Global Strategy

Fisher Investments' global 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 Strategies

Global Equity

A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments.
Benchmark: MSCI World Index
Inception: 1994 September 01

Global Equity Focused

A macro-driven opportunistic strategy designed to outperform the MSCI World Index in a variety of market environments.
Benchmark: MSCI World Index
Inception: 2010 January 01

All World Equity

A macro-driven opportunistic strategy designed to outperform the MSCI ACWI Index in a variety of market environments.
Benchmark: MSCI ACWI Index
Inception: 2009 December 01

Global Developed Small Cap

A macro-driven opportunistic strategy designed to outperform the MSCI World Small Cap Index in a variety of market environments.
Benchmark: MSCI World Small Cap
Inception: 2013 February 01

To learn more about Fisher Investments' global investment capabilities, please contact a Fisher Investments Europe representative.

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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 Europe

Fisher Investments Europe was established in London, England in 2000. Fisher Investments Europe offers the portfolio management services of its parent company, Fisher Investments, an independent money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than £80 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 through 2016, 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 30/09/2018. Includes assets under management of Fisher Investments, its subsidiaries and affiliates.)


Fisher Investments Europe Limited (FIE), authorised and regulated by the Financial Conduct Authority (FCA), is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments (FI). FIE delegates portfolio management to its parent company, FI. Unless otherwise specified, references to investment professionals, operations personnel, and middle and back office personnel are references to FI employees.