US Equity Strategies
Flexible Strategies and a Disciplined Approach
Fisher Investments offers equity strategies across a variety of styles and market capitalizations. Fisher Investments’ US strategies use macroeconomic factors to capitalize on cycles within US sectors and industries as they come into favor. Our top-down process helps us to actively identify more opportunities to outperform. Our Investment Policy Committee applies risk-management controls based on an analysis of prospective stocks within the US equity markets to most accurately help assign equities to portfolios and help mitigate unnecessary risk in a concrete and productive investing strategy.
Strategy Benefits Include:
- Bottom-up and top-down influences utilized in portfolio construction.
- Consistent, repeatable processes
- A top-down processes complementing a multi-manager structure, capitalizing on benefits of diversification
- High conviction and low turnover
- Long performance histories
- Excess return in a variety of market environments
Find An Investment Strategy
Categories
Capabilities
| Strategy | Mobile Dropdown | Categories | Benchmark | Inception Date | Capabilities | Compare | |||||
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| All Foreign Equity |
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Global ex-US Equity | MSCI ACWI ex-US Index | May 2004 | SRI, ESG, or Impact |
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| All Foreign Equity Focused |
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Global ex-US Equity | MSCI ACWI ex-US Index | December 2006 |
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| All Foreign Equity Growth |
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Global ex-US Equity | MSCI ACWI ex-US Growth | April 2005 |
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| Global Total Return |
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Global Equity | MSCI World Index | September 1994 | SRI, ESG, or Impact |
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| All World Equity |
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Global Equity | MSCI ACWI Index | December 2009 | SRI, ESG, or Impact |
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| Global Total Return Focused |
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Global Equity | MSCI World Index | January 2010 | SRI, ESG, or Impact |
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| Global Developed Small Cap |
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Global Equity | MSCI World Small Cap Index | February 2013 | SRI, ESG, or Impact |
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| Emerging Markets Equity |
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Emerging Markets Equity | MSCI Emerging Markets Index | April 2006 | SRI, ESG, or Impact |
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| Emerging Markets Equity ESG |
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Emerging Markets Equity | MSCI Emerging Markets Index | September 2012 | SRI, ESG, or Impact |
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| EM Sovereign Debt Hard Currency |
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Fixed Income | JPM EMBI Fixed Index | August 2021 |
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| European Equity |
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Global ex-US Equity | MSCI Europe Index | November 2013 |
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| Foreign Equity |
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Global ex-US Equity | MSCI EAFE Index | October 1993 | SRI, ESG, or Impact |
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| Global Developed Long/Short Equity 50 |
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Long/Short | 50% MSCI World/50% US 3M T-Bill | March 2015 |
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| Global Long/Short Neutral Equity |
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Long/Short | US 3-Month T-Bill | November 2018 |
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| Global Quant |
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Quant | MSCI ACWI | October 2016 | SRI, ESG, or Impact |
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| All Foreign Equity Small Cap |
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Global ex-US Equity | MSCI ACWI ex-US Small Cap | September 2011 | SRI, ESG, or Impact |
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| UK Total Return |
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Global ex-US Equity | MCSI UK Investable Markets Index | June 2007 |
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| US Broad Market Fixed |
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Fixed Income | ICE BofA US Broad Index | December 2014 | SRI, ESG, or Impact |
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| US Total Return |
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US Equity | S&P 500 Index | September 1994 | SRI, ESG, or Impact |
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| US High Yield Debt |
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Fixed Income | ICE BofA US High Yield Index | November 2020 |
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| US Mid Cap Value |
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US Equity | Russell Mid Cap Value Index | January 1990 |
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| US Short-Term Fixed Income |
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Fixed Income | ICE BofA Corp/Govt A-AAA 1—5 Year Index | October 2020 |
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| US Small and Mid Cap Core |
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US Equity | Russell 2500 Index | June 2014 | SRI, ESG, or Impact |
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| US Small and Mid Cap Value |
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US Equity | Russell 2500 Value Index | August 1995 | SRI, ESG, or Impact |
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| US Small Cap Core |
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US Equity | Russell 2000 Index | June 2010 | SRI, ESG, or Impact |
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| US Small Cap Equity Quant |
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Quant | Russell 2000 Index | October 2016 |
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| US Small Cap Opportunities |
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US Equity | Russell Microcap Value Index | October 2015 |
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| US Small Cap Quant |
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US Equity | Russell 2000 Index | October 2016 |
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| US Small Cap Value |
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US Equity | Russell 2000 Value Index | January 1990 | SRI, ESG, or Impact |
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No Results
All strategies are available as SRI, ESG, or Impact
= Strategy has SRI, ESG, or Impact AUM
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All Foreign Equity
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All Foreign Equity Focused
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All Foreign Equity Growth
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Global Total Return
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All World Equity
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Global Total Return Focused
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Global Developed Small Cap
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Emerging Markets Equity
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Emerging Markets Equity ESG
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EM Sovereign Debt Hard Currency
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European Equity
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Foreign Equity
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Global Developed Long/Short Equity 50
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Global Long/Short Neutral Equity
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Global Quant
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All Foreign Equity Small Cap
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UK Total Return
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US Broad Market Fixed
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US Total Return
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US High Yield Debt
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US Mid Cap Value
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US Short-Term Fixed Income
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US Small and Mid Cap Core
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US Small and Mid Cap Value
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US Small Cap Core
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US Small Cap Equity Quant
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US Small Cap Opportunities
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US Small Cap Quant
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US Small Cap Value
Learn More
Investment Strategy Factsheet
Details are important to achieving your investment goals. Get more information about our available investment strategies by letting us know a little about yourself and which Fisher factsheet you're interested in learning more about.
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11/27/2023 12:00:00 AM
