Founded in 1979, Fisher Investments is an independent, privately-owned money management firm with tens of billions under management. Fisher Investments’ Institutional Group is dedicated to serving its global client base which includes corporations, public and multi-employer pension funds, endowments and many more.
Fisher Investments manages multiple unique investment strategies across global, global ex-US and US equity market structures. All strategies employ a complete investment process, utilizing both top-down and bottom-up influences, designed to generate excess return in a variety of market environments.
Global equities rallied through most of Q2 until a Greece-induced selloff in late June left the MSCI ACWI up slightly for the quarter and 2.7% year to date (USD). Days before quarter-end, global equities were up nearly 4% for the quarter and 6% for the year (USD)--well on their way to the double-digit full-year returns we expect. A bit of volatility does not change our forecast--2015 still has the makings of a great year.
Fisher Investments is unique in that it employs a top-down investment process. The process begins with a broad analysis of economic, political and sentiment drivers to formulate forecasts and develop portfolio themes. By actively managing high-level macro decisions at the country and sector/industry levels, we believe that we can actively exploit a greater opportunity set for generating excess return.
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