US Equity Strategies

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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

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Categories
Capabilities
Strategy Mobile Dropdown Categories Benchmark Inception Date Capabilities Compare
All Foreign Equity .
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI ACWI ex-US Index May 2004 SRI, ESG, or Impact
Global ex-US Equity MSCI ACWI ex-US Index . May 2004 . SRI, ESG, or Impact
All Foreign Equity Focused .
Category Benchmark Inception Date
Global ex-US Equity MSCI ACWI ex-US Index December 2006
Global ex-US Equity MSCI ACWI ex-US Index . December 2006 .
All Foreign Equity Growth .
Category Benchmark Inception Date
Global ex-US Equity MSCI ACWI ex-US Growth April 2005
Global ex-US Equity MSCI ACWI ex-US Growth . April 2005 .
Global Total Return .
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Index September 1994 SRI, ESG, or Impact
Global Equity MSCI World Index . September 1994 . SRI, ESG, or Impact
All World Equity .
Category Benchmark Inception Date Capabilities
Global Equity MSCI ACWI Index December 2009 SRI, ESG, or Impact
Global Equity MSCI ACWI Index . December 2009 . SRI, ESG, or Impact
Global Total Return Focused .
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Index January 2010 SRI, ESG, or Impact
Global Equity MSCI World Index . January 2010 . SRI, ESG, or Impact
Global Developed Small Cap .
Category Benchmark Inception Date Capabilities
Global Equity MSCI World Small Cap Index February 2013 SRI, ESG, or Impact
Global Equity MSCI World Small Cap Index . February 2013 . SRI, ESG, or Impact
Emerging Markets Equity .
Category Benchmark Inception Date Capabilities
Emerging Markets Equity MSCI Emerging Markets Index April 2006 SRI, ESG, or Impact
Emerging Markets Equity MSCI Emerging Markets Index . April 2006 . SRI, ESG, or Impact
Emerging Markets Equity ESG .
Category Benchmark Inception Date Capabilities
Emerging Markets Equity MSCI Emerging Markets Index September 2012 SRI, ESG, or Impact
Emerging Markets Equity MSCI Emerging Markets Index . September 2012 . SRI, ESG, or Impact
EM Sovereign Debt Hard Currency .
Category Benchmark Inception Date
Fixed Income JPM EMBI Fixed Index August 2021
Fixed Income JPM EMBI Fixed Index . August 2021 .
European Equity .
Category Benchmark Inception Date
Global ex-US Equity MSCI Europe Index November 2013
Global ex-US Equity MSCI Europe Index . November 2013 .
Foreign Equity .
Category Benchmark Inception Date Capabilities
Global ex-US Equity MSCI EAFE Index October 1993 SRI, ESG, or Impact
Global ex-US Equity MSCI EAFE Index . October 1993 . SRI, ESG, or Impact
Global Developed Long/Short Equity 50 .
Category Benchmark Inception Date
Long/Short 50% MSCI World/50% US 3M T-Bill March 2015
Long/Short 50% MSCI World/50% US 3M T-Bill . March 2015 .
Global Long/Short Neutral Equity .
Category Benchmark Inception Date
Long/Short US 3-Month T-Bill November 2018
Long/Short US 3-Month T-Bill . November 2018 .
Global Quant .
Category Benchmark Inception Date Capabilities
Quant MSCI ACWI October 2016 SRI, ESG, or Impact
Quant MSCI ACWI . October 2016 . SRI, ESG, or Impact
UK Total Return .
Category Benchmark Inception Date
Global ex-US Equity MCSI UK Investable Markets Index June 2007
Global ex-US Equity MCSI UK Investable Markets Index . June 2007 .
US Broad Market Fixed .
Category Benchmark Inception Date Capabilities
Fixed Income ICE BofA US Broad Index December 2014 SRI, ESG, or Impact
Fixed Income ICE BofA US Broad Index . December 2014 . SRI, ESG, or Impact
US Total Return .
Category Benchmark Inception Date Capabilities
US Equity S&P 500 Index September 1994 SRI, ESG, or Impact
US Equity S&P 500 Index . September 1994 . SRI, ESG, or Impact
US High Yield Debt .
Category Benchmark Inception Date
Fixed Income ICE BofA US High Yield Index November 2020
Fixed Income ICE BofA US High Yield Index . November 2020 .
US Mid Cap Value .
Category Benchmark Inception Date
US Equity Russell Mid Cap Value Index January 1990
US Equity Russell Mid Cap Value Index . January 1990 .
US Short-Term Fixed Income .
Category Benchmark Inception Date
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index October 2020
Fixed Income ICE BofA Corp/Govt A-AAA 1—5 Year Index . October 2020 .
US Small and Mid Cap Core .
Category Benchmark Inception Date Capabilities
US Equity Russell 2500 Index June 2014 SRI, ESG, or Impact
US Equity Russell 2500 Index . June 2014 . SRI, ESG, or Impact
US Small and Mid Cap Value .
Category Benchmark Inception Date Capabilities
US Equity Russell 2500 Value Index August 1995 SRI, ESG, or Impact
US Equity Russell 2500 Value Index . August 1995 . SRI, ESG, or Impact
US Small Cap Core .
Category Benchmark Inception Date Capabilities
US Equity Russell 2000 Index June 2010 SRI, ESG, or Impact
US Equity Russell 2000 Index . June 2010 . SRI, ESG, or Impact
US Small Cap Equity Quant .
Category Benchmark Inception Date
Quant Russell 2000 Index October 2016
Quant Russell 2000 Index . October 2016 .
US Small Cap Opportunities .
Category Benchmark Inception Date
US Equity Russell Microcap Value Index October 2015
US Equity Russell Microcap Value Index . October 2015 .
US Small Cap Quant .
Category Benchmark Inception Date
US Equity Russell 2000 Index October 2016
US Equity Russell 2000 Index . October 2016 .
US Small Cap Value .
Category Benchmark Inception Date Capabilities
US Equity Russell 2000 Value Index January 1990 SRI, ESG, or Impact
US Equity Russell 2000 Value Index . January 1990 . SRI, ESG, or Impact
No Results

All strategies are available as SRI, ESG, or Impact

= Strategy has SRI, ESG, or Impact AUM

If you would like to get more information about our available investment strategies, contact us.

  1. All Foreign Equity
  2. All Foreign Equity Focused
  3. All Foreign Equity Growth
  4. Global Total Return
  5. All World Equity
  6. Global Total Return Focused
  7. Global Developed Small Cap
  8. Emerging Markets Equity
  9. Emerging Markets Equity ESG
  10. EM Sovereign Debt Hard Currency
  11. European Equity
  12. Foreign Equity
  13. Global Developed Long/Short Equity 50
  14. Global Long/Short Neutral Equity
  15. Global Quant
  16. UK Total Return
  17. US Broad Market Fixed
  18. US Total Return
  19. US High Yield Debt
  20. US Mid Cap Value
  21. US Short-Term Fixed Income
  22. US Small and Mid Cap Core
  23. US Small and Mid Cap Value
  24. US Small Cap Core
  25. US Small Cap Equity Quant
  26. US Small Cap Opportunities
  27. US Small Cap Quant
  28. US Small Cap Value

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Investment Strategy Factsheet

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