Fisher Investments Performance

Fisher Investments Europe Limited, trading as Fisher Wealth Management, is a private, independent wealth management company registered in England and is authorised and regulated by the Financial Services Authority (FSA). It is part of the global division of Fisher Investments. Fisher Wealth Management’s investment professionals provide a wide range of wealth management strategies for individuals with the ability to devise bespoke investment plans for clients and calling upon the services of Fisher Investments for discretionary investment management services. Fisher Investments, was founded in 1979 by Kenneth L. Fisher. It is headquartered in Woodside, California, USA and registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). In the mid-1980s, Fisher Investments contributed to the recognition of distinct investment styles and cycles. Fisher Investments serves the investment needs of prominent institutions and affluent individuals, with billions under management.

We have dedicated significant resources to the emerging field of behavioural finance to better understand not just the tools of finance, but also how investors use those tools.

At Fisher Investments, we believe capital markets are effective discounters of widely obtainable information. One must identify unique information to add value; information that is not widely known, or interpret widely obtainable information differently and correctly from others in the market place. Our performance is realised through an active, not passive, approach to the investment process, leveraging capital markets technology throughout our portfolio management, seeking and exploiting undervalued or unique investment opportunities. Fisher Investments' performance is due to our unique analysis of available information. Fisher Investments seeks to enhance performance by adopting uncommon methods of data analysis and applying them to the markets. Our goal is to manage risk while enhancing Fisher Investments performance opportunities as it relates to an appropriate benchmark.

Fisher Investments performance analysis can be requested by qualified investors when meeting with a Fisher Investments representative. If you are interested in a meeting with a Fisher Investments representative and requesting Fisher Investments performance data, please contact Fisher Wealth Management at 0800 1444 731.