Ken Fisher

Ken Fisher

Last Update: 11-09-2016

Number of Stocks: 720
Number of New Stocks: 65

Total Value: $53,999 Mil
Q/Q Turnover: 4%

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

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...
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...
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...
Warning Signs Identify Value Declining Companies Accumulating warning signs convince gurus to look elsewhere
Among U.S. companies, Leucadia National (Trades, Portfolio) Corp. (NYSE:LUK) has declining profit margins and a weakened financial outlook. As the beef-processing company shows warning signs of potential bankruptcy, several gurus look elsewhere for growth and value. 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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Multiple Gurus Invest in Life Storage Company is established with over 20 years of operating experience and trading close to its 5-year low Jim Simons,Ken Fisher,Manning & Napier Advisors In - Multiple Gurus Invest In Life Storage
Jim Simons (Trades, Portfolio), Ken Fisher (Trades, Portfolio), Manning & Napier Advisors Inc. and Paul Tudor Jones (Trades, Portfolio) all invested in Life Storage (NYSE:LSI) in the third quarter. More...

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13 Questions With James Moylan of Manhattan Calumet Value Stock Hotline 'First and foremost, a stock must have a low price-to-sales ratio. Without that, a value stock is nothing more to me than a dirty rag' Ken Fisher - 13 Questions With James Moylan Of Manhattan Calumet Value Stock Hotline
1. How did you get started investing? What is your background? More...

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Lancaster Colony Increases Quarterly Dividend Company dividend rises 10% since 1st quarter Ken Fisher - Lancaster Colony Increases Quarterly Dividend
Lancaster Colony Corp. (NASDAQ:LANC) has announced a quarterly dividend of 55 cents. More...

CONSUMER GOODS


  • Currently 4.75/5

Rating: 4.8/5 (4 votes)

Gurus Invest in Undervalued Biotech Stocks Health care sector moderately undervalued based on price-to-sales valuations Ken Fisher,Warren Buffett,Jeff Auxier,Paul Tudor J - Gurus Invest In Undervalued Biotech Stocks
Among companies trading on the New York Stock Exchange and the Nasdaq, health care companies trade significantly below their median price-sales (P/S) valuation. At least five companies made the “Undervalued Biotech” screener, including Biogen Inc. (NASDAQ:BIIB), Gilead Sciences Inc. (NASDAQ:GILD), JAZZ Pharmaceuticals PLC (NASDAQ:JAZZ), Novo Nordisk A/S (NYSE:NVO) and United Therapeutics Corp. (NASDAQ:UTHR). As these companies present strong value potential to investors and shareholders, several gurus have invested in these companies. More...

JEFF AUXIER, STEVEN COHEN, PIONEER INVESTMENTS


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Ken Fisher Continues to Buy Allergan, HP, Lowe's Stocks the guru bought during the 2nd and 3rd quarters Ken Fisher,Vanguard Health Care Fund,John Paulson, - Ken Fisher Continues To Buy Allergan, HP, Lowe's
Ken Fisher (Trades, Portfolio) is the CEO and chief investment officer of Fisher Investments. The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is the sole determinant of their prices. In both the second and third quarters the guru bought shares in the following stocks: More...

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Predictable Companies Gurus Are Buying At least 5 gurus hold shares in these companies Warren Buffett,Ken Fisher,Pioneer Investments,Spir - Predictable Companies Gurus Are Buying
GuruFocus’ All-in-One Screener confirms the high business predictability ratings for the following stocks, and at least five gurus are shareholders in those companies. More...

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GE to Combine Oil & Gas Business With Baker Hughes New company will be an energy powerhouse Ken Fisher,Jeff Ubben - GE To Combine Oil & Gas Business With Baker Hughes
General Electric (NYSE:GE) announced an agreement to combine GE’s oil and gas operations with Houston-based Baker Hughes (NYSE:BHI) Monday. More...

MERGER,ENERGY,GE,BAKER HUGHES


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7 Low P/E Stocks Gurus Are Buying Some of them are undervalued Ken Fisher,Ken Heebner,Diamond Hill Capital,Jim Si - 7 Low P/E Stocks Gurus Are Buying
Gurus are buying stocks that are trading with low price-earnings (P/E) ratios. Some are undervalued, according to the DCF calculator. More...

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6 Bargain Stocks Trading Below the Peter Lynch Value Each has a wide margin of safety Ken Heebner,Ken Fisher,Ray Dalio,Scott Black,PRIME - 6 Bargain Stocks Trading Below The Peter Lynch Value
According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with wide margins of safety. More...

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CEO Sells Shares of Extra Space Storage Insider has sold 200,000 shares this year Ken Fisher,Jim Simons - CEO Sells Shares Of Extra Space Storage
Spencer Kirk (Insider Trades), CEO of Extra Space Storage Inc. (EXR), sold 20,000 shares for $78.26 per share on Oct. 3. The total transaction was $1,565,200. More...

SPENCER KIRK, EXTRA SPACE STORAGE, INSIDER TRADES


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Warning Signs Identify Value Declining Companies Accumulating warning signs convince gurus to look elsewhere Zeke Ashton,Ken Fisher,Jeremy Grantham - Warning Signs Identify Value Declining Companies
Among U.S. companies, Leucadia National (Trades, Portfolio) Corp. (NYSE:LUK) has declining profit margins and a weakened financial outlook. As the beef-processing company shows warning signs of potential bankruptcy, several gurus look elsewhere for growth and value. More...

ZEKE ASHTON, KEN FISHER, JEREMY GRANTHAM


  • Currently 5.00/5

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


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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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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


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