The Fisher Investments Advantages

General Fisher Investments Information
As a leading independent investment management firm, Fisher Investments participates in global equity markets across two principal business units - Fisher Investments Institutional Group (FIIG) and Fisher Investments Private Client Group (FIPCG). Fisher Investments serves a global client base of diverse investors including corporate, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations, governments and high net worth individuals. The Investment Policy Committee, comprised of the firm's most senior investment professionals, is responsible for all strategic investment decisions for both business units.

Overall portfolio management responsibility is shared by the members of Fisher Investments’ Investment Policy Committee (IPC). The IPC’s role is to develop the investment strategy for the firm’s products based on Fisher Investments’ philosophy, process, research and current trading conditions. The IPC collaboratively makes all strategic investment decisions affecting the firm’s portfolios. Though the IPC functions as a team, each member focuses his efforts on particular segments of investment strategy.

Fisher Investments is headquartered in Woodside, California. All investment management activities take place at our firm headquarters. Fisher Investments also maintains additional operations at its office locations in San Mateo, California and Vancouver, Washington. Fisher Investments Europe Limited (FIE), a wholly-owned subsidiary, is based in London, England and markets Fisher Investments’ money management services to prospective clients in the United Kingdom.

General Investment Philosophy
Fisher Investments’ investment philosophy is based on a fundamental belief in capitalism and subsequently how free capital markets function. We start with the simple notion that supply and demand of securities are the sole determinants of securities pricing. Correspondingly, we believe capital markets are highly effective discounters of all widely known information. Therefore, 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. Fisher Investments applies proprietary capital markets technology to seek out and process opportunities to exploit such information. Our capital markets technology is developed through the study of finance theory, history and empiricism.

Established Performance History
When you hire Fisher Investments, you get a cutting-edge, world-class money management firm with more than 60 years combined Investment Policy Committee experience. Our established performance history includes what we believe are an impressive number of correct market calls over the last 20 years. No professional money manager is correct every time, nor can we guarantee future market calls, but Fisher Investments is proud of its calls regarding the U.S. bear markets in 1987, 1990-91, and 2000-2002; the historic bull market through the end of the century, the tech bubble burst of 2000, and the end to the long bear market in 2002. Our goal is to keep our clients on the right side of the market to best of our extent in any market condition.