Ken Fisher

Ken Fisher

Last Update: 08-11-2016

Number of Stocks: 691
Number of New Stocks: 39

Total Value: $52,051 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

Interview: Investor, Columnist, Author Ken Fisher Fisher talks with GuruFocus about his investment process, how he balances portfolio
CEO of Fisher Investments and long-time Forbes columnist Ken Fisher (Trades, Portfolio) arguably has investing in his blood. His father is noted money manager Phil Fisher, author of the bestselling "Common Stocks and Uncommon Profits." Since founding Fisher Investments in 1979, Fisher today manages money for more than 27,000 individuals and more than 150 institutional clients. In addition, he is the author of 11 books on investing, the most recent of which is “Beat the Crowd: How You Can Out-Invest the Herd by Thinking Differently." Read more...
Sanofi Sues Merck Over Patent Infringement Company trying to prevent further competition, reverse declining sales
French pharmaceutical giant Sanofi SA (NYSE:SNY) filed a lawsuit against Merck & Co. (NYSE:MRK) for supposed patent infringements last Friday. Read more...
Citigroup CEO Invests in Company Michael Corbat buys 25,000 shares in 4th quarter
Michael Corbat (Insider Trades), CEO of Citigroup Inc. (C), bought 25,000 shares of the company on Jan. 22. The average price per share was $41.05, for a total transaction of $1,026,250. Read more...
Anheuser-Busch, SABMiller Merger Approved by Shareholders Merger further establishes brewer as a powerhouse
Anheuser-Busch InBev (NYSE:BUD) won the approval of shareholders for its takeover of SABMiller (LSE:SAB) on Wednesday. Read more...
John Hussman Buys Infosys, Southern The guru's largest 2nd-quarter acquisitions
John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. During the second quarter he bought shares in the following stocks. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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Rating: 5.0/5 (1 vote)

Anheuser-Busch, SABMiller Merger Approved by Shareholders Merger further establishes brewer as a powerhouse Tom Russo,Ken Fisher,Steve Mandel - Anheuser-Busch, SABMiller Merger Approved By Shareholders
Anheuser-Busch InBev (NYSE:BUD) won the approval of shareholders for its takeover of SABMiller (LSE:SAB) on Wednesday. More...

AB,SABMILLER,MERGER,EUROPE,SHAREHOLDERS


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General Mills Experiences Decline in Profit, Revenue Company cites declining yogurt sales as leading cause Louis Moore Bacon,Ken Fisher,Mario Gabelli,Murray  - General Mills Experiences Decline In Profit, Revenue
General Mills (NYSE:GIS) released its latest quarterly report on Wednesday. The company reported declines in revenue and profit, citing declining yogurt sales as the main cause. More...

YOGURT, CONSUMER GOODS, YOPLAIT, GENERAL MILLS


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Sanofi Sues Merck Over Patent Infringement Company trying to prevent further competition, reverse declining sales Warren Buffett,Ken Fisher,Charles Brandes,John Pau - Sanofi Sues Merck Over Patent Infringement
French pharmaceutical giant Sanofi SA (NYSE:SNY) filed a lawsuit against Merck & Co. (NYSE:MRK) for supposed patent infringements last Friday. More...

HEALTHCARE,LAWSUIT,SANOFI,MERCK


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Kahn Brothers Trims Pfizer, Citigroup The firm's largest trades in 2nd quarter Kahn Brothers,Ken Fisher,HOTCHKIS & WILEY,Charles  - Kahn Brothers Trims Pfizer, Citigroup
Irving Kahn, along with brothers Alan and Thomas, founded Kahn Brothers (Trades, Portfolio) & Company in 1978. The company has more than $800 million in assets under management. During the second quarter the firm’s largest trades were: More...

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Sales of iPhone 7 Helping Apple’s Stock Demand for iPhone 7 has sales estimates increasing Warren Buffett,Ken Fisher - Sales Of IPhone 7 Helping Apple’s Stock
Since Apple’s (NASDAQ:AAPL) release of the iPhone 7 on Sept. 9, the stock has gained 6.78%. Year to date the stock is up 9.28%. Apple’s iPhone 7 sales have been a leading catalyst helping the stock to gain, and analysts are boosting their sales estimates helping to improve its outlook even more. More...

APPLE, IPHONE 7, TECHNOLOGY


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Ken Fisher Buys BMW Company was close to its 3-year low during the second quarter Ken Fisher - Ken Fisher Buys BMW
During the second quarter, guru Ken Fisher (Trades, Portfolio) purchased a 1,279,826 share stake in Bayerische Motoren Werke (BMWYY) at an average price of $28.13. The trade had a 0.06% impact on Fisher’s portfolio. Since the trade, BMW's stock price has risen an estimated 3%. More...

BMW, LUXURY, GERMAN, AUTOMOBILES


  • Currently 0.00/5

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Ken Heebner Cuts Citigroup, Toll Brothers in 2nd quarter The guru's largest trades of 2nd quarter Jim Simons,Ken Fisher - Ken Heebner Cuts Citigroup, Toll Brothers In 2nd Quarter
Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management. During the second quarter, the company focused its trades as follows : More...

HEEBNER, BUYS, SELLS


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Ken Fisher Adds to PT Telekomunikasi 5-star company has strong Altman Z-Score and reported excellent 12-month financial numbers Ken Fisher - Ken Fisher Adds To PT Telekomunikasi
Ken Fisher (Trades, Portfolio) added to his position in PT Telekomunikasi (TLK), buying 3,854 shares for an average price of $55.38 per share in the second quarter. More...

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Rating: 4.0/5 (1 vote)

Debt-Free, this Oil Services Equipment Company is Poised for Growth Dril-Quip is undervalued, could shine again when oil prices are revived Jim Simons,Ken Fisher - Debt-Free, This Oil Services Equipment Company Is Poised For Growth
Recently, I wrote about setting up a GuruFocus All-In-One screener that would find undervalued predictable stocks with no debt. The criteria were fairly stringent: no long-term debt at all, at least a 4.0 Star predictability rating, a PEG valuation of less than 1.5 and owned by at least one guru. Only five stocks among the thousands listed met that criteria and one of them was Dril-Quip Inc. (DRQ). More...

OIL AND GAS, GLOBAL OIL & GAS EQUIPMENT & SERVICES, SUBSEA DRILLING, OFFSHORE OIL AND GAS, LONG


  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

John Hussman Buys Infosys, Southern The guru's largest 2nd-quarter acquisitions John Hussman,Ken Fisher,Jeremy Grantham,Sarah Kett - John Hussman Buys Infosys, Southern
John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. During the second quarter he bought shares in the following stocks. More...

  • Currently 0.00/5

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Ken Fisher Continues to Trade Familiar Stocks 3 of his top 4 2nd-quarter deals are in companies he's been buying and selling for years Ken Fisher - Ken Fisher Continues To Trade Familiar Stocks
Three of Ken Fisher (Trades, Portfolio)’s top four second-quarter transactions involved stocks he has bought and sold on a quarterly basis for several years. Fisher added to one, cut back on another and divested the third. More...

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T. Rowe Price's Best Investments Apple, Morgan Stanley, Microsoft have the highest returns T Rowe Price Equity Income Fund,Ken Fisher,Warren  - T. Rowe Price's Best Investments
T. Rowe Price Equity Income Fund holds 110 stocks with a total value of $21.107 billion. During the second quarter 2016, the firm bought four new stocks and increased 31 of its existing stakes. The following are the investments with the highest performance sinces that buy. More...

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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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