Company Background

1970s: Ken Fisher’s theoretical work in the 1970s pioneered the use of the Price-to-Sales Ratio and detailed its relevance as a tool for investment analysis. This tool was used to help manage small cap value portfolios for our institutional investors.

1979: Ken Fisher founded Fisher Investments in the US and began managing discretionary assets with a fundamental belief in capitalism and free capital markets. His investment philosophy was rooted in the simple notion that supply and demand are the sole determinants of securities pricing, and capital markets are relatively efficient discounters of all widely known information. Thus, to add value through active management, one must identify information not widely known or interpret widely-known information differently – and correctly – from other market participants.

Mid-1980s: Fisher Investments contributed to the recognition of distinct investment styles and used these advancements as the foundation for a new series of broad mandate strategies, including Global Total Return, US Total Return and Foreign Equity.

Mid-1990s: Fisher Investments began offering separate portfolio management directly to US high net worth individuals through its Private Client Group.

Early 2000: Fisher Investments expanded its service offerings into Canada and established Fisher Investments UK as a wholly-owned subsidiary in the United Kingdom.

2007: Fisher Investments entered into a joint venture partnership with Grüner Fisher Investments GmbH (now a wholly-owned subsidiary), which provides portfolio management services to investors in Germany.

2012: Fisher Investments UK began conducting business in other European countries. After four short years, Fisher Investments UK conducts business in eight European countries (excluding the UK).

2019: Fisher Investments Ireland is launched to start providing investment management services to investors in Ireland and in the European Union, including Italian and Spanish clients transitioning from Fisher Investments UK.

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.