Fisher Asset Management LLC

Overview

Fisher Asset Management LLC, also known as Fisher Investments, is a private investment firm founded in 1979 by Ken Fisher. The firm specializes in global equity and fixed income strategies, managing assets for both individual and institutional clients. As of June 2024, Fisher Investments manages over $275 billion in assets, offering tailored portfolio management through its Private Client Group and Institutional Group. The firm is known for its active, top-down investment approach guided by a five-member Investment Policy Committee, emphasizing asset allocation. Fisher Investments has expanded internationally with offices in eight countries, including a wholly owned subsidiary, Fisher Investments Europe Limited, in London. In June 2024, Fisher Investments agreed to sell a minority stake to private equity firm Advent International and a unit of the Abu Dhabi Investment Authority, valuing the firm at $12.75 billion. Ken Fisher continues to serve as the executive chairman and co-chief investment officer, with Damian Ornani as the CEO. The firm is headquartered in Plano, Texas, and has additional offices in Camas, Washington, and Collegeville, Pennsylvania. Fisher Investments serves a diverse client base, including individuals, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations, pension and profit sharing plans, and state or municipal government entities. The firm's investment approach focuses on long-term growth, utilizing a global perspective to identify opportunities across various asset classes and regions. Fisher Investments is committed to providing personalized investment solutions, aligning with clients' financial goals and risk tolerance. The firm has a reputation for its client-first philosophy and has been recognized for its innovative investment strategies and commitment to client service.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies