Fisher Investments: A Focus on Long-term Performance

At Fisher Investments, our primary focus is helping clients achieve their long-term financial goals. From the beginning, we work with each client to understand their personal situation and investment objectives. From there, we proactively manage the portfolio based on client objectives and our forward-looking market views, with continuous communications along the way. Each client is assigned a dedicated Investment Counselor that provides regular portfolio updates and market insights as well as performance data upon request.  

How We Achieve Portfolio Performance

At the core of our investment philosophy, we believe capital markets are effective discounters of publicly available information. Therefore, to add value, we must identify new information, or interpret publicly-known information correctly and differently from the crowd. We conduct independent research and develop capital markets technology in an effort to identify investment opportunities globally and add value to the portfolio. Fisher Investments performance is attained through this approach, seeking to exploit unique investment opportunities while managing risk relative to a global benchmark.

How We Measure Performance

Fisher Investments measures performance relative to an appropriate benchmark, or index. We use a variety of benchmarks—depending on the strategy. For globally-oriented portfolios, we typically use the MSCI World Index. 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.1

Interested In Our Historical Performance?

Qualified investors with at least $500k in investible assets can get performance information by meeting with a Fisher Investments representative. To find out more, or to arrange an appointment, please call us at 1-800-587-5512.

Investor Resources

Our History of Innovation

  • Over three decades ago, Ken Fisher, son of legendary investor Philip Fisher, began his investment management career based on a fundamental belief in capitalism and how free capital markets function.
  • 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 influential bestselling book, Super Stocks.
  • Since 1986, Fisher Investments has been a pioneer in Small Cap Value equity management.
  • In the early 1990s, Fisher Investments contributed to the recognition of distinct investment styles and cycles.
  • In 1995, Fisher Investments began offering global equity management directly to high net worth individuals through its Private Client Group.
  • In the 2000’s, Fisher Investments contributed to the emerging field of behavioral finance with practical applications that currently play an active role in its portfolio management process.
  • Over the years, Ken Fisher's research has been showcased in numerous financial journals, including The Financial Analysts Journal and The Journal of Portfolio Management.
  • Today, Fisher Investments continues the tradition of innovation by continually developing new capital markets technology.

1 The MSCI World Index consists of the following 23 developed market country indices: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and the United States. As of November 27, 2013; http://www.msci.com/products/indices/tools/index.html