Our History

Fisher Investments Luxembourg, Sàrl’s parent company, Fisher Investments, is a privately held US-based investment adviser. Ken Fisher founded Fisher Investments in 1979 in the US. From the start, Fisher Investments has managed discretionary assets with a fundamental belief in capitalism and free capital markets.

Key moments in the history of Fisher Investments

Today, Fisher Investments and its affiliates operate in 16 offices and serve over 170,000 clients globally.* Take a peek at how our firm has evolved in our 45+ years of helping individuals, families, businesses and institutions all over the world achieve their long-term financial goals.

*As of 31/12/2024, Fisher Investments and its subsidiaries manage over €288 billion in assets globally–over €247 billion for private investors and €41 billion for institutional investors.

Contributions to the Investment Universe

Throughout its history, Fisher Investments has continually developed ways to look at capital markets differently.

  • Key Developments
  • Ongoing Research

Key Developments

  • Ken Fisher's theoretical work in the 1970s popularised the use of the Price-to-Sales Ratio, now a core element of modern financial curriculum. This tool was instrumental in managing small cap value portfolios for our institutional clients.
  • In the mid-1980s, Fisher Investments contributed to the delineation of six distinct investment styles. We used these advancements as the foundation for a new series of broad mandate strategies, including Global Total Return, US Total Return and Foreign Equity.

Ongoing Research

Fisher Investments has dedicated significant resources to the field of behavioural finance to better understand financial tools and how investors use them. Its research has led to the development practical applications of behavioural finance in our portfolio management process.

Its research has been showcased in numerous financial journals, including the Financial Analysts Journal and The Journal of Portfolio Management. In 1984, Ken began writing Forbes’ “Portfolio Strategy” column, which ran monthly until 31/12/2016, making Ken the longest continuously running columnist in the magazine’s history. He now writes regular columns for the New York Post and monthly, local-language columns in major Asian and Western European media organisations.

Ken has also written 11 books on investing and wealth creation. Four of Ken's more recent books—Debunkery (2010), How to Smell a Rat: The Five Signs of Financial Fraud (2009), The Ten Roads to Riches (2008) and The Only Three Questions That Count (2006)—were named New York Times bestsellers.

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