Ken Fisher

Ken Fisher

Last Update: 04-18-2016

Number of Stocks: 687
Number of New Stocks: 42

Total Value: $50,773 Mil
Q/Q Turnover: 3%

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 (%)
20151.771.190.6
20144.5313.69-9.2
201323.3832.39-9.0
3-Year Cumulative31.3 (9.5%/year)52.3 (15.1%/year)-21 (-5.6%/year)
20126.2816-9.7
2011-7.872.11-10.0
5-Year Cumulative28.5 (5.1%/year)80.4 (12.5%/year)-51.9 (-7.4%/year)
201014.7415.06-0.3
200936.1826.469.7
2008-42.95-37-6.0
200712.435.496.9
200615.0515.79-0.7
10-Year Cumulative48.2 (4%/year)102 (7.3%/year)-53.8 (-3.3%/year)
20058.734.913.8
20047.8410.88-3.0
200335.2828.686.6
2002-21.96-22.10.1
20014.08-11.8916.0
15-Year Cumulative90.9 (4.4%/year)107.5 (5%/year)-16.6 (-0.6%/year)
2000-7.42-9.11.7
199924.3621.043.3
199829.4828.580.9
199722.6133.36-10.8

Top Ranked Articles

FPA Capital Fund Continues to Buy Western Digital, Veeco The guru's largest buys during the last 2 quarters
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small- to mid-cap companies. In both the first and second quarters, the guru bought shares in the following stocks: Read more...
Stocks With High Yield: Oracle, Cal-Maine, Infosys High Yield and steady 5-year returns
I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed to long term company profitability and a very strong financial situation : Read more...
HEICO Corporation: Undervalued No More, But Still Predictable The HEICO Corporation has a number of attractions for buyers, but being undervalued is no longer one of them
If you fly, regardless of what you fly, you’ve probably had indirect contact with the HEICO Corporation (NYSE:HEI.A), even though you may never have heard the name. It’s an aviation and aerospace technology company that makes replacement parts and provides a host of other services and products to flying machines. Read more...
Ken Fisher's Best Investments: Credicorp, Ambev, Tata Motors Fisher's holdings with the best price performance
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. He manages a portfolio composed of 687 stocks with total value of $50,773 million. During the first quarter 2016, the guru increased several stakes, and the following are the ones with the highest performance since that buy. Read more...
Companies' Prices Near 5-Year Lows Veeco Instruments, Alon USA Energy, Bristow Group and Unisys approach milestones
According to GuruFocus' list of five-year lows, these stocks have reached their five-year lows: Veeco Instruments Inc. (NASDAQ:VECO), Alon USA Energy Inc. (NYSE:ALJ), Bristow Group Inc. (NYSE:BRS) and Unisys Corp. (NYSE:UIS). Read more...
» More Ken Fisher Articles

Commentaries and Stories

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FPA Capital Fund Continues to Buy Western Digital, Veeco The guru's largest buys during the last 2 quarters FPA Capital Fund,Ken Fisher,First Pacific Advisors - FPA Capital Fund Continues To Buy Western Digital, Veeco
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small- to mid-cap companies. In both the first and second quarters, the guru bought shares in the following stocks: More...

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Stocks With High Yield: Oracle, Cal-Maine, Infosys High Yield and steady 5-year returns Jim Simons,Ken Fisher - Stocks With High Yield: Oracle, Cal-Maine, Infosys
I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed to long term company profitability and a very strong financial situation : More...

INVESTING, HIGH YIELD


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HEICO Corporation: Undervalued No More, But Still Predictable The HEICO Corporation has a number of attractions for buyers, but being undervalued is no longer one of them Ken Fisher, Mario Gabelli, Chuck Royce - HEICO Corporation: Undervalued No More, But Still Predictable
If you fly, regardless of what you fly, you’ve probably had indirect contact with the HEICO Corporation (NYSE:HEI.A), even though you may never have heard the name. It’s an aviation and aerospace technology company that makes replacement parts and provides a host of other services and products to flying machines. More...

HEICO, AVIATION, AEROSPACE, TECHNOLOGY, LONG, UNDERVALUED, PREDICTABLE


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Ken Fisher's Best Investments: Credicorp, Ambev, Tata Motors Fisher's holdings with the best price performance Ken Fisher - Ken Fisher's Best Investments: Credicorp, Ambev, Tata Motors
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. He manages a portfolio composed of 687 stocks with total value of $50,773 million. During the first quarter 2016, the guru increased several stakes, and the following are the ones with the highest performance since that buy. More...

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Companies' Prices Near 5-Year Lows Veeco Instruments, Alon USA Energy, Bristow Group and Unisys approach milestones FPA Capital Fund,Ken Fisher,Robert Karr,Joel Green - Companies' Prices Near 5-Year Lows
According to GuruFocus' list of five-year lows, these stocks have reached their five-year lows: Veeco Instruments Inc. (NASDAQ:VECO), Alon USA Energy Inc. (NYSE:ALJ), Bristow Group Inc. (NYSE:BRS) and Unisys Corp. (NYSE:UIS). More...

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John Rogers Continues to Buy Morgan Stanley, Ansys Guru's multiple investments during last 2 quarters John Rogers,Ken Fisher,Charles Brandes,Jim Simons, - John Rogers Continues To Buy Morgan Stanley, Ansys
John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, which he started in 1983. In both fourth quarter 2015 and first quarter 2016 the guru bought shares in the following stocks: More...

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Prem Watsa Buys ICICI Bank, Leucadia National Guru's largest trades of the 1st quarter Prem Watsa,Ken Fisher,Jim Simons,Sarah Ketterer,Ho - Prem Watsa Buys ICICI Bank, Leucadia National
Prem Watsa (Trades, Portfolio) manages a portfolio of 29 stocks with total value of $1.126 billion. The following are his most heavily weighted trades of the first quarter: More...

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Under Armour's P/S Ratio Near Its 10-Year Low Company trades at P/S ratio of 3.66; 10-year low is 3.56 Dodge & Cox,Ken Fisher,Ron Baron,Steve Mandel - Under Armour's P/S Ratio Near Its 10-Year Low
Under Armour Inc. (NYSE:UA) is traded at P/S ratio of 3.66, close to its 10-year low of 3.56. The company is owned by eight gurus. More...

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Honda Approaches Its 10-Year P/B Ratio Low Company trades at P/B ratio of 0.80; its 10-year low is 0.72 Ken Fisher,David Dreman,Charles Brandes,Dodge & Co - Honda Approaches Its 10-Year P/B Ratio Low
Honda Motor Co. Ltd. (NYSE:HMC) is traded at a P/B ratio of 0.80, close to its 10-year low of 0.72. The company is owned by eight gurus. More...

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High Yield and Profitability: Sturm Ruger, Infosys Strong returns over the past 5 years and a high yield Jim Simons,Ken Fisher,Spiros Segalas,Tom Gayner,Pa - High Yield And Profitability: Sturm Ruger, Infosys
Thanks to Gurufocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed to long-term company profitability and a very strong financial situation: More...

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Stocks Manning & Napier Continues Buying Firm has been investing in these companies for the last 2 quarters Manning & Napier Advisors Inc.,Ken Fisher,Jim Simo - Stocks Manning & Napier Continues Buying
Manning & Napier Advisors Inc. was founded in April 1970 by Bill Manning and Bill Napier. It manages a portfolio composed of 325 stocks, several of which have been bought for the last two quarters. More...

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Carl Icahn Sells Apple, Tegna, Paypal Apple's sale had a high impact on his total assets Carl Icahn,Ken Fisher,Spiros Segalas,Warren Buffet - Carl Icahn Sells Apple, Tegna, Paypal
Carl Icahn (Trades, Portfolio) is an activist investor. He takes minority stakes in public companies and typically pushes for change. The following were his heavily weighted trades in the first quarter: More...

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David Einhorn Buys Apple, Yahoo, Yelp Guru's largest acquisitions in the 1st quarter David Einhorn,Ken Fisher,Spiros Segalas,Warren Buf - David Einhorn Buys Apple, Yahoo, Yelp
David Einhorn (Trades, Portfolio) is president of Greenlight Capital, a value-oriented investment adviser. During the first quarter he bought shares in the following stocks: More...

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Stocks Tom Gayner Has Been Buying in the Last 2 Quarters Apple, Cummins, Mastercard are on his list Tom Gayner,Ken Fisher,Spiros Segalas,Warren Buffet - Stocks Tom Gayner Has Been Buying In The Last 2 Quarters
Tom Gayner (Trades, Portfolio) is the executive vice president and chief investment officer of Markel Corp. (NYSE:MKL) and President, Markel Gayner Asset Management Inc., the investment subsidiary of Markel since December 1990. He manages a portfolio composed of 75 stocks, several of which have been bought for the last two quarters. More...

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Companies With Strong 10-Year Performances High and steady profitability for these gurus' stocks Ken Fisher,Spiros Segalas,Warren Buffett,Pioneer I - Companies With Strong 10-Year Performances
According to GuruFocus' All-in-One Screener, the following stocks have had strong performances over the last 10 years with high and steady returns as well as profitability. EPS has also grown steadily with the companies' revenue. Most of these companies have a great cash-to-debt ratio. More...

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Growing EPS for Undervalued Stocks World Acceptance, Deckers Outdoor are on the list George Soros,Ken Fisher,Jim Simons,Paul Tudor Jone - Growing EPS For Undervalued Stocks
Companies with growing EPS are often a good investment as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

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Disney’s Stock Down After Latest Earnings Report Company's 2nd quarter earnings results miss expectations Ken Fisher, Primecap Management - Disney’s Stock Down After Latest Earnings Report
U.S. stocks opened lower Wednesday after a two-day rally to start the week. Disney’s (NYSE:DIS) earnings report Tuesday evening after the bell was a significant factor for the market’s lower valuations. Also contributing to the losses were Macy’s (NYSE:M) and Staples (NASDAQ:SPLS), both retailers with disappointing earnings and outlooks. More...

U.S. FINANCIAL MARKET


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Stocks Fisher Investments Has Bought for Past 2 Quarters Fisher adds to stake in Colgate and Energizer Ken Fisher - Stocks Fisher Investments Has Bought For Past 2 Quarters
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is the sole determinate of pricing. The following are the companies the investor has been buying for at least the last two quarters. More...

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Guru Stocks With High Yield and Profitability Companies with strong returns over the past 10 years Jeremy Grantham, Ken Fisher, Ray Dalio - Guru Stocks With High Yield And Profitability
Thanks to GuruFocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed by long-term profitability and a very strong financial situation. More...

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