US Equity Strategies

Fisher’s 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’s 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 financial 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. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.

Fisher Investments Ireland Limited, trading as Fisher Investments Europe, is authorised and regulated by the Central Bank of Ireland (CBI), and is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments (FI). Fisher Investments Europe delegates portfolio management to its parent company, FI.

Global Equity

Global ex-US equity

US Equity

Strategies