Home  >   Strategies

Institutional Fisher Investments Strategies

Fisher Investments strategies offer institutional investment management services with an array of options oriented toward specific styles. The firm has the unique ability to combine styles to meet specific needs of the client.

Primary Fisher Investments strategies include:

• Global Total Return
  Our Global Total Return strategy utilizes a top-down investment process based on the analysis of a wide range of economic, political, and sentiment drivers to formulate forecasts and develop portfolio themes. The strategy attempts to exploit the structure of global markets and capitalize on country and sector/industry cycles as they come into and out of favor.

• Foreign Equity
  Our Foreign Equity strategy utilizes a top-down investment process based on applying capital markets technology to the analysis of a wide range of economic, political, and sentiment drivers to formulate forecasts and develop portfolio themes. The strategy attempts to exploit the structure of foreign markets and capitalize on country and sector/industry cycles as they come into and out of favor.

• US Total Return
  Our US Total Return strategy utilizes a top-down investment process based on the analysis of a wide range of economic, political, and sentiment drivers to formulate forecasts and develop portfolio themes. The strategy attempts to capitalize on style and sector cycles as they come into and out of favor.

• Small Cap Value
  Our Small Cap Value strategy utilizes a bottom-up stock selection investment process supported by top-down themes. The strategy seeks to identify strategic attributes in companies undervalued by the marketplace.

• Mid Cap Value
  Our Mid Cap Value strategy utilizes a bottom-up stock selection investment process supported by top-down themes. The strategy seeks to identify strategic attributes in companies undervalued by the marketplace.