We Have an Established Performance History and Stable Management Team
Our three-member Investment Policy Committee has over 75 years of combined industry experience, and two of the three have been working together for over 25 years.
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- Ken is widely acknowledged as one of today's preeminent global investors.
- He was one of ten financial experts profiled in the book Market Gurus.
- He has written several best-selling books on investing and has authored his "Portfolio Strategy" column in Forbes magazine for over 25 years, making him the magazine’s fourth longest-running columnist.
- His books have been translated into Chinese, Japanese, Korean, German, Romanian, and Portuguese, among others.
- He can be seen regularly on Bloomberg TV, CNBC, and other well-known financial programs.
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- Andrew has been with Fisher Investments since 1995 and a member of the Investment Policy Committee (IPC) since 1996.
- He oversees the firm's Research Department as Director of Research.
- Andrew is Editor-in-Chief of MarketMinder.com, a financial website dedicated to providing you with news and timely analysis of events relevant to your portfolio.
- He has lectured on investing at UC Berkeley’s prestigious Haas School of Business.
- Prior to joining the firm, he worked in investment banking as a Corporate Finance Analyst.
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- Jeff has been with Fisher Investments since 1983, serving as President and COO from 1996 until 2005, when he became Vice Chairman.
- Prior to 1996, Jeff was Director of Trading and Operations, where he was instrumental in developing Fisher Investments’ notable reputation in portfolio management, research, and trading technology.
- He has written numerous articles and lectured before institutional investors on the use of technology in the investment process.
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- Our Research Department is comprised of 50+ investment professionals dedicated to aiding the Investment Policy Committee with every step of the investment process.
- The Research Department is organized into teams with unique responsibilities. These include analyzing macroeconomic trends, monitoring every investment sector and major country around the world, evaluating individual securities, calculating performance attribution, and implementing the IPC's portfolio decisions.
- Members of our Research Department regularly present at seminars nationwide, teach workshops and university courses, and write columns, articles, and books on investing.
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