Ken Fisher

Ken Fisher

Last Update: 04-30-2015

Number of Stocks: 565
Number of New Stocks: 42

Total Value: $48,828 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 (%)
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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Ken Fisher Adds to His Pfizer Position
Ken Fisher (Trades, Portfolio) is a billionaire fund manager managing ~$48 bn worth of equity assets through his investment advisory firm Fisher Asset Management, LLC. The firm uses a combination of top-down macroeconomic research and bottom-up, fundamental stock selection process in order to identify potential candidates for its portfolio. More...

LONG, Ken Fisher, Pfizer


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Guru Stocks at 52-Week Lows: PG, WBK, DEO, CNI, BBDO
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Ken Fisher Loves These Two Dividend-Payer Banks
In this article, let's take a look at JPMorgan Chase & Co. (JPM), the $246.68 billion market cap company which has recently announced a dividend hike. More...

Ken Fisher, Banks, Financials


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Model Portfolio Review – May 19, 2015 Arnold Van Den Berg,Ken Fisher - Model Portfolio Review – May 19, 2015
In the past six years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, 31.8% in 2013, and 11.39% in 2014. 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...

Model portfolio


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Ken Fisher for Forbes – 'Five Market Trends You Can Bank On'
Continuing last month’s format, here are common investor questions from this month: More...

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Wallace Weitz Sells Off 5 Holdings Wallace Weitz,Ken Fisher,Mario Gabelli,James Barro - Wallace Weitz Sells Off 5 Holdings
During the first quarter, Wallace Weitz (Trades, Portfolio) of Weitz Investment Management did not see any new opportunities and instead sold off five holdings, including acquisition target DirecTV. More...

WALLACE WEITZ


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Guru Stocks at 52-Week Lows: PG, DEO, PHI, LVS, SO
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Weekly Guru Bargains Highlights: SBUX, EC, WPZ
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

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PepsiCo: A Great Play for Dividend Income Investors Donald Yacktman, Ken Fisher, - PepsiCo: A Great Play For Dividend Income Investors
In this article, let's take a look at Pepsico, Inc. (PEP), a $140.93 billion market cap company, which does not require too much introduction. More...

CONSUMER GOOD, BEVERAGE


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Ken Fisher for Forbes - 'Five Market Trends You Can Bank On'
Continuing last month’s format, here are common investor questions from this month: More...

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Tata Motors: A Ken Fisher Bargain Stock
Tata Motors Ltd. (TTM) is India’s largest automobile manufacturer and the world’s fifth-largest medium and heavy commercial vehicle manufacturer and second-largest medium- and heavy-bus manufacturer. It also generates close to 40% of the revenue for the Tata Group. More...

AUTOMOBILES, INDIA, GLOBAL STOCKS


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Guru Stocks at 52-Week Lows: PG, BABA, AXP, DEO, RBS
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Weekly Guru Bargains Highlights: SBUX, BABA, PBR.A, EC, NOV
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

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Rating: 5.0/5 (2 votes)

Catch This Attractive B/E Aerospace Spin-Off Ken Fisher - Catch This Attractive B/E Aerospace Spin-Off
KLX (KLXI) was spun-off of B/E Aerospace (BEAV) in December 2014. Since the spin off however, shares are off roughly 10%. With Guru’s such as Ken Fisher (Trades, Portfolio) and Mario Gabelli (Trades, Portfolio) invested in the stock, does the spin offer an attractive investment opportunity? More...

AEROSPACE,SPINOFFS,SPINOFF,LONG, KLX, B/E Aerospace


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Weekly 3-Year Low Highlights: SNH, SSYS, GOV, LL
According to GuruFocus list of 3-year lows, Senior Housing Properties Trust, Stratasys Ltd, Government Properties Income Trust, and Lumber Liquidators Holdings Inc. have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Ken Fisher's New Buys in Q1
During the first quarter of 2015, noted investor Ken Fisher (Trades, Portfolio) added 42 new stocks to his portfolio, according to GuruFocus Real Time Picks. More...

KEN FISHER


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Richard Snow Increased Stakes in High Yield Companies During Q1
Richard Snow (Trades, Portfolio) is founder of Snow Capital. Snow began his career investing the proceeds from the sale of the Snow Family businesses. His reputation grew and others began asking him to manage their assets and after the first three months of 2015 his portfolio has a total value of $3,335 million and is composed of 140 stocks. More...

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Phil Fisher's (One Of Buffett's Two Mentors) Son Ken Tells Us How To Out-Invest The Market
Ken Fisher (Trades, Portfolio) thinks that technology has created an overwhelming amount of information flow that makes it very hard to outsmart the market. More...

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Exxon Mobil, Apple and Wells Fargo Are CrestPoint Capital Management’s Top Q1 Holdings
CrestPoint Capital Management is a professional money management firm that specializes in the management of common stock portfolios. It disclosed an equity portfolio valued at around $192.36 million as of March 2015, representing a 4.4% increase from the previous quarter. The equity portfolio is mainly invested in Technology (17%), Finance (16%), and Consumer Discretionary (14%) stocks. More...

STOCKS, LONG, INVESTMENT


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Ken Fisher for Forbes - You've Got Questions? I've Got Answers
I hear so many questions that have fast, easy answers. Here are a few: More...

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