Information on the Financial Columnist, Bestselling Author, and CEO of Fisher Investments

Ken Fisher was born in 1950 in San Francisco, CA. He is the son of famed investor, author and financial theorist Phil Fisher. After graduating from Humboldt State University with a degree in economics, he worked for his father’s investment consulting business, Fisher & Co., founded in 1931. He was the only person to ever be professionally trained in investment management by Phil Fisher, and later went on to start his own firm, Fisher Investments. Phil Fisher is still widely admired and respected as one of the pioneers of modern investment theory. His investment philosophies, introduced over forty years ago, are still studied and applied by today’s investment professionals. He recorded them in Common Stocks and Uncommon Profits, published in 1958, which still remains in print today, and is considered an investment classic.

Bestselling Author

Ken Fisher published his first book, Super Stocks, in 1984. In this New York Times bestseller, he identified the Price-to-Sales Ratio, and was the first financial theorist to define and use this ratio as a forecasting tool. The Price-to-Sales Ratio is still part of core financial curriculum today. Ken Fisher went on to write three additional books, including 2006’s bestseller The Only Three Questions that Count, which highlights the three most important questions any investor must answer prior to investing, while delivering what he believes to be sound investment advice; from advantages you can bet on to market truths, and even mistakes you can avoid. Ken Fisher’s latest book, released in October 2008, is The Ten Roads to Riches, highlights how the world’s wealthy made their fortunes. In 2007, Ken Fisher partnered with John Wiley & Sons to create Fisher Investments Press, offering investment education to a wide audience, from novice investors to professional, for years to come.

Financial Columnist

In 1984, Ken Fisher started writing for Forbes Magazine, creating the “Portfolio Strategy” column. He is currently the fourth-longest-running columnist at Forbes, and is still enjoying writing for the magazine today. The column details Ken Fisher’s market outlook and offers investment insight based on his 35+ year professional career, along with a few individual stock recommendations. These columns are not necessarily the view of Fisher Investments, Ken Fisher’s firm. Ken has written for Bloomberg Money magazine, Equities magazine, Research magazine, Financial Planning magazine and Investment Advisor magazine, to name a few. He also writes a monthly column for Handelsblatt, Germany’s leading daily publication. He is a much sought-after guest columnist/writer and speaker, and also attends the Forbes cruise annually as a financial guru/panelist.

Personal Interests

In 1979, Ken Fisher began his own investment management business, Fisher Investments, based on a fundamental belief in capitalism and how free capital markets function. The firm was later incorporated in 1986, and in 2005 became the holding company for Fisher Asset Management, LLC. The firm continues to be known as Fisher Investments. Since the early days, Fisher Investments Institutional Group has been a pioneer and leader in Small Cap Value equity management, but has since broadened into a full-scale investment management firm with an array of products oriented toward specific styles. In 1995, Fisher Investments began offering global portfolio management services directly to high net worth individuals via the Private Client Group. Across both groups, the firm now has clients throughout North America, Europe and the Middle East and oversees more than $40 billion in assets (as of 8/31/08).

Information on the CEO of Fisher Investments

Ken Fisher currently resides in Woodside, CA with his wife of 36 years, Sherrilyn, overlooking the Pacific Ocean and Half Moon Bay. His interests outside of financial services include the history of Kings Mountain (where Fisher Investments’ headquarters in located), of which he has written introductions to several books on the subject. He has also conducted his own archeological investigations in these areas, leading to the discovery of remnants of logging trucks and steam-powered sawmills, among other artifacts that had been in operation on Kings Mountain and the northern Santa Cruz Mountains in the late 1800s. Ken’s interest in the giant redwoods and their canopies has led him to support ongoing study in this area. In 2006, he endowed the Kenneth L. Fisher Chair in Redwood Forest Ecology at Humboldt State University dedicated to this field of study.

To learn more about the Fisher Investments Private Client Group, please contact 1-800-587-5512 or visit www.fi.com.