Top-Down Process

Fisher Investments' top-down 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 portfolios, in contrast with more "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 top-down process allows it to actively exploit a greater opportunity set for generating out-performance than other approaches.

Security Selection Process

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.

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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 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 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).