Fisher Investments is a large investment management firm managing over $197 billion in assets. In 2022, financial markets saw significant volatility and declines, putting pressure on many investment strategies’ returns. This article will analyze Fisher Investments’ performance across their various investment strategies in the turbulent year of 2022.
Overview of Fisher Investments’ investment strategies
Fisher Investments offers a range of equity, fixed income, and balanced strategies for institutions and individuals. Key strategies include their Global Total Return strategy, which takes a top-down approach investing across geographic regions and asset classes, their US Large Cap Total Return strategy focusing on large US stocks, and balanced strategies that blend equities and bonds.
Analysis of returns across key Fisher strategies in 2022
Given the bear market in equities in 2022, most Fisher Investments equity strategies likely saw negative returns for the year. However, their fixed income and balanced strategies may have held up better with allocations to higher quality bonds. Analysis of any preliminary 2022 return data that becomes available could quantify performance.
2022 presented challenges for many investors with both stocks and bonds declining. Analysis of Fisher Investments’ range of strategy returns could show relative performance and indicate which approaches were more resilient.