The Fisher Investments Difference: Experienced Management Team

The Fisher Investments Difference

Experienced Management Team

FISHER INVESTMENTS AUSTRALIA®

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A man dressed in a navy blue suit appears. A fly-out in the lower right corner identifies him as Bill Glaser, Executive Vice President, Portfolio Management.

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Bill Glaser: The Investment Policy Committee consists of Ken Fisher, Jeff Silk, Aaron Anderson, Mike Hanson, and myself. And, collectively, we’ve been working together for a very, very long time. We have more than 130 years of industry experience, and we’re supported by a large and extensive research department.

A man dressed in a navy blue suit appears. A fly-out in the lower right corner identifies him as Michael Hanson, Senior Vice President, Research.

Michael Hanson: The Investment Policy Committee is responsible for all of the strategies here at Fisher Investments, which includes not only our private client portfolios, but also our institutional strategies.

A woman dressed in a grey sports jacket appears. A fly-out in the lower right corner identifies her as Jill Hitchcock, Senior Executive Vice President, US Private Client Group.

Jill Hitchcock: The centralized decision-making approach, provided by our Investment Policy Committee, is different from the rest of the industry because all of our clients can be assured that they’re getting our single best approach–rather than a bunch of different individual advisers all making separate and potentially conflicting decisions for their clients.

Michael Hanson reappears on screen.

Michael Hanson: We’re very proud to say that we’ve grown a lot over the years. And we have not only many employees, but we have an executive staff with really a lot of depth. And, within that staff, we’re very also proud to say that many of those folks have grown up within the firm, you might say. Our CEO, Damian Ornani, has been with the firm for now over 20 years. Jill Hitchcock, who leads our Private Client Group, is a very similar story.

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FISHER INVESTMENTS AUSTRALIA®

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance. This document constitutes the general views of Fisher Investments Australia as of the date of this document. These views do not take into account individual financial situations, needs or objectives and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast or other forward looking statement made herein.

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FISHER INVESTMENTS AUSTRALIA®

Forecasts are based on current expectations and beliefs involving risks, uncertainties, assumptions, and judgments that are difficult to accurately predict and may prove inaccurate. Forecasts and any past performance information are not an indicator of future performance and should not be relied upon. Actual outcomes may be materially different. There can be no assurances that investment returns from a particular strategy or allocation will exceed returns from another strategy or allocation. Any commentary regarding strategy or performance reflects our Global Total Return strategy that is benchmarked to the MSCI World Index. Given different objectives and circumstances, clients may have different benchmarks and client accounts may not contain all elements of any strategy discussed here. Individual financial products, including fixed interest products and derivatives, and investing in different markets, carry unique risks. Any references to a particular tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

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