US large cap-biased equities. Active top-down and bottom-up strategy.
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Fisher Investments is a private US-based asset management firm founded in 1979 by Ken Fisher, a well known innovator and author in investment theory, and a fundamental believer in capitalism and free capital markets. Fisher Investments manage over US$380bn of assets globally, focusing on private and institutional clients.
The FI Institutional US Equity Selection Fund is an actively managed fund seeking to outperform the S&P 500 Index, by investing in US equities with no sector or market cap constraints. The fund adopts a combined top-down and bottom-up approach to discover securities most likely to generate the highest expected returns, by focusing on identifying the economic sectors and industries most likely to outperform vs the benchmark, the style characteristics (market cap and growth vs value) most likely to outperform vs the benchmark, and the securities most likely to beat its peers within a particular category. Specifically for the bottom-up stock selection approach, the fund also looks for competitive advantage, attribute execution analysis, relative valuation, operational risk assessment, and the firm’s forecasted macroeconomic impacts. ESG considerations are embedded within the investment process. The fund has >60 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
FI Institutional US Equity Selection Fund
This fund represents active exposure to US large cap-biased equities.
Vanguard S&P 500 UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to US large cap-biased equities.
Ken Fisher’s investment theory innovations, particular in the equities space, have broadly translated to successful performances through Fisher Investment’s product offerings.
The fund combines top-down macroeconomic assessment and bottom-up stock selection investment approach.
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Geography