Fisher Investments Philosophy

Clients' personal goals are fused with Fisher Investments' broader philosophy into an investment portfolio managed against an appropriate benchmark. We have found meshing client goals with proven investment fundamentals is the most effective way to optimize long-term returns for our clients.

Supply and Demand

Fisher Investments believes supply and demand are the sole determinants of securities pricing. Correspondingly, we believe capital markets are relatively efficient 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. The investing discipline at Fisher Investments is founded on these core principles.

Capital Markets Technology

We leverage capital markets technology to seek out and process investment opportunities and then to exploit such information with the goal of enhancing Fisher Investments performance opportunities while managing risk relative to an appropriate benchmark. These investing tools and methodologies are developed by a team of research analysts under the direction of Ken Fisher and the rest of the Investment Policy Committee (IPC) and are designed to add value throughout the investment process.