Key Moments in the History of Fisher Investments
Today, Fisher Investments and its affiliates operate in 15 offices and serve over 155,000 clients globally.* Take a peek at how our firm has evolved in our 40+ years of helping individuals, families, businesses and institutions all over the world achieve their long-term financial goals.
*As of 01/07/2024, Fisher Investments and its affiliates manage over $416 billion in assets globally—over $357 billion for private investors and $58 billion for institutional investors.
Contributions to the Investment Universe
Throughout Fisher Investments' history, we have continuously developed ways to look at capital markets differently.
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Key Developments
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Ongoing Research
Key Developments
- Ken Fisher's theoretical work in the 1970s popularised the use of the Price-to-Sales Ratio, now a core element of modern financial curriculum. This tool was instrumental in managing small cap value portfolios for our institutional clients.
- In the mid-1980s, Fisher Investments contributed to the delineation of six distinct investment styles. We used these advancements as the foundation for a new series of broad mandate strategies, including Global Total Return, US Total Return and Foreign Equity.
Ongoing Research
We have dedicated significant resources to the field of behavioural finance to better understand financial tools and how investors use them. Our research has led us to develop practical applications of behavioural finance in our portfolio management process.
Our research has been showcased in numerous financial journals, including the Financial Analysts Journal and The Journal of Portfolio Management. In 1984, Ken began writing Forbes’ “Portfolio Strategy” column, which ran monthly until 31/12/2016—making Ken the longest continuously running columnist in the magazine’s history.
He writes monthly, native language columns in major media organs around the world, including the New York Post in the United States; the Daily Telegraph in the United Kingdom; Australia’s most read newspaper, The Australian; Denmark’s leading business newspaper, Børsen; Ireland’s The Business Post; Singapore’s The Business Times; Taiwan’s Business Weekly; Caixin—often called the “Bloomberg of China”; South Korea’s largest business paper, Chosun Weekly Biz; the Netherlands’ largest newspaper, De Telegraaf; Japan’s Diamond Weekly; Spain’s largest business website and newspaper, elEconomista; Germany’s Focus Money; Canada’s most read newspaper, The Globe and Mail; Switzerland’s leading business paper, Handelszeitung; the Hong Kong Economic Journal; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; France’s L’Opinion; Belgium’s La Libre; the United Arab Emirates’ The National; and Austria’s Trend. In total, his 26 unique columns span more countries in more total volume than any other columnist of any type ever.
Ken has also written 11 books on investing and wealth creation. Four of Ken's more recent books—Debunkery (2010), How to Smell a Rat: The Five Signs of Financial Fraud (2009), The Ten Roads to Riches (2008) and The Only Three Questions That Count (2006)—were named New York Times bestsellers.
Insights & Media
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