Global ex-US Strategies
Fisher’s 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’s 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 representative.
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