Recent News From Asset Advisory Firm Fisher Investments

Some advisory firms hire fresh faces right out of college: Even without an MBA, a recruit might be right for the business
By Liz Skinner, InvestmentNews 9/22/08
At one of the nation's fastest-growing investment advisory firms, recruiters aren't looking for MBAs as they search for fresh faces. Fisher Investments of Woodside, Calif., wants to hire its future financial advisers before they seek a master's degree in business administration. Click here for full story: http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20080922/REG/309229982/1009/TOC


Fisher snaps up Lighthouse’s assets
By Bruce Kelly, InvestmentNews, 08/18/08
Fisher Investments this morning said that it has acquired the assets of Lighthouse Capital Management of Houston, which manages about $500 million. Terms of the deal weren’t disclosed. It is the second recent acquisition for Fisher, which is based in Woodside, Calif., and has $45 billion in assets under management. Click here for full story: http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20080818/REG/886358904

Fisher Investments Joins IKANO's Family of Fund Managers
Forbes, 9/15/08
U.S.-based asset manager Fisher Investments announced IKANO Fund Management's recent decision to hire Fisher Investments to manage a small cap value equity portion of its Portable Alpha Fund and its US Small Cap Equity Fund. Fisher Investments, a global money manager headquartered in California, has one of the longest performance histories in small cap value equity management, serving an impressive roster of institutional clients for over 20 years. Click here for full story: http://www.forbes.com/prnewswire/feeds/prnewswire/2008/09/15/prnewswire200809150701PR_NEWS_USPR_____NY33071.html

Ken Fisher: Feel it in your bones
By Moira O'Neill, Investors Chronicle, 6/17/08
You'd expect the son of one of the greatest investors of all time to have some interesting views on investment. But billionaire American investor Ken Fisher, founder and chief executive officer of Fisher Investments, doesn't like to make things complicated. Investing, he says is best if you "keep it simple". Click here for full story: http://www.investorschronicle.co.uk/InvestmentGuides/FinancialPlanning/article/20080617/e3230a58-3c44-11dd-9d50-0015171400aa/Ken-Fisher-Feel-it-in-your-bones.jsp

California Firm buys EconoStrat, eyes more takeovers
By Svea Herbst-Bayliss, Reuters, 1/22/08
Fisher Investments, the $45 billion boutique money management based in California, purchased its first U.S. investment management firm as part of a plan to grow assets to $100 billion, an executive said. The Woodside, California-based firm headed by Forbes magazine columnist Ken Fisher, bought EconoStrat Advisory Corp for an undisclosed sum, Mark Scalzo, head of mergers and acquisitions at Fisher told Reuters on Tuesday. Click here for full story: http://www.reuters.com/article/mergersNews/idUSN2254383020080122

Fisher Investments enters publishing biz
By Aaron Siegel, InvestmentNews, 11/27/07
John Wiley & Sons Inc., a Hoboken, N.J.-based publisher, and Fisher Investments, of Woodside, Calif., will launch Fisher Investments Press, which will publish books written by investment experts at the money management firm. The first Fisher Investments Press title, “10 Roads to Riches,” which was written by Ken Fisher, founder and chief executive of Fisher Investments of Woodside, Calif., is set to be published next year. The book focuses on various methods of wealth accumulation, with topics ranging from saving to inheritance and business enterprise. Click here for full story: http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20071127/FREE/71127008

Fisher Investments Expands into Germany with Acquisition of Thomas Gruner Vermogensmanagement
Business Wire, 7/17/07
Fisher Investments, a multi-product money management firm with over $42 billion assets under management, announced today that it has extended its reach into Europe through a fifty percent acquisition of Thomas Gruner Vermogensmanagement GmbH. The new company will be called Gruener Fisher Investments, financial terms were not disclosed. Click here for full story: http://www.allbusiness.com/services/business-services/4546842-1.html

NOTE: The content of these articles reflects the personal opinions and viewpoints of the authors, who are not affiliated with either Fisher Investments or Ken Fisher. Fisher Investments is not responsible for any errors or omissions contained in the articles, and does not necessarily approve of or endorse the content of the articles or the opinions or viewpoints of the authors. The articles should not be regarded as a description of the advisory services provided by Fisher Investments or the performance returns of any Fisher Investments client. Fisher Investments clients' accounts are managed using a variety of investment techniques and strategies not necessarily discussed in the articles or any materials referenced in the articles. Investments in securities involve the risk of loss, and past performance is no guarantee of future results. The links to these articles are being provided as a convenience only. Use of the articles is subject to the copyright and other restrictions imposed by the providers of the articles.