Fisher Investments Performance

Fisher Investments Private Client Group was founded in 1995 specifically to offer top-down, global, separate account management to high net worth individuals.

Fisher Investments uses available data to analyze the market in an approach different to those used by many money managers. Capital markets are effective discounters of widely known information. Therefore, to add value one must either interpret this information differently and correctly from other market participants or identify information not widely known. Fisher Investments' performance is achieved by an active approach to portfolio management. We start with the simple notion that supply and demand of securities are the sole determinants of securities pricing. Supply and demand are commonly known concepts, but in our opinion few investors make the cognitive connection to securities pricing. Fisher Investments achieves performance by applying various methods of analysis to the global market. We leverage capital markets technology to seek out and process investment opportunities and then exploit the information seeking to enhance Fisher Investments performance opportunities while managing risk relative to a global benchmark.

Fisher Investments investment manager team has been working together successfully for more than 20 years. Rooted in the belief all equity performance rotates among styles, Fisher Investments flagship Global Total Return strategy is not limited to a single investing style or size. Rather, Fisher Investments dynamically shifts to manage risk and increase opportunity. Fisher Investments performance analysis is prepared in compliance with the Global Investment Performance Standards (GIPS®) and independently verified on an annual basis. Please contact Fisher Investments at 1-800-587-5512 if you are a qualified investor and would like to request Fisher Investments performance analysis in an in person appointment with a Fisher Investments representative..

The Global Investment Performance Standards (GIPS) were created by the CFA Institute in 1999. The GIPS standards help to establish ethical, global and industry-wide standards for communicating investment results to prospective clients. Visit www.gipsstandards.org for more information.