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Home > About Fisher Investments > Fisher Investments Background
Fisher Investments Company Background
Fisher Investments oversees financial assets for prominent
institutions and affluent individuals. We take an active approach to portfolio management and believe
capital markets are effective discounters of publicly available information.
Fisher Investments features a high level of financial portfolio performance delivered on a consistent basis. At
Fisher Investments, we start with the simple notion that supply and demand of securities are the sole
determinants of securities pricing and use this information to enhance our portfolio performance. To add value, we leverage
capital markets technology to help identify new information and interpret publicly known information
correctly and differently from others. Fisher Investments performance is attained through this approach,
exploiting unique investment opportunities to broaden Fisher Investments performance opportunities
while managing risk relative to a global benchmark.
Fisher Investments history
Almost three decades ago, Ken Fisher, son of legendary investor Philip A. Fisher, began managing discretionary assets based on a fundamental
belief in capitalism and how free capital markets function. Since it was first founded in 1979,
Fisher Investments has continued to develop capital markets science for the primary
purpose of providing excess return. In the early 1980s, Ken Fisher pioneered the use of the Price to Sales
Ratio and detailed its relevance as a tool for investment analysis in his landmark book, Super Stocks,
a best seller published by Dow Jones-Irwin. Now a common metric in financial analysis, this tool is still used to help manage
small cap portfolios for Fisher Investments' institutional clients.
Fisher Investments performance
Fisher Investments Private Client Group uses a variety of benchmarks depending on the strategy, including the Morgan Stanley Capital International (MSCI) World index when conducting performance analysis. The MSCI World is a free float-adjusted market capitalization weighted index consisting of 23 developed market country indexes designed to measure global developed market equity performance. For institutions, Fisher Investments offers a broad variety of mandates with performance analysis dating back to inception. For individuals, Fisher Investments performance analysis is available since the inception of Fisher Investments Private Client Group in 1995. Qualified investors can request performance analysis when meeting with a Fisher Investments representative. To arrange an appointment with a Fisher Investments representative, please call Fisher Investments at 1-800-587-5512.
Fisher Investments strategies
Since 1979, Fisher Investments has been a pioneer in effective Small Cap Value equity management. It has since broadened into a full-scale management firm with an array of institutional products oriented toward specific styles. In the early 1990s, Fisher Investments contributed to the recognition of distinct investment styles and cycles and used these advancements as the foundation for a new series of broad mandate strategies: Global Total Return, US Total Return, Foreign Equity and Mid Cap Value.
Fisher Investments Private Client Group
In 1995, Fisher Investments began offering global equity management directly to high net worth individuals through its Private Client Group. Performance analysis since the inception of the group in 1995 is available for composite portfolios. Qualified investors can request performance analysis when meeting with a Fisher Investments representative.**
Fisher Investments experience
Fisher Investments' innovations are backed by industry experience, and its investment management team has been working together successfully for more than 20 years. Recently, focus has been on the emerging field of behavioral finance and understanding not just the tools of finance, but also how investors use these tools. Fisher Investments' different perspective and financial research has led to the development of practical applications of behavioral finance that currently play an active role in its portfolio management process as it continues the tradition of innovation in developing new capital market technologies.
Fisher Investments in the press
Throughout the company's history, Fisher Investments' research has been showcased in numerous financial journals, including The Financial Analysts Journal and The Journal of Portfolio Management. In addition, in 1984, Ken Fisher began writing the "Portfolio Strategy" financial investment column for Forbes Magazine, offering his unique market perspectives to the public. Throughout the years in the pages of Forbes, Ken has made numerous, remarkably accurate market calls—often in direct opposition to Wall Street—which has earned him a positive reputation for forecasting market trends.*** Currently, Ken is the fourth longest—running columnist in Forbes' history.
Fisher Investments locations
Fisher Investments is headquartered in Woodside, California. Ken Fisher, the other members of the Investment Policy Committee, and the Research Department are located here. The client service operations are located in San Mateo, California and Vancouver, Washington, and the company has sales operations throughout the US. Fisher Investments' wholly owned subsidiary, Fisher Wealth Management, is located in London, England and markets the company’s services to investors located in the UK. Fisher Investments' joint venture affiliate, Grüner Fisher Investments GmbH, serves investors in Germany.
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