FISHER ASSET Overview
Fisher Asset Management Llc is an investment advisor that manages 60.8 BN dollars in regulatory AUM and has 1085 employees, of which 681 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 161BN in positions, representing 265% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 161BN in positions, representing 265% of the manager's regulatory AUM.
FISHER ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FISHER ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.36% | Tech | 6.16% | -0.35% | 1 | 39% | ||
| MSFT | 4.47% | Tech | 19.44% | 0.32% | 1 | 45% | ||
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FEATURED IN
FISHER ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth L. Fisher | Ceo, Chairman Board Of Managers, Co-Cio, Investment Policy Committee | January-1979 |
| Jeffery L. Silk | Vice Chairman, Vice Chairman Board Of Managers, Co-Cio, Investment Policy Committee | December-1988 |
| Steven R. Triplett | Chief Operating Officer, Board Of Managers | December-2001 |
| Damian D. Ornani | President, Client Acquisition And Service, Board Of Managers | January-2004 |
| Thomas C. Fishel | Chief Compliance Officer | January-2005 |
| Nathan C. Fisher | Board Of Managers | June-2013 |
FISHER ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
FISHER ASSET Investment Strategy
FISHER ASSET Portfolio Concentration
FISHER ASSET Location
5525 NW FISHER CREEK DRIVE
CAMAS, Washington
UNITED STATES, 98607-9911
CAMAS, Washington
UNITED STATES, 98607-9911
FISHER ASSET Contact Information
Phone Number: 800-851-8845
Fax Number: 866-597-9707
Website: null
Fax Number: 866-597-9707
Website: null
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