Global Strategies

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

Our Global Strategies

Global Total Return

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

Global Total Return Focused

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

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: December 01, 2009

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: February 01, 2013

Learn More

To learn more about our global investment capabilities, please contact a Fisher Investments Institutional Group representative.

Contact Us

About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $115 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 65,000 high net worth individuals. Founder and Executive Chairman 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 10/31/2019)