Fisher Investments Ireland Limited, which trades as Fisher Investments Europe, was established in Dublin, Ireland in 2019. Fisher Investments Europe offers investment management services and delegates the portfolio management function to its parent company, Fisher Investments, an independently owned money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than € 130 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 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 31/12/2020.)
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 Fisher Investments (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 Limited (FIUK) as a wholly-owned subsidiary in the United Kingdom.
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:FIUK began conducting business in Continental European countries.
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.
2016: Grüner Fisher Investments GmbH (GFI) based in Rodenbach, Germany became a wholly-owned subsidiary of FI.
2018: FI established a wholly-owned subsidiary, Fisher Investments Ireland Limited (FII), authorized by the Central Bank of Ireland and located in Dublin, Ireland. FI also established a wholly-owned subsidiary, Fisher Investments Luxembourg, Sàrl (FIL), located in Luxembourg, Luxembourg.
* As of 31/12/2020