Key Moments in the History of Fisher Investments
Today, the global Fisher group of companies operates in 16 offices and serve over 170,000 clients globally.* Take a peek at how the Fisher group of companies 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 affiliates manage over $534 billion in assets globally.
Contributions to the Investment Universe
Throughout the history of the global Fisher group of companies, it has continuously developed ways to look at capital markets differently.
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Key Developments
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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 its institutional clients.
- In the mid-1980s, Fisher Investments contributed to the delineation of six distinct investment styles. It 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 New Zealand’s US-based parent company, 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 it to develop 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.
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments New Zealand.