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Research
Research Milestones
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Price to Sales Ratio
In the early 1980s, Fisher Investments pioneered the use
of the Price to Sales Ratio and detailed its relevance as a tool for investment
analysis.
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Small Cap Value
Fisher Investments pioneered the identification of the
small cap value equity universe in the mid 1980s and continues to be a leader
in this style of equity management.
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Style Cycle Research
In the early 1990s Fisher Investments was nationally recognized
for developing research on investment styles and cycles. The company used
these advancements as the foundation for a new series of broad equity mandate
strategies:
Global Total Return,
Foreign Equity, and
US Total Return.
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Behavioral Finance
More recently Fisher Investments' focus has been on the
emerging field of behavioral finance and understanding not just the tools
of finance, but also how investors use these tools. Its research has led
to practical applications of behavioral finance that currently play an active
role in Fisher Investments' portfolio management process.
Throughout its history, Fisher Investments' research has been
showcased in numerous
investment books
and
financial journals
including
The Financial Analysts Journal,
The Journal of Portfolio Management, and
The Journal of Behavioral Finance.
Selected Behavioral Finance Publications*
* You will need Adobe® Acrobat® Reader® to view these documents. If you do not have this application installed on your system, you can download it for free on Adobe’s website by
clicking here.
Books, Columns and Other Publications
Click here to access books published by Kenneth L. Fisher
and Philip A. Fisher.
Click here to access columns and articles published by Kenneth L. Fisher, including his
Forbes "Portfolio Strategy" column.
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