• Fisher Investments is a Global Money Manager with an Array of Strategies

    Fisher Investments’ Institutional Strategies

    Fisher Investments manages a variety of Global, Non-US, and US Equity strategies for institutional investors. Our strategies leverage both our top-down macroeconomic research as well as our fundamental stock selection process.

    The view from above: seeing the forest for the trees.  (Photo Courtesy of Stephen C. Sillett)

    INVESTMENT PHILOSOPHY

    Our investment philosophy is based on a fundamental belief in capitalism and subsequently how free capital markets function.  We start with the simple notion that supply and demand of securities are the sole determinants of securities pricing.  Correspondingly, we believe capital markets are highly effective discounters of all widely known information.  Therefore, to add value through active management, one must identify information not widely known or interpret widely known information differently and correctly from other market participants. We apply proprietary capital markets technology to seek out and process opportunities to exploit such information. Our capital markets technology is developed through the study of finance theory, history and empiricism.

     

    EQUITY INVESTMENT STRATEGIES

    Strategy Benchmark Sources of Excess Return Inception
    Asset Allocation Style Allocation Country Allocation Sector Allocation Stock Allocation
    Global
    Global Total Return MSCI World 1994
    Non-US
    Foreign Equity MSCI EAFE 1993
    All Foreign Equity MSCI ACWI ex-US 2004
    All Foreign Equity Growth MSCI ACWI ex-US Growth 2005
    Foreign Equity Focused MSCI EAFE 2006
    Emerging Markets Equity MSCI Emerging Markets 2006
    US
    US Total Return S&P 500 1994
    Mid Cap Value Russell Mid Cap Value 1990
    Small and Mid Cap Value Russell 2500 Value 1995
    Small Cap Value Russell 2500 Value 1990


  • REQUEST MORE INFORMATION

    Contact Fisher Investments for more information:

    Phone: (800) 587-5512