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You are here: Manager factsheet

Aaron Anderson

Fisher Investments Institution
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Manager profile
Aaron Anderson is a Senior Vice President of Research and a member of the Investment Policy Committee (IPC). In those roles, Aaron oversees the firm’s global macroeconomic and capital markets research. Aaron joined Fisher Investments in 2005 and has served on the firm’s five-member IPC since 2011. His previous roles at the firm include Capital Markets Research Team Leader, Capital Markets Research Analyst and Innovation Manager. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President. Aaron regularly meets with clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. Aaron’s views on global market conditions and geopolitical events have been featured in media globally, including The Wall Street Journal, Financial Times, Reuters, MarketWatch, CNN.com, The Telegraph, Forbes and Investing.com—among many others. He is also a regular guest on major financial TV networks, like CNBC and Reuters. Aaron has written two books, including Own the World: How Smart Investors Create Global Portfolios. He holds undergraduate degrees in Geophysics from the University of California, Santa Barbara and Applied Economics from the University of San Francisco.
Total return for Aaron Anderson
Discrete calendar year performance : Aaron Anderson

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Aaron Anderson 21.2 2.9 -17.5 19.1 14.7 11.3 -4.0 23.4 25.7 -0.4
Peer Group Composite 17.6 2.6 -13.0 18.9 6.1 11.2 -4.6 14.9 29.5 -3.2
Over / Under 3.6 0.3 -4.5 0.2 8.6 0.1 0.6 8.5 -3.8 2.8
Performance vs peer group composite: Aaron Anderson
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fisher Investments Institutional Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Jun 22 2011 to present
Fisher Investments Institutional Emerging Markets Equity ESG Co-managed FO Equity - Emerging Markets since Apr 29 2015 to present
Fisher Investments Institutional US Small Cap Core Equity ESG Co-managed FO Equity - Small Cap USA since Jun 30 2016 to present
Fisher Investments Institutional Global Equity High Yield Co-managed FO Equity - International since Jan 24 2018 to present
Fisher Investments Institutional Global Developed Concentrated Equity ESG Co-managed FO Equity - International since Feb 26 2018 to present
Fisher Investments Institutional Global Developed Equity ESG Co-managed FO Equity - Ethical since Feb 26 2018 to present
Fisher Investments Institutional US Small and Mid-Cap Core Equity Co-managed FO Equity - Small Cap USA since Feb 26 2018 to present
Fisher Investments Institutional Global Small Cap Equity Co-managed FO Equity - International since Feb 27 2018 to present
Fisher Investments Institutional Global Developed Equity Co-managed FO Equity - International since Jun 05 2018 to present
Fisher Investments Institutional US Equity ESG Co-managed FO Equity - USA since Nov 20 2018 to present
Fisher Investments Institutional Global Equity ESG Co-managed FO Equity - International since May 01 2019 to present
Fisher Investments Institutional Emg Markets Responsible Equity ex Fossil Fuels Co-managed FO Equity - Emerging Markets since Jan 23 2020 to present
Fisher Investments Institutional US All Cap Equity ESG Co-managed FO Equity - USA since Feb 14 2020 to present
Fisher Investments Institutional Global Sustainable Equity Impact ESG Co-managed FO Equity - Ethical since Feb 27 2020 to present
Fisher Investments Institutional Quantitative Global Equity ESG Co-managed FO Equity - Ethical since Mar 18 2020 to present
Fisher Investments Institutional China A-Shares Equity Co-managed FO Equity - China since Sep 14 2020 to present
Fisher Investments Institutional US High Yield Bond Co-managed FO Fixed Int - USD High Yield since Sep 28 2020 to present
Fisher Investments Institutional European Equity Co-managed FO Equity - Europe inc UK since Dec 30 2020 to present
Fisher Investments Institutional Global Small Cap Equity ESG Co-managed FO Equity - Ethical since Mar 19 2021 to present
Fisher Investments Institutional Global Low Volatility Equity Co-managed FO Equity - International since Mar 23 2021 to present
Fisher Investments Institutional Emerging Markets Hard Currency Government Bond Co-managed FO Fixed Int - Emerging Markets since Jun 29 2021 to present
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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