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

Ken Fisher Sells Out Holding in Heartland Payment Systems Company is close to 10-year high in price
Guru Ken Fisher (Trades, Portfolio) sold out his stake in Heartland Payment Systems (NYSE:HPY) in the first quarter. Read more...
Ken Fisher Nearly Exits Position in Prudential Guru increases holdings in Siemens, Chevron, Alibaba in 1st quarter
Guru Ken Fisher (Trades, Portfolio), chief executive officer and chief investment officer of Fisher Investments, made more than 40 new buys in the first quarter, but his most noteworthy transaction was the sale of nearly all of his stake in Prudential PLC (NYSE:PUK), a London-based insurance and financial services company. Read more...
Stocks FPA Capital Keeps On Buying Stocks that saw positions increase in the portfolio
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small to midcap companies. The following are the companies the fund has been buying for at least the last two quarters. Read more...
Ken Fisher Invests in JD.com Company has exponential growth of profits and revenues over 5-year period
Guru Ken Fisher (Trades, Portfolio) purchased a 2,269,246-share stake in JD.com (NASDAQ:JD) in the first quarter. Read more...
Best Performing Guru Stocks Ctrip.com, Adobe and Broadcom are beating the market
The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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Ken Fisher Sells Out Holding in Heartland Payment Systems Company is close to 10-year high in price Ken Fisher - Ken Fisher Sells Out Holding In Heartland Payment Systems
Guru Ken Fisher (Trades, Portfolio) sold out his stake in Heartland Payment Systems (NYSE:HPY) in the first quarter. More...

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Ken Fisher Nearly Exits Position in Prudential Guru increases holdings in Siemens, Chevron, Alibaba in 1st quarter Ken Fisher - Ken Fisher Nearly Exits Position In Prudential
Guru Ken Fisher (Trades, Portfolio), chief executive officer and chief investment officer of Fisher Investments, made more than 40 new buys in the first quarter, but his most noteworthy transaction was the sale of nearly all of his stake in Prudential PLC (NYSE:PUK), a London-based insurance and financial services company. More...

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Stocks FPA Capital Keeps On Buying Stocks that saw positions increase in the portfolio Ken Fisher,First Pacific Advisors,Jim Simons,FPA C - Stocks FPA Capital Keeps On Buying
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small to midcap companies. The following are the companies the fund has been buying for at least the last two quarters. More...

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Growing EPS for Viacom, Western Digital, Fossil They even offer a wide margin of safety Ken Fisher,Chuck Royce,Joel Greenblatt,Mario Gabel - Growing EPS For Viacom, Western Digital, Fossil
Companies with growing EPS are often a good investment as they can return a very 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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Ken Fisher Invests in JD.com Company has exponential growth of profits and revenues over 5-year period Ken Fisher - Ken Fisher Invests In JD.com
Guru Ken Fisher (Trades, Portfolio) purchased a 2,269,246-share stake in JD.com (NASDAQ:JD) in the first quarter. More...

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Best Performing Guru Stocks Ctrip.com, Adobe and Broadcom are beating the market Ken Fisher, Andreas Halvorsen, David Einhorn - Best Performing Guru Stocks
The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter. More...

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Jana Partners Trims Qualcomm Holding by 67% Event-driven firm's top trades in 4th quarter Ken Fisher, David Rolfe, Jana Partners - Jana Partners Trims Qualcomm Holding By 67%
Jana Partners LLC is an investment manager specializing in event-driven investing and was founded in 2001 by Barry Rosenstein, Jana’s managing partner and co-portfolio manager. Jana typically applies a fundamental value discipline to identify undervalued companies that have one or more specific catalysts to unlock value. More...

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Guru Stocks at 52-Week Lows Philippine Long Distance, Pepco Holdings, Fibria Celulose, Manchester United, Phibro Animal Health tumble Ken Fisher,Robert Bruce,Mario Gabelli,Ron Baron,Jo - Guru Stocks At 52-Week Lows
According to GuruFocus' list of 52-week lows, these guru stocks have reached their 52-week lows. More...

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Charles Brandes' Top Buys During the 4th Quarter Credit Suisse, Exelon are his heavily weighted buys Charles Brandes,Ken Fisher,Dodge & Cox,Jeff Auxier - Charles Brandes' Top Buys During The 4th Quarter
Charles Brandes (Trades, Portfolio), chairman of Brandes Investment Partners, increased his stakes in many stocks in the fourth quarter. More...

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'Outsmarting the Crowd': A Book for Beginning Investors Author's philosophy a combination of Warren Buffett and Philip Fisher Warren Buffett, Ken Fisher, Joel Greenblatt - 'Outsmarting The Crowd': A Book For Beginning Investors
Bogumil K. Baranowski just published a book called "Outsmarting the Crowd," his day job is managing a private investment fund at Tocqueville Asset Management, and he has over a decade of investing experience. Like so many professional money managers, he lives and works in New York City. What I loved about the book is that Baranowski is truly passionate about helping readers develop a succesful investment style. The book's summary says its about the Buffett-Graham style of investing, but I think Baranowski's presented teachings are much more in the late Warren Buffet style of investing. Buffet/Fisher would be a more apt comparison in my humble opinion. More...

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Examining Kroger’s Valuation The stock is trading at a discount of 30% Ken Fisher, Steven Cohen - Examining Kroger’s Valuation
Kroger (NYSE:KR) is a $38.45 billion market cap company and will announce its Q4 earnings on March 3. According to the below chart, since the beginning of the February 2011, Kroger has outperformed the supermarket sector and its peers. However, 2016 has not been a good year for Kroger so far. Kroger's stock price has come down 6% on year to date basis, which is somewhat in line with the S&P 500, which has declined around 4%. More...

LONG


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Jeremy Grantham's GMO Ups Stake in EMC Corp. GMO purchased more than 5.7 million shares in the 4th quarter Jeremy Grantham, Ken Fisher, Mario Gabelli, Seth K - Jeremy Grantham's GMO Ups Stake In EMC Corp.
Jeremy Grantham (Trades, Portfolio) is the chairman and co-founder of the investment firm Grantham, Mayo, Van Otterloo & Co. LLC, which is based in Boston. The firm was founded in 1977 with a partnership between Grantham, Richard Mayo, and Eyk Van Otterloo. Initially the three partners were solely managing U.S equity portfolios. As the years rolled on, the firm expanded and became a globally diversified investment firm. More...

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Stocks Tumble to 5-Year Lows Oceaneering, Rackspace, Genesis Energy, Rayonier mark milestone declines Ken Fisher,Mario Gabelli,Joel Greenblatt,Julian Ro - Stocks Tumble To 5-Year Lows
According to GuruFocus' list of five-year lows, these guru stocks have reached their historical low prices: Oceaneering International Inc. (NYSE:OII), Rackspace Hosting Inc. (NYSE:RAX), Genesis Energy LP (NYSE:GEL) and Rayonier Inc. (NYSE:RYN) More...

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Ken Fisher for Forbes: Why My Losers May Be Your Winners Fisher recommends his stock picks that flunked Ken Fisher - Ken Fisher For Forbes: Why My Losers May Be Your Winners
As I write, the stock market has had its worst start to a year since 2009. Nineteen ninety-eight was similarly bad. With it, sentiment and market commentary have turned increasingly dour. Note that in both 1998 and 2009, markets went on a wild ride, but the S&P 500 ended up 28% and 20%, respectively. More...

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Gabelli, Fisher Increase Positions in Salesforce.com Stock is in decline, but some catalysts indicate future growth Mario Gabelli, Ken Fisher - Gabelli, Fisher Increase Positions In Salesforce.com
Salesforce.com Inc. (NYSE:CRM) is a leading provider of on-demand enterprise applications. The company has an excellent customer relationship management offering, which is recognized by clients. The stock has declined 25% on a year-to-date basis. More...

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Ford, General Motors Among Stocks Trading With Low PS Ratio Stock ideas that present an interesting chance to buy Jim Simons, Ken Fisher, Ray Dalio, Richard Pzena - Ford, General Motors Among Stocks Trading With Low PS Ratio
According to GuruFocus' All-in-One Screener, the following are the stocks that are companies with a market cap above $5 billion that are trading with a very low P/S ratio. More...

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Honeywell's Earnings Report Rewards Investors Stock price goes up 5% Ken Fisher, T Rowe Price Equity Income Fund, James - Honeywell's Earnings Report Rewards Investors
It is hardly a stretch to say that the bumpy start to 2016 has made a lot of investors nervous, and their moods weren’t helped when Boeing’s (NYSE:BA) share price fell to a 52-week low following a discouraging earnings report on Wednesday, Jan. 27. More...

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Ken Fisher Trims Stake in Heartland Payment Systems Guru reduces stake by nearly 29% Ken Fisher - Ken Fisher Trims Stake In Heartland Payment Systems
Ken Fisher (Trades, Portfolio), CEO and CIO of Fisher Investments, trimmed his stake in Heartland Payment Systems Inc. (NYSE:HPY), a Princeton, New Jersey-based electronic payment processing company, by nearly 29% in the fourth quarter. More...

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Citigroup CEO Invests in Company Michael Corbat buys 25,000 shares in 4th quarter Ken Fisher - Citigroup CEO Invests In Company
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. More...

MICHAEL CORBAT, CITIGROUP INC, INSIDER TRADES


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10 Fund Managers Are Totally Wrong on GlaxoSmithKline Collectively these gurus own $1.2 billion of the stock at a price point that is unrealistic for future growth Ken Fisher,John Rogers,Charles Brandes,HOTCHKIS & - 10 Fund Managers Are Totally Wrong On GlaxoSmithKline
There are four big positions by guru investors in GlaxoSmithKline (GSK) – starting with Ken Fisher (Trades, Portfolio) who owns 11.5 million shares, John Rogers (Trades, Portfolio) taking 1.4 million shares, Charles Brandes (Trades, Portfolio) with 4.6 million shares and ending with HOTCHKIS & WILEY at 12.4 More...

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