Investment Process

Fisher Investments' philosophical commitment to a top-down investment approach is a key advantage. Fisher Investments' process begins with a focus on macro decisions at the country and sector/industry level, which can have a disproportionate impact on returns. Fisher Investments believes its process is uniquely suited for managing global portfolios, in contrast with the “bottom-up” approaches of many competitors who may leave key sector or country decisions as passive residuals. By actively managing these crucial higher-level decisions, Fisher Investments feels its process allows it to exploit a greater opportunity set for generating out-performance relative to other approaches. Further, Fisher Investments' security selection is specifically designed to leverage its top-down process, directly applying high-level themes from its macro analysis in its security analysis and selection. The same investment process has been consistently applied in various strategies since inception by Fisher Investments' Investment Policy Committee with excess return over the respective benchmarks in a variety of market conditions.

Top-Down Process

Fisher Investments' top-down investment process begins with a focus on macro decisions at the country and sector/industry level. By actively managing crucial higher-level decisions, Fisher Investments feels its top-down process allows it to actively exploit a greater opportunity set for generating out-performance.

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Security Selection

Fisher Investments' security selection process is specifically designed to leverage its top-down process, directly applying high-level themes from its macro analysis within its security analysis and selection.

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ESG Investing

Fisher Investments considers environmental, social and governance issues in the investment and portfolio construction process. Further, Fisher Investments regularly screens and tailors its investment approach for separately managed accounts depending on any particular social and environmental guideline mandated by the client.

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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 $100 Billion* in assets for over 50,000 private clients and 175 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2017, 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 01/07/2018. 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.

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).