Investment Philosophy

In 1986 Fisher Investments began managing discretionary assets with a fundamental belief in capitalism and how free capital markets function. We start with the simple notion that supply and demand of securities are the sole determinants of securities pricing. Correspondingly, we believe capital markets are relatively efficient discounters of all widely known information. Therefore, to add value through active management one must identify information not widely known or interpret widely known information differently and correctly from other market participants.

The investing discipline at Fisher Investments is founded on these core principles. We utilize proprietary research and capital markets technology to add value by uncovering market opportunities. These investing tools and methodologies are developed by a team of research analysts under the direction of Ken Fisher and the rest of the Investment Policy Committee (IPC) and have enabled Fisher Investments to attain a respectable performance history.

Clients' personal goals are fused with Fisher Investments' broader philosophy into an investment portfolio which is managed against an appropriate benchmark. We have found meshing client goals with proven investment fundamentals is the most effective way to optimize returns for our investors.