US Equity Strategies

Fisher Investments' US strategies seek to identify macro-economic factors and capitalise on 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 sectors and industries.

Strategy benefits include:

  • Bottom-up and top-down influences utilised in portfolio construction.
  • Consistent, repeatable process.
  • High conviction and low turnover.
  • Long performance histories.
  • Excess return in a variety of market environments.
  • A top-down process complementing a multi-manager structure, increasing diversification benefits.

Fisher Investments' US Equity Strategies

Small Cap Core

A fundamental strategy designed to outperform the Russell 2000 Index in a variety of market environments.
Benchmark: Russell 2000 Index
Inception: 2010 June 01

Small Cap Value

A fundamental strategy designed to outperform the Russell 2000 Value Index in a variety of market environments.
Benchmark: Russell 2000 Value Index
Inception: 1990 January 01

Small and Mid Cap Value

A fundamental strategy designed to outperform the Russell 2500 Value Index in a variety of market environments.
Benchmark: Russell 2500 Value Index
Inception: 1995 August 01

Mid Cap Value

A fundamental strategy designed to outperform the Russell Mid Cap Value Index in a variety of market environments.
Benchmark: Russell Mid Cap Value Index
Inception: 1990 January 01

US Total Return

A macro-driven opportunistic strategy designed to outperform the S&P 500 Index in a variety of market environments.
Benchmark: S&P 500 Index
Inception: 1993 September 01

To learn more about Fisher Investments' US equity investment capabilities, please contact a Fisher Investments 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.