Fisher Funds
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Why Invest with Fisher Funds?

Opportunity knocks for investors
Many New Zealand, Australian and International companies are world class in product, but remain largely ‘undiscovered’ by the world’s investing community, partly because they are focused more on the doing than the telling. Such companies are often too small to be noticed by larger investors and can remain undervalued in spite of achieving real earnings growth. Fisher Funds' objective is to identify smaller, growing companies that have the ability to double their profits over a 3-5 year period. If we buy and hold such companies, we know that their share prices will ultimately follow suit.

 
  • We are a specialist investment manager, channeling all our efforts into achieving investment returns that exceed our investors’ expectations. We think it is important that our key staff own Fisher Funds – this means that our interests are directly aligned with yours.
  • We have a straightforward approach. We invest in good quality, proven growth companies. We do not seek ‘bargains’ or try to ‘time the market’. We simply invest in growing companies, knowing that share price growth ultimately follows earnings growth.
  • We try to know more about our companies than any other investor. We visit them often, know them well, and in many cases, have owned them for a very long time.
  • We choose our investments company by company and only invest after we have completed thorough analysis of each business, its competitors and its management. We believe that this thorough research approach minimises the risk of nasty surprises.
  • Our approach has been time-tested over twenty years. We recognise that past performance is no guarantee of future results; however our investment style has been successful in good times and bad, and provides some comfort in an otherwise uncertain investment world.
  • A reputation for clear, common sense communications. We tell you who we invest in and why and keep you updated through our monthly investor newsletter “From the Undergrowth”.
To learn more about Fisher Funds' investment philosophy click here.

When you invest with Fisher Funds, we will not lose you on a large, impersonal database or call centre. When you call us you will talk to another person and not an automated machine. We take our success personally, and believe that we are differentiated by the personalised service that we do offer investors. 

The following table highlights some of Fisher Funds’ recent investment achievements.  The information must be treated as illustrative only because past performance is not necessarily a reliable guide to future performance

New Zealand Growth Fund
Morningstar Fund Manager of the Year (Domestic Equities) 2004, 2005 and 2006

New Zealand Growth Fund
FundSource NZ Equity Fund Manager of the Year 2002, 2003 and 2007

 

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