Global ex-US Strategies

Fisher Investments' global ex-US strategies seek to exploit the structure of global markets and capitalise on country, sector and industry cycles as they come in and out of favour. In order to leverage top-down themes and identify unintended risk concentrations in the security selection process, Fisher Investments' 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.

Fisher Investments' Global ex-US Strategies *

Global ex-US 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: 2004 May 01

Global ex-US 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: 2005 April 01

Global Developed ex-US Equity

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

Global ex-US 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: 2006 December 01

Global ex-US 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: 2011 September 01

Global Developed ex-US 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: 2011 September 01

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: 2006 April 01

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: 2012 November 01

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: 2013 November 01

UK Equity

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: 2007 June 01

To learn more about Fisher Investments' global ex-US investment capabilities, please contact a Fisher Investments Australasia representative.

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* Fisher Investments Australasia delegates portfolio management to its parent company, Fisher Investments.

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.


About Fisher Investments Australasia

Fisher Investments Australia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $100 Billion* in assets for over 50,000 private clients and 175 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2017, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 01/07/2018. Includes Fisher Investments and its subsidiaries.)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.

Fisher Investments Australasia Pty Ltd (FIA) holds an Australian Financial Services Licence (#433312) with the Australian Securities and Investment Commission (ASIC). FIA delegates portfolio management to its parent company, Fisher Investments (FI).