Our Investment Process
Fisher Investments’ top-down investment process first establishes outlooks and develops portfolio themes to emphasise parts of the market we believe will perform best, such as different countries and stock market sectors. We then analyse individual securities and select those we believe best capture macro preferences.
Global Macro Driver Analysis
We analyse a wide range of economic, political and sentiment drivers to formulate forecasts and develop portfolio themes.
Prospect List Definition
Based on Fisher Investments’ macro driver analysis, we identify securities that best capture the high-level themes consistent with the outlook and forecast.
We conduct fundamental analysis to select securities with strategic attributes that provide competitive advantages over peers.