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.
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.
Fisher Investments Europe was established in London, England in 2000. Fisher Investments Europe 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 £116 billion* in assets for over 68,000 private clients and 150 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 31/12/2020)