Fisher Investments
Overview
Fisher Investments, founded in 1979 by Ken Fisher, is an independent, fee-only investment adviser headquartered in Plano, Texas. The firm manages over $362 billion in assets for more than 190,000 clients worldwide, including individuals, families, businesses, and institutions. Fisher Investments offers a range of services through its various business units, including the Private Client Group, which manages assets for high-net-worth individuals and families, and the Institutional Group, which serves organizations such as corporate, public, and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies. The firm's investment approach is guided by a five-member Investment Policy Committee, emphasizing asset allocation and a top-down investment strategy. Fisher Investments has expanded internationally with offices in multiple countries, including a wholly owned subsidiary, Fisher Investments Europe Limited, in London. As of June 2024, the firm was recognized as Active Manager of the Year by MoneyAge at its sixth annual Wealth & Asset Management Awards. In June 2024, Fisher Investments announced that Advent International and a unit of the Abu Dhabi Investment Authority agreed to acquire a minority stake in the company, valuing it at $12.75 billion. Despite this investment, Ken Fisher remains the executive chairman and co-chief investment officer, and Damian Ornani continues as the CEO. The deal was expected to close later that year. Fisher Investments' portfolio is diversified across various sectors, with significant holdings in technology companies such as Microsoft, Apple, NVIDIA, Amazon, and Alphabet. The firm focuses on investments in the United States, with a substantial portion of its portfolio allocated to large-cap stocks. Fisher Investments' performance history has been impressive, consistently outperforming broader market indices over the long run. However, like any investment firm, it has experienced periods of underperformance as well. The firm continues to develop innovative capital markets technologies to help clients achieve their financial goals.
Investment Focus
- Accredited investor status required for certain investment vehicles
- Compliance with Fisher Investments' investment policies and guidelines
- Agreement to Fisher Investments' standard investment advisory agreement
Portfolio Companies
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Frequently asked questions about Fisher Investments
What sectors does Fisher Investments invest in?
Fisher Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Plano, United States. Fisher Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does Fisher Investments invest at?
Fisher Investments backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 500M.
Which regions does Fisher Investments invest in?
Fisher Investments invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Fisher Investments?
Team members listed for Fisher Investments include Kyle Whitney (Vice President) and Kirsten Forrester (Vice President - International Training and Development).
What companies has Fisher Investments invested in?
Fisher Investments's portfolio includes Apple Inc., Microsoft Corporation, Amazon.com Inc., Alphabet Inc. and NVIDIA Corporation.
How do I contact Fisher Investments?
Fisher Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
