Fisher Investments does not base market decisions on just one investment portfolio manager’s views. With more than 130 years of combined industry experience, Fisher Investments' five-person Investment Policy Committee collaboratively makes all of the firm’s strategic investment decisions.
Chairman & Director, Fisher Investments Europe Limited Executive Chairman & Co-Chief Investment Officer, Fisher Investments
Ken is the founder, Executive Chairman and Co-Chief Investment Officer of Fisher Investments, a money management firm serving large institutions and high net worth individuals globally. The firm has offices in Washington, California, Texas, the United Kingdom, Germany, Dubai, Australia and Japan, with further global expansion underway.
His prestigious Forbes “Portfolio Strategy” column ran from 1984 through 2016, making Ken the longest continuously running columnist in the magazine’s history. He continues to write regular columns for the UK’s Financial Times and Germany’s Focus Money. Ken has written 11 books, including four New York Times bestsellers.
Ken has also been published, interviewed and/or written about in publications globally. His 1970s theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now a core element of modern financial curricula. A prize-winning researcher, his credits span a multitude of professional and scholarly journals—a paper he co-authored with Meir Statman in 2000 received the Journal of Portfolio Management’s Bernstein Fabozzi/Jacobs Levy Award, and in 2010 Investment Advisor recognized Ken on its prestigious “Thirty for Thirty” list of the industry’s 30 most influential individuals of the last three decades. Tiburon Strategic Advisors also recognized Ken, awarding him with their 2009 CEO Summit Award for Challenging Conventional Wisdom.Read More
Vice Chairman & Co-Chief Investment Officer
As one of Fisher Investments’ first employees, Jeff has been with the firm since 1983. He is currently a Vice Chairman, Co-Chief Investment Officer and member of the firm's IPC, where he is responsible for portfolio construction and implementation across a wide range of investment strategies. Prior to his current responsibilities, Jeff was Fisher Investments' President and Chief Operating Officer. He has also served as the firm’s Director of Trading and Operations, where he was instrumental in developing Fisher Investments' portfolio management, research and trading technology.
Executive Vice President, Portfolio Management
Bill has been with Fisher Investments since 1999 and joined the IPC in 2011. He is the Executive Vice President responsible for the oversight and management of the Portfolio Management Group. He previously managed the firm's Securities Research, Portfolio Implementation and Capital Markets Research teams and served as a Securities Research Analyst and Capital Markets Research Analyst.
Senior Vice President, Research
Mike has been with Fisher Investments since 2002 and joined the IPC in 2017. He is currently a Senior Vice President of Research. Mike is the author of six books and contributes frequently to the firm’s online magazine, MarketMinder.com. He speaks regularly around the country on a variety of topics ranging from economics to psychology and was a lecturer at the Haas School of Business at the University of California, Berkeley, where he taught Topics in Investment Management. Mike has also served as a Securities Team Leader, Institutional Client Service Manager, Capital Markets Team Leader and VP of Portfolio Management Communications. Prior to joining Fisher Investments, he worked at Bear, Stearns & Co., Inc. as a Corporate Finance Analyst in its Global Technology Group.
Senior Vice President, Research
Aaron has been with Fisher Investments since 2005 and joined the IPC in 2011. He oversees the firm’s global macroeconomic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley, and has written two books, including Own the World: How Smart Investors Create Global Portfolios. He has also served as a Capital Markets Research Analyst, Innovation Manager and contributing editor of MarketMinder.com. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President.
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 $121 billion* in assets for over 68,000 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 12/31/2019. Includes Fisher Investments and its subsidiaries.)
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.