About Fisher Investments Australasia

Fisher Investments Australasia (FIA) is Fisher Investments (FI)'s wholly-owned subsidiary based in Sydney, Australia. FIA was established in Sydney, Australia in 2012. FIA offers the portfolio management services of its parent company, Fisher Investments, an independent money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $159 billion in assets for over 175 institutional clients globally and 75,000 private clients.*

Key Timeline

1970s: Ken Fisher’s theoretical work in the 1970s pioneered the use of the Price-to-Sales Ratio and detailed its relevance as a tool for investment analysis. This tool was used to help manage small cap value portfolios for Fisher Investments institutional investors.

1979: Ken Fisher founded FI in the US and began managing discretionary assets with a fundamental belief in capitalism and free capital markets. His investment philosophy was rooted in the simple notion that supply and demand are the sole determinants of securities pricing, and capital markets are relatively efficient discounters of all widely known information. Thus, 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.

Mid-1980s: FI contributed to the recognition of distinct investment styles and used these advancements as the foundation for a new series of broad mandate strategies, including Global Equity, US Total Return and Non-US Equity.

Mid-1990s: FI began offering separate portfolio management directly to US high net worth individuals through its Private Client Group.

Early 2000: FI expanded its service offerings into Canada and established Fisher Investments Europe as a wholly-owned subsidiary in the United Kingdom. Fisher Investments UK is a trading name used by Fisher Investments Europe.

2007: FI entered into a joint venture partnership with Grüner Fisher Investments GmbH (now a wholly-owned subsidiary), which provides portfolio management services to investors in Germany.

2012: Fisher Investments Australasia Pty Ltd, a wholly-owned subsidiary of FI, was formed to offer its services throughout Australia.

In addition, FI has dedicated significant resources to the emerging field of Behavioural finance to better understand not just the tools of finance, but also how investors use these tools. This research has led Fisher Investments to develop practical applications of behavioural finance in its portfolio management process. Ken Fisher’s research has been showcased in numerous financial journals, including the Financial Analysts Journal and The Journal of Portfolio Management.

* As of 12/31/20

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.

About Fisher Investments Australasia

Fisher Investments Australia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $159 billion* in assets for over 75,000 private clients and 175 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 12/31/20)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.

Fisher Investments Australasia Pty Ltd (FIA) holds an Australian Financial Services Licence (#433312) with the Australian Securities and Investment Commission (ASIC). FIA delegates portfolio management to its parent company, Fisher Investments (FI).