Ken Fisher

Ken Fisher

Last Update: 2014-11-10

Number of Stocks: 545
Number of New Stocks: 47

Total Value: $46,911 Mil
Q/Q Turnover: 2%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ken Fisher' s Profile & Performance

Profile

Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.

Web Page:http://www.fi.com/

Investing Philosophy

The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is sole determinate of their pricing. Furthermore, they believe that all widely known information has already been priced into the market. The way to add value, according to the Fisher strategy, is to "identify information not widely known, or to interpret widely known information differently and correctly from other market participants." Fisher Investments employs a team of research analysts to accomplish these tasks.

Total Holding History

Performance of Purisima Total Return (PURIX)

YearReturn (%)S&P500 (%)Excess Gain (%)
201323.3831.55-8.2
20126.2815.4-9.1
2011-7.872.08-9.9
3-Year Cumulative20.8 (6.5%/year)55 (15.7%/year)-34.2 (-9.2%/year)
201014.7415.06-0.3
200936.1826.469.7
5-Year Cumulative88.8 (13.5%/year)125.5 (17.7%/year)-36.7 (-4.2%/year)
2008-42.95-37-6.0
200712.435.616.8
200615.0515.79-0.7
20058.734.913.8
20047.8412-4.2
10-Year Cumulative63.3 (5%/year)104.1 (7.4%/year)-40.8 (-2.4%/year)
200335.2828.76.6
2002-21.96-22.10.1
20014.08-11.916.0
2000-7.42-9.11.7
199924.36213.4
15-Year Cumulative106.6 (5%/year)98.3 (4.7%/year)8.3 (0.3%/year)
199829.4828.60.9
199722.6133.4-10.8

Top Ranked Articles

Back to Basics: Valuation Ratios That Are Important to Value Investors
GuruFocus will display valuation ratios such as P/E ratio, P/S ratio, P/FreeCashFlow, Shiller P/E and P/B on its new stock summary page. This is in addition to the intrinsic values GuruFocus will display. These are the explanations of each ratio. Read more...
Book Review: The Ten Roads to Riches
Many dream of riches. Few achieve them. Why? It usually involves self-denial and hard work. It’s not that anyone can’t achieve riches, if they start young enough, but they won’t make the sacrifices to do so. A strong education helps, but is not absolutely required. As my old boss Eric Hovde said to his staff repeatedly, the biggest difference in success comes from the degree of effort put forth. I would only add that working smart amplifies the effort of working hard. Read more...
Taking a Bite Out of Yum! Brands Stock
Today, Yum! Brands Inc. (YUM), parent company of such restaurant chains as KFC, Pizza Hut and Taco Bell, has reported growth in earnings, sales and profit in all of its divisions, including China, India, Yum! Restaurants International (YRI) and the U.S., according to an SEC report filed earlier, representing data for the end of this year’s third quarter. Read more...
5 Highly Predictable Mid-/Large-Caps with ROC Over 15%
Looking for mid-, or large-cap stock research ideas? Then give Gurufocus' All-in-One Screener a try. It makes it simple to filter through the universe of stocks matching many criteria. Read more...
Ken Fisher’s Top Mega-Cap New Purchases in Q3
As founder of Fisher Investments, an independent adviser with over 25,000 private and 100 institutional clients, Ken Fisher employs a “variety of strategies” to manage assets, adding value by “identifying information not widely known,” or interpreting readily available information more accurately than other market players, according to his website. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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Hologic Produces the First FDA-Approved 3D Mammography Platform
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Hologic, Healthcare


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Guru Stocks at 52-Week Lows: IBM, BBL, DCM, EC, MFG
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How to be a Real Contrarian Investor Like Robert Snow Andreas Halvorsen,Ken Fisher - How To Be A Real Contrarian Investor Like Robert Snow
Contrarian investors are like sheep herders. They do not follow what the market says to do or what Wall Street is pushing out there as hot ticket stocks the public should take a look at. Instead, they have their own set of guidelines to follow to determine which companies they want to buy stocks from. More...

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BorgWarner and the Regulatory Environment
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Guru Stocks at 52-Week Lows: IBM, BBL, SNY, SAN, RIO Vanguard Health Care Fund,Ken Fisher - Guru Stocks At 52-Week Lows: IBM, BBL, SNY, SAN, RIO
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IBM, BHP Billiton PLC, Sanofi, Banco Santander, Rio Tinto PLC,


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PepsiCo Plans to Expand Into Additional Regions George Soros,Ken Fisher - PepsiCo Plans To Expand Into Additional Regions
In this article, let's take a look at Pepsico, Inc. (PEP), a $138.17 billion market cap company, which is a major international producer of branded beverage and snack food products. More...

PepsiCo, Beverages, Food


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Why You Should Look at Nike?
In this article, let's take a look at Nike, Inc. (NKE), a $78.31 billion market cap company, whichis the world's leading designer and marketer of high-quality athleticfootwear, athletic apparel and accessories. More...

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What is Abner Herrman Investing In?
Over the past few days, hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Abner Herrman & Brock LLC, which provides portfolio management for high net worth individuals, endowments, and corporate retirement plans. More...

Abner Herrman, Hedge funds


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Ken Fisher for Forbes - 'The Secret Indicator That Bulls Will Love'
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Model Portfolio Review - October 2, 2014
In the past five years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, and 31.8% in 2013. The market performance looks good. Could investors make more money by investing in GuruFocus Model Portfolios? It is time to check the performances. The following are the details of the performances of the four value strategies: More...

Screener, Peter Lynch, Buffett-Munger


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AmerisourceBergen Is a Center Piece in the Pharma Industry
In this article, let's take a look at AmerisourceBergen Corporation (ABC), a $17.44 billion market cap company, which is a distributor of pharmaceutical products and related health care services that was formed via the merger of Amerisource Health Corp. and Bergen Brunswig Corp. More...

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Guru Stocks at 52-Week Lows: BHP, GSK, UTX, SAP, TEF Ken Fisher,Ray Dalio,David Dreman,T Boone Pickens, - Guru Stocks At 52-Week Lows: BHP, GSK, UTX, SAP, TEF
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Weekly Guru Bargains Highlights: LVS
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Las Vegas Sands Has Attractive Growth Opportunities Ken Fisher,John Burbank,George Soros,Chuck Royce,J - Las Vegas Sands Has Attractive Growth Opportunities
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Guru Stocks at 52-Week Lows: BHP, GSK, EC, VALE, ABB
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Guru Stocks at 52-Week Lows: BHP, GSK, VOD, LYG, TEF Ken Fisher,Ray Dalio,David Dreman,James Barrow,Chr - Guru Stocks At 52-Week Lows: BHP, GSK, VOD, LYG, TEF
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Ken Fisher for Forbes – 'Investment, Un-American Style'
To hell with Obama – be un-American. I am! Our country has a great future. But it’s too popular. The U.S. of A. is 23% of global GDP yet sports 28 of the world’s 50 biggest stocks. American markets have outpaced foreign ones for seven years. These things fluctuate. More...

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Cablevision: a 'Cash is King' Company
In this article, let's take a look at Cablevision Systems Corporation (CVC), a $5.15 billion market cap company, which is one of the largest U.S. cable multiple system operators. It offers Optimum brand cable, Internet and voice services to about 2.9 million subscribers in the New York tri-state area. More...

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Ken Fisher Has Invested in Fuel Efficiency
In this article, let's take a look at BorgWarner Inc. (BWA), a $14.28 billion market cap company that is a leading supplier of highly engineered components and systems primarily for automotive drive train applications. More...

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