Fisher Investments UK offers investment management services provided by its parent company, Fisher Investments. All portfolio decisions are made by Fisher Investments’ Investment Policy Committee (IPC) – an experienced investment team with over 130 years of combined industry experience.
The IPC, with support from an extensive internal research staff, collaboratively makes all strategic investment decisions. Though the IPC functions as a team, each member focuses his efforts on particular segments of investment strategy. Whilst all five committee members conduct macroeconomic, political and sentiment analysis in support of the firm’s strategies, Ken Fisher (Founder, Fisher Investments Worldwide) plays the primary role in this process. Jeff Silk (Vice Chairman and Co-Chief Investment Officer), Bill Glaser (Executive Vice President of Portfolio Management), Michael Hanson (Senior Vice President of Research) and Aaron Anderson (Senior Vice President of Research) are primarily responsible for the selection of securities within the firm’s strategies, overseeing Fisher Investments’ in-house research efforts, portfolio engineering and implementation and the firm’s technological research resources.
Founder, Fisher Investments Worldwide.
Ken founded Fisher Investments in 1979. The global Fisher organisation now serves large institutions and high net worth individuals in many parts of the developed world.
His prestigious Forbes “Portfolio Strategy” column ran from 1984 through 2016, making Ken the longest continuously running columnist in the magazine’s history.
Ken regularly contributes to several publications, including Financial Times in the UK, Børsen in Denmark, De Telegraaf in The Netherlands, Focus Money in Germany, and USA Today.
From 1984 through to 2015 Ken wrote 11 books, including 4 New York Times bestsellers.
His 1970s theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now a core part of the financial curriculum. A prize-winning researcher, his credits span a multitude of professional and scholarly journals – a paper he co-authored in 2000 received the Journal of Portfolio Management’s Bernstein Fabozzi/Jacobs Levy Award.
In 2010, ThinkAdvisor recognised Ken on its prestigious Thirty for Thirty list as one of the industry’s 30 most influential individuals of the last three decades. Tiburon Strategic Advisors also recognised Ken, awarding him with their 2009 CEO Summit Award for Challenging Conventional Wisdom.
He is ranked #200 on the 2018 Forbes 400 list of Richest Americans and #617 on the 2019 list of Global Billionaires.
Vice Chairman & Co-Chief Investment Officer, Fisher Investments
As one of Fisher Investments’ first employees, Jeff has been with the firm since 1983. He is currently Vice Chairman, Co-Chief Investment Officer and member of the firm’s Investment Policy Committee, where he is responsible for portfolio construction and implementation across a wide range of investment strategies. Prior to his current responsibilities, Jeff was Fisher Investments’ President and Chief Operating Officer. He has also served as the firm’s Director of Trading and Operations, where he was instrumental in developing Fisher Investments’ portfolio management, research and trading technology.
Executive Vice President, Portfolio Management, Fisher Investments
Bill has been with Fisher Investments since 1999 and joined Fisher Investments’ Investment Policy Committee in 2011. He is responsible for overseeing the firm’s Portfolio Management group. He has previously managed the firm’s Capital Markets, Securities Research and Portfolio Implementation teams and served as a Securities Research Analyst and Capital Markets Research Analyst.
Senior Vice President, Research, Fisher Investments
Mike has been with Fisher Investments since 2002 and joined the IPC in 2017. He is currently a Senior Vice President of Research. Mike is the author of six books and contributes frequently to the firm’s online magazine, MarketMinder. He speaks regularly around the country on a variety of topics ranging from economics to psychology and was a lecturer at the Haas School of Business at the University of California, Berkeley, where he taught Topics in Investment Management. Mike has also served as a Securities Team Leader, Institutional Client Service Manager, Capital Markets Team Leader and VP of Portfolio Management Communications. Prior to joining Fisher Investments, he worked at Bear, Stearns & Co., Inc. as a Corporate Finance Analyst in its Global Technology Group.
Senior Vice President, Research, Fisher Investments
Aaron has been with Fisher Investments since 2005 and joined Fisher Investments’ Investment Policy Committee in 2011. He is responsible for overseeing global macroeconomic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley. He has written two books, including Own the World: How Smart Investors Create Global Portfolios. He has also served as a Capital Markets Research Analyst, Innovation Manager and contributing editor of MarketMinder. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President.
The Investment Policy Committee is supported by an extensive research department.
Fisher Investments’ research department is comprised of investment professionals dedicated to aiding the Investment Policy Committee’s portfolio management responsibilities. The department is organised into teams with unique responsibilities, including analysing 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 the research department present at seminars globally, teach workshops and write articles and books on investing.
Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.