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 Australasia representative.

Contact Us

* Fisher Investments Australasia delegates portfolio management to its parent company, Fisher Investments.

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 Australasia

Fisher Investments Australasia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $406 billion* in assets for over 150,000 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 31/03/2024)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.

Fisher Investments Australasia Pty Ltd (FIA) holds an Australian Financial Services Licence (#433312) with the Australian Securities and Investment Commission (ASIC). FIA delegates portfolio management to its parent company, Fisher Investments (FI).

Global Strategies

Global ex-Us Equity

US Equity

Strategies