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Fisher Investments Strategy

Innovation and Technology…

Fisher Investments has developed numerous investment technologies allowing it to add value through dynamic asset allocation - a departure from the conventional investment strategy many financial advisers employ. The Investment Policy Committee (IPC) and research department study and evaluate capital markets in search of the optimal mix of stocks, bonds and cash. Fisher Investments achieves a high level of performance by capitalising on the combined extensive experience of members of the IPC and the research department.

Fisher Investments strategies allow the firm to be dynamic, enabling us to navigate through variable market conditions. Its research analysts constantly monitor the capital markets to determine the best places to position assets. Through this flexible investment approach, Fisher Investments' strategies have been successful in creating excess returns relative to benchmarks over the long term.

Proactive Management…

If the core investment strategy is to maximise return while managing downside risk, many investment managers will fail at this because they specialise in one style of investing - whether it is big or small stocks, growth or value stocks, or domestic versus international investing. In our view, no one investment style can realise the benefits of taking an active approach.

"Smart investing requires finding important information most investors aren't paying attention to, and then taking advantage of those ignored investment opportunities." - Ken Fisher   CEO & Chief Investment Officer

Fisher Investments strives to select the best asset classes, styles, and ultimately securities in building a portfolio from the top-down. The most important financial portfolio performance factor is asset allocation, or the decision between stocks, bonds, and cash. Once this key investment strategy decision is made, sub-asset allocation can be determined, which involves determining equity size, valuation, and relative weights in industries and countries. Once this framework is established, security selection is finalised, which according to Fisher Investments, has the least impact on overall performance compared to the higher level decisions.

Global Opportunities…

Fisher Investments believes it can lower risk by diversifying into global markets with a flexible approach. As such, it seeks to identify investment opportunities globally based on a number of economic, market and geopolitical factors. Fisher Investments portfolio performance benefits from global diversification. Portfolios are engineered with a flexible investment strategy and continually optimised based on changing conditions.