Fisher Investments Strategy

Many money managers' objectives are the same: maximize return while managing downside risk. However, many firms, because they specialize in only one style of investing, can't always be successful at reaching that objective. No static style, in our opinion, can realize the benefits of taking a more active approach.

Top-down Investing

Many of our strategies utilize a top-down investment process based on applying capital markets technology to the analysis of a wide range of economic, political and sentiment drivers to formulate forecasts and develop portfolio themes. Fisher Investments feels the most important performance factor in any portfolio is asset allocation and, as appropriate, we start the investment process by deciding how much to allocate between stocks, bonds and cash. We then make sub-asset allocation decisions, such as how to weight various sectors, countries and styles. Once this framework is established, individual security selection is finalized.

Dynamic Approach

Fisher Investments' strategy is characterized by a dynamic approach and is a departure from the conventional investment strategy many financial advisers employ. We have found that being dynamic allows us to navigate more smoothly through varying market environments and better capitalize on current opportunities. Our dedicated research staff and the Investment Policy Committee (IPC) continually monitor capital markets to determine the best categories to position assets, depending on economic, market, political and sentiment drivers. Portfolios are engineered with a flexible strategy and optimized based on our changing forecast of market conditions.

Learn more about Fisher Investments’ portfolio management services for individual investors.