Fisher Investments Research
Fisher Investments, the parent company of Fisher Investments UK (formerly Fisher Wealth Management), has been providing portfolio management services in the US since 1979. Fisher Investments has a large in-house research department dedicated to evaluating global trends, macroeconomic themes, and a broad range of political, economic, and sentiment drivers. It uses this information to support the Investment Policy Committee in its formulation of market forecasts and development of portfolio themes.
A glimpse into Fisher Investments' unique market analysis and timely perspective can be found in our Markets Commentary report, published quarterly. Click here to download your free Markets Commentary (no cost or obligation beyond completing a short request form).
You can also access CEO Ken Fisher's views on the global markets and economy through his monthly columns in Forbes magazine and Interactive Investor, as well as several other publications periodically quoting Ken Fisher’s views including Bloomberg, Reuters, and the Financial Times. Ken Fisher is also author of 8 books on finance and investing including 5 bestsellers.
Fisher Investments Research Milestones
Price to Sales Ratio
In the early 1980s, Ken Fisher pioneered the use of the Price to Sales Ratio and detailed its relevance as a tool for investment analysis.
Small Cap Value
Fisher Investments pioneered the identification of the small cap value equity universe in the mid-1980s and continues to be a leader in this style of equity management.
Style Cycle Research
In the early 1990s, Fisher Investments developed research on investment styles and cycles. The company used these advancements as the foundation for a new series of broad equity mandate strategies: Global Total Return, Foreign Equity, and US Total Return.
More recently Fisher Investments' focus has been on the emerging field of behavioral finance and understanding not just the tools of finance, but also how investors use these tools. Its research has led to practical applications of behavioral finance that currently play an active role in Fisher Investments' portfolio management process.