How we invest

    Understand how our experienced and award‑winning in‑house investment team approach investing.

    You want to make sure your fund manager is roadworthy. Fisher Funds has a time-tested investment approach; we've been helping our clients achieve their ambitions for over 25 years. Here’s a snapshot of the investment thinking that shapes our decisions and our results.

    It's possible to beat the market

    We believe this is possible by picking winners and avoiding losers. Our experience confirms that outperformance is possible, but not at all times. Our investment team focuses on active management (selecting investments they believe will beat the market).

    We focus on the factors we can predict & understand

    We know markets and prices are influenced by many things. We focus on the factors that we can predict and understand, like the quality and competitive advantage of a particular company, rather than unpredictable factors such as exchange rates and central bank policies.

    We are investors not speculators

    If we cannot make an informed judgement as to the value of an investment, we will wait until we can. We understand the difference between price and value, and we know the market will get it wrong from time to time. We rely on our own assessment of value, rather than the market’s.

    We believe in spreading our bets

    Rather than risking our clients’ money on a handful of “sure bets” that might not come off. In each of our portfolios, we diversify across businesses, sectors and geographies so that no one investment can have an undue influence on our overall returns.

    We are long term investors

    We make our investment decisions accordingly. We are not looking for the stock of the month, but we’d quite like to find the stock of the decade! Many of our clients have an investment timeframe of several decades!

    We want our clients to know what to expect

    We have summarised our stock-picking framework (known affectionately as STEEPP) along with our broad investment approach on our website and encourage you to visit. We also keep you updated in our investing newsroom. Nobody wants surprises when it comes to investing.

    Got questions?
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    Our team is available to tell you more and answer any questions you may have. Chat with us online or request a call by clicking the button below.