Fisher Investments

Fisher Investments (FI) is a privately-owned, active equity manager with 40+ years’ experience managing portfolios for institutional investors. FI offers a wide range of strategies across developed and emerging markets, focusing on both large and small caps, as well as dedicated ESG & Impact variants. Philosophically, FI believes macro-economic factors are the dominant drivers of relative and absolute equity performance, and avoiding permanent biases delivers the most consistent outcomes. Our approach integrates ESG analysis in the top-down and bottom-up portions of the investment process. A strong emphasis is placed on active ownership as FI believes direct engagement with company management of portfolio holdings is a uniquely effective tool for active managers. FI’s strategies are commonly used as core portfolio holdings, or as a diversifier in multi-manager line-ups due to the macro-driven aspects of our top-down investment process. FI is truly global, with clients in over 30 countries and assets under management exceeding £153 billion as of December 31st 2021.