US Equity Strategies

Fisher Investments’ US strategies seek to identify macro economic factors and capitalize on 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 sectors and industries.

Strategy benefits include:

  • Bottom-up and top-down influences utilized 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.

Our 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: June 01, 2010

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: January 01, 1990

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: August 01, 1995

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: January 01, 1990

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: September 01, 1993

Learn More

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

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About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $112 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 60,000 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 6/30/2019. Includes Fisher Investments and its subsidiaries.)