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Ken Fisher's Financial Beliefs

Kenneth Fisher has a fundamental belief in capitalism. In 1979, acting on that belief, he founded Fisher Investments as a sole proprietorship. In the early 1980s, he pioneered the use of the Price to Sales Ratio and detailed its relevance as a tool for financial investment analysis. Fisher Investments used this tool to help manage small capitalization portfolios for institutional investors. In 1986, Fisher Investments, Inc. (FII) registered as a corporation in the state of California and in 1987, FII registered as an investment adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Fisher Investments: Committed to Research

In the early 1990s, FI contributed to the recognition of distinct investment styles and cycles. These advancements became the foundation for a series of broad mandate equity strategies: Global Total Return, US Total Return and Foreign Equity. In the mid 1990s, FI began offering global equity management directly to high net worth individuals via the Fisher Investments Private Client Group. In early 2000, the firm expanded its operations into both Canada and the United Kingdom.

Currently, FI manages over $40+ billion* across two principal business units - Fisher Investments Institutional Group (FIIG) and Fisher Investments Private Client Group (FIPCG). These units serve diverse groups of global Fisher Investments clients including corporate, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations, governments, and high net worth individuals.

*As of September, 2008