Ken Fisher

Ken Fisher

Last Update: 07-17-2015

Number of Stocks: 592
Number of New Stocks: 57

Total Value: $49,932 Mil
Q/Q Turnover: 5%

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 (%)
20144.5313.69-9.2
201323.3832.39-9.0
20126.2816-9.7
3-Year Cumulative37.1 (11.1%/year)74.6 (20.4%/year)-37.5 (-9.3%/year)
2011-7.872.11-10.0
201014.7415.06-0.3
5-Year Cumulative44.9 (7.7%/year)105.1 (15.5%/year)-60.2 (-7.8%/year)
200936.1826.469.7
2008-42.95-37-6.0
200712.435.496.9
200615.0515.79-0.7
20058.734.913.8
10-Year Cumulative58.3 (4.7%/year)109.4 (7.7%/year)-51.1 (-3%/year)
20047.8410.88-3.0
200335.2828.686.6
2002-21.96-22.10.1
20014.08-11.8916.0
2000-7.42-9.11.7
15-Year Cumulative73.7 (3.7%/year)86.4 (4.2%/year)-12.7 (-0.5%/year)
199924.3621.043.3
199829.4828.580.9
199722.6133.36-10.8

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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This Correction Is a Lot Like 1997 – Ken Fisher Veteran investor says it is almost impossible to time a correction, but this one probably will be finished soon Ken Fisher - This Correction Is A Lot Like 1997 – Ken Fisher
Ken Fisher (Trades, Portfolio) thinks it is virtually impossible to time a correction.While history doesn't repeat itself, it often rhymes, and Fisher thinks the current correction is much like the 1997 correction.Since we are already well into this correction, chances are it will likely be over as fast as it started.Fisher then goes on to compare the current correction with the Asian Contagion of 1997/1998. More...

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Why Ken Fisher Is Buying Black Rock Inc. A strong growth rate and solid fundamentals make company attractive Ken Fisher,Ken Heebner,Ruane Cunniff,Louis Moore B - Why Ken Fisher Is Buying Black Rock Inc.
During the last quarter, investor Ken Fisher (Trades, Portfolio) with his Fisher Asset Management’s fund, increased by 147.95% his stake in Black Rock Inc. (BLK), and now he holds 87,758 shares and is the third main holder of the company. More...

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JPMorgan Chase: A Solid Bet at the Moment Arnold Schneider,Ken Fisher - JPMorgan Chase: A Solid Bet At The Moment
JPMorgan Chase & Co. (NYSE:JPM) is a $238.04 billion market cap company, in which Stanley Druckenmiller (Trades, Portfolio), Ken Heebner (Trades, Portfolio) and Tom Gayner (Trades, Portfolio) have initiated new positions. In the second quarter, they bought 777,300, 570,000 and 85,000 new shares, respectively. More...

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Strong Dollar Impacted Harley-Davidson's Performance
In this article, let's take a look at Harley-Davidson, Inc. (NYSE:HOG), a $12.06 billion market cap company, which is a leading maker of heavyweight motorcycles, and also produces a line of motorcycle parts and accessories. More...

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Cablevision Surpasses Estimates and Delivers Attractive Return
In this article, let's take a look at Cablevision Systems Corporation (NYSE:CVC), a $7.78 billion market cap company, which is one of the largest U.S. cable multiple system operator, it offers Optimum brand cable, Internet and voice services to about 3 million subscribers in the New York tri-state area. More...

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One Capital Management Cuts Stake in General Electric
At the end of the second quarter of 2015, the hedge fund One Capital Management reported a total value of its portfolio of $348,999,000 with an increase of 4.90% over the previous quarter. More...

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AIG Would Yield 1.8% if the Share Price Stays at Current Levels
American International Group (NYSE:AIG) more than doubled its quarterly dividend to $0.28 from $0.125 a share. This way, the stock would yield 1.8% if the share price stays at current levels, 100 basis points higher than the actual level. The dividend is payable on September 28 to stockholders of record at the close of business on September 14. More...

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Mondelez's EPS Decline on Sluggish Sales
In this article, let's take a look at Mondelez International, Inc. (NASDAQ:MDLZ), a $73.48 billion market cap company, which is a global snack food company. More...

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Ken Fisher Continues To Increase Stake In ICICI Bank
ICICI Bank (NYSE:IBN), which is India’s largest private sector bank, has witnessed strong buying interest from Ken Fisher (Trades, Portfolio). According to Fisher’s latest filing on June 20, 2015, the legendary investor’s holds 10,255,919 shares of ICICI Bank, representing a 27.9% increase in holding as compared to the last filing in March 2015. Investors can track these Guru stock actions in Real Time Alerts by Guru Focus. More...

LONG, BANKING, INDIA


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Ken Fisher for Forbes - Five Ways to Win From Money Losers
“Always” is always a dangerous word in investing, but here’s a good time to use it: Always own some stocks of profitless good firms. Some are turnarounds. Others fund growth through legally deductible futuristic expenses that mask profitability while avoiding taxes. Both needlessly confuse and scare off most investors, who are guided solely, mostly or too much by earnings. More...

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Merck Reports Strong Second Quarter 2015 Earnings with Improved Outlook for the Full Year
Merck (NYSE:MRK) released its second quarter 2015 earnings on July 28. The health care company reported revenue of $9.79 billion with adjusted net income of $2.44 billion resulting in earnings per share of $0.86. Earnings per share beat analysts’ consensus estimate by $0.05; however, revenue fell just below expectations, missing analysts’ average estimate by $10 million. More...

HEALTH CARE


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Paul Singer Reduces His Position in Juniper
Paul Singer (Trades, Portfolio) of Elliott Management recently reduced his position in Juniper Networks, Inc. (NYSE:JNPR). Singer is the founder of Elliott Management which currently manages approximately $6.8 billion in equity assets. More...

TECHNOLOGY


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Pfizer Increases Annual Earnings Guidance for 2015
Pfizer, Inc. (NYSE:PFE) reported its second-quarter 2015 earnings on July 28. For the quarter, revenue was $11.85 billion versus analysts’ average estimate of $11.42 billion. Earnings per share of $0.56 also beat analysts’ earnings per share consensus estimate by $0.04. Overall, earnings for the quarter lagged slightly from the second quarter of 2014 with total revenue down 7% from the comparable quarter and earnings per share down 3.5%. However, an improved outlook for the second half of 2015 led management to increase its annual revenue and earnings per share guidance for the year. More...

HEALTH CARE


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Aerospace And Defense's Stocks With Lowest P/E
Recently, GuruFocus introduced a new page that summarizes each industry’s ratios. According to that page, the Aerospace and Defense industry has a median P/E of 20.90 and the following are the biggest companies (based on market cap) that are trading with the lowest P/E ratio. More...

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Yelp Shares Tumbling After Q2 Performance
Ken Griffin´s Citaldel Investment Group upped by 432% his position in Yelp Inc. (NYSE:YELP) to $32.8 million, according to the fund's latest filing. Further, Ken Fisher (Trades, Portfolio) has taken a long position in the stock, initiating a new position with 106,900 shares. More...

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Ken Fisher's Top Buys in Q2 2015
Ken Fisher (Trades, Portfolio) is the chief executive officer and chief investment officer of Fisher Investments and his portfolio has a total value of $49,932 million. The following are his most heavily weighted trades during the second quarter of 2015 : More...

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Ken Fisher's most weighted buys in Q2 2015 Ken Fisher,Bill Frels,Sarah Ketterer,Stanley Druck - Ken Fisher's Most Weighted Buys In Q2 2015
Ken Fisher (Trades, Portfolio) is the chief executive officer and chief investment officer of Fisher Investments and at the end of Q2, his portfolio had a total value of $49,932 million. During the Q2 he increased his stake in 281 stocks and started positions in 62 new holdings. More...

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Reasons for a Bullish Outlook on FedEx
FedEx Corporation (NYSE:FDX) is a leader in global express delivery services, which provides guaranteed domestic and international air express, residential and business ground package delivery, heavy freight and logistics services. More...

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KLA Tencor Is a Dividend Growth Stock
In this article, let's take a look at KLA Tencor Corp.(NASDAQ:KLAC), a $8.29 billion market cap company, which is the world's leading manufacturer of yield monitoring and process control systems for the semiconductor industry. More...

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Ken Fisher Sells Stake In Outerwall Inc.
Ken Fisher (Trades, Portfolio) is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He designed the firm with one vision in mind: putting clients at the forefront and building an investment management firm to support long-term investment objectives. More...

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