Investment Management for Institutional Investors
The Fisher Investments Institutional Group serves a global client base of diverse investors including corporate, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations, sovereign wealth funds, and governments. Throughout Fisher Investments' history, a primary objective has been to provide consistent long-term results to institutional clients. Fisher Investments believes its investment philosophy and approach enable it to generate excess return in a variety of market environments. The long-term history speaks to the repeatability of the process and the discipline in applying it.
Experience
A primary competitive advantage is the experience and stability of Fisher Investments' senior investment management team. Investment strategies are managed by the firm's three person Investment Policy Committee (IPC) consisting of Ken Fisher, Jeff Silk and Andrew Teufel. The IPC offers clients more than 75 years of combined industry experience.
Performance
Fisher Investments performance is attained through an active approach to portfolio management, seeking to maximize the probability of beating a benchmark. We believe value in portfolio management is created by identifying new information and uniquely interpreting public information.
Strategies
Fisher Investments offers an array of institutional investment strategies oriented toward specific styles. The firm has the unique ability to combine styles to meet specific needs of the client. Some of the Fisher Investments Institutional Group’s primary investment strategies include:
- Global Total Return: a top-down investment process concentrating on the structure of global markets, capitalizing on country and sector cycles
- Foreign Equity: a top-down investment process, attempting to capitalize on country and sector/industry cycles in foreign markets
- US Total Return: a top-down investment process, striving to capitalize on style and sector cycles in the US
- Small Cap Value: a bottom-up stock selection process, looking for companies that may be undervalued by the marketplace