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Home  >   Philosophy

Institutional Investment Philosophy

Since inception, Fisher Investments' investment philosophy has been guided by the principles of capitalism and how free capital markets function.

Our guiding principles:

  1. The goal of portfolio management is to maximize the probability of beating a benchmark
  2. This goal is best accomplished by analyzing the primary determinants of benchmark return
  3. Capital markets are effective discounters of widely known information
  4. Security pricing is a function of supply and demand

Fisher Investments believes that to add value through active management one must identify information not widely known, or interpret widely known information correctly and differently from other market participants. Fisher Investments applies proprietary capital markets technology to seek out and process investment opportunities and then to exploit such information. Its capital markets technology is developed through the study of finance theory, history, and empiricism.

Excess Return in Efficient Capital Markets Diagram Excess Return in Efficient Capital Markets Diagram