Global ex-US Strategies

Fisher Investments’ global ex-US strategies seek to exploit the structure of global markets and capitalize on country, sector and industry cycles as they come in and out of favor. In order to leverage top-down themes and identify unintended risk concentrations in the security selection process, the Investment Policy Committee applies risk management controls based on an analysis of prospective stocks to assess their correlations to various countries and sectors.

Strategy benefits include:

  • Innovative investment process accounting for country, sector and stock decisions.
  • Excess return in a variety of market environments.
  • A top-down process complementing a multi-manager structure, increasing diversification benefits.

Our Global ex-US Strategies

All Foreign Equity

A macro-driven opportunistic strategy designed to outperform the MSCI ACWI ex-US Index in a variety of market environments.
Benchmark: MSCI ACWI ex-US Index
Inception: May 01, 2004

All Foreign Equity Growth

A macro-driven opportunistic strategy designed to outperform the MSCI ACWI ex-US Growth Index in a variety of market environments.
Benchmark: MSCI ACWI ex-US Growth Index
Inception: April 01, 2005

Foreign Equity

A macro-driven opportunistic strategy designed to outperform the MSCI EAFE Index in a variety of market environments.
Benchmark: MSCI EAFE Index
Inception: October 01, 1993

Foreign Equity Focused

A macro-driven opportunistic strategy designed to outperform the MSCI ACWI ex-US Index in a variety of market environments.
Benchmark: MSCI ACWI ex-US Index
Inception: December 01, 2006

All Foreign Equity Small Cap

A macro-driven opportunistic strategy designed to outperform the MSCI ACWI ex-US Small Cap Index in a variety of market environments.
Benchmark: MSCI ACWI ex-US Small Cap Index
Inception: September 01, 2011

Foreign Equity Small Cap

A macro-driven opportunistic strategy designed to outperform the MSCI World ex-US Small Cap Index in a variety of market environments.
Benchmark: MSCI World ex-US Small Cap Index
Inception: September 01, 2011

Emerging Markets Equity

A macro-driven opportunistic strategy designed to outperform the MSCI Emerging Markets Index in a variety of market environments.
Benchmark: MSCI Emerging Markets Index
Inception: April 01, 2006

Asia ex-Japan

A macro-driven opportunistic strategy designed to outperform the MSCI AC Asia ex-Japan Index in a variety of market environments.
Benchmark: MSCI AC Asia ex-Japan Index
Inception: November 01, 2012

European Equity

A macro-driven opportunistic strategy designed to outperform the MSCI Europe Index in a variety of market environments.
Benchmark: MSCI Europe Index
Inception: November 01, 2013

UK Total Return

A macro-driven opportunistic strategy designed to outperform the FTSE All-Share ex-Investment Trust Index in a variety of market environments.
Benchmark: FTSE All-Share ex-Investment Trust Index
Inception: June 01, 2007

Learn More

To learn more about our global ex-US investment capabilities, please contact a Fisher Investments Institutional Group representative

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