Fisher Investments is a major US-based investment management firm founded by Ken Fisher. With over $197 billion in assets under management, it provides portfolio management services to high net worth individuals, retirement plans, foundations and more. Fisher Investments has become well-known for its distinct investment philosophy and approach. Here we explore the core benefits it offers investors.
Broad Diversification Across Global Markets
Fisher Investments constructs broadly diversified portfolios for clients across global equity, fixed income and currency markets. This wide diversification aims to reduce risks while still capturing returns from growth opportunities worldwide. Fisher follows a top-down approach examining macro trends when deciding asset allocation and geographical exposure.
Active Management with a Long-Term Focus
Fisher Investments employs active management, frequently trading to take advantage of shorter-term opportunities. But its philosophy remains long-term focused, looking at market cycles over 5-10 years. This contrasts with short-term constrained approaches common at other large investment firms.
Specialized Research and Risk Management
Fisher Investments has a large in-house research team analyzing economic, market and security trends. This allows it to gain unique insights and adjust portfolios accordingly. Additionally, Fisher places strong emphasis on risk management using portfolio construction techniques to control drawdowns.
Low Costs and Fee Structures
As one of the largest RIAs globally, Fisher Investments can benefit from significant economies of scale. This allows it to offer services at competitive cost structures not always matched by smaller firms. Management fees often range from 1% to 1.5% depending on account sizes.
In summary, Fisher Investments provides investors diversified global portfolio management, active trading around long-term themes, robust research capabilities and relatively low costs. For those seeking an active manager with a value-oriented approach, Fisher offers a compelling option.