Fisher Investments (FI) is a privately-owned, active equity manager with 40+ years’ experience managing segregated mandates 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 includes ESG analysis, that is integrated in both the top-down and bottom-up portions of the investment process. Active ownership is a key feature of our approach to responsible investment and is handled via direct engagement or proxy voting. Additionally, FI seeks to take a leading role in co-engagements with current and prospective portfolio holdings as part of various responsible investor networks (e.g. Climate Action 100+ & CDP).
FI is truly global, with clients in 30 countries and assets under management exceeding £135 billion as of June 30th 2021.