US mid/small cap 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 Small and Mid-Cap Core Equity Fund is an actively managed fund seeking to outperform the Russell 2500 Index, by investing in US small and mid-cap equities with no sector constraints. The fund adopts a combined top-down and bottom-up approach to discover securities most likely to generate the highest expected returns, by defining the starting universe; assessing relative attractiveness of sectors, industry and thematic preferences within the universe based on macroeconomic themes; and performing rigorous fundamental analysis of suitable companies using financials statements, economic, political and sentiment data. Selected stocks are those with undervalued attributes that are most likely to gain appreciation, forming a high conviction and long-term portfolio. The fund has >80 holdings.
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FI Institutional US Small and Mid-Cap Core Equity Fund
This fund represents active exposure to US mid and small cap 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 mid and small cap 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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