Investment Strategies

Fisher Investments' philosophy is based on a fundamental belief in capitalism and subsequently how free capital markets function. We start with the simple notion that supply and demand of securities are the sole determinants of securities pricing. Correspondingly, we believe capital markets are highly effective discounters of all widely known information. Therefore, 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. We apply proprietary capital markets technology to seek out and process opportunities to exploit such information. Our capital markets technology is developed through the study of finance theory, history and empiricism.

Fisher Investments manages a variety of global, global ex-US and US equity strategies for institutional investors. Our strategies leverage both our top-down macroeconomic research as well as our fundamental stock selection process.

Global Strategies

Fisher Investments' global strategies seek to exploit the structure of global markets and capitalize on country, sector and industry cycles as they come in and out of favor.

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Global ex-US Strategies

Fisher Investments' global ex-US strategies seek to exploit the structure of global markets and capitalize on country, sector and industry cycles as they come in and out of favor.

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US Equity Selection

US Equity Strategies

Fisher Investments' US equity strategies utilize both top-down and combined investment processes to attempt to capitalize on style and sector cycles as they come in and out of favor, and to discover securities most likely to generate the highest expected returns.

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About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $105 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 50,000 high net worth individuals. Founder and Executive Chairman 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 9/30/2018. Includes Fisher Investments and its subsidiaries.)