Ken Fisher

Ken Fisher

Last Update: 01-27-2016

Number of Stocks: 743
Number of New Stocks: 108

Total Value: $50,171 Mil
Q/Q Turnover: 2%

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

Honeywell's Earnings Report Rewards Investors Stock price goes up 5%
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. Read more...
Ken Fisher Trims Stake in Heartland Payment Systems Guru reduces stake by nearly 29%
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. 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...
Fisher Investments' 4th Quarter New Buys Firm buys holding in America Movil and CoreLogic
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. The following stocks are a few of the firm's new buys during the fourth quarter. Read more...
Ken Fisher Initiates Holding in DuPont Investor and author buys shares in 200-year-old company
Ken Fisher (Trades, Portfolio) is not only an extremely successful investment guru, he is also a bestselling author of many popular books such as "Beat The Crowd," "Superstocks," and "The Only Three Questions That Still Count." Fisher has been able to amass a fortune in the market starting with very little capital. He started Fisher Investments with $250 in 1979, and today the firm currently owns 743 stocks, with a total valuation of over $50 billion. Fisher is currently ranked as the world's 221st richest man, with an estimated net worth of $2.6 billion according to Forbes.com. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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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...

HEALTHCARE, MAJOR DRUG MANUFACTURERS


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Fisher Investments' 4th Quarter New Buys Firm buys holding in America Movil and CoreLogic Ken Fisher - Fisher Investments' 4th Quarter New Buys
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. The following stocks are a few of the firm's new buys during the fourth quarter. More...

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Ken Fisher Initiates Holding in DuPont Investor and author buys shares in 200-year-old company Ken Fisher - Ken Fisher Initiates Holding In DuPont
Ken Fisher (Trades, Portfolio) is not only an extremely successful investment guru, he is also a bestselling author of many popular books such as "Beat The Crowd," "Superstocks," and "The Only Three Questions That Still Count." Fisher has been able to amass a fortune in the market starting with very little capital. He started Fisher Investments with $250 in 1979, and today the firm currently owns 743 stocks, with a total valuation of over $50 billion. Fisher is currently ranked as the world's 221st richest man, with an estimated net worth of $2.6 billion according to Forbes.com. More...

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Guru Raises Stake in Search Engine Giant Ken Fisher increases his holding in Baidu in 4th quarter Ken Fisher - Guru Raises Stake In Search Engine Giant
Guru Ken Fisher (TradesPortfolio) increased his stake in Baidu (NASDAQ:BIDU) by 4.47% in the fourth quarter of 2015. More...

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Guru Sells Out More Than 11 Million Shares in PMC-Sierra Ken Fisher divests himself of semiconductor company Ken Fisher - Guru Sells Out More Than 11 Million Shares In PMC-Sierra
Guru Ken Fisher (Trades, Portfolio) sold out more than 11 million shares insemiconductor company PMC-Sierra Inc. (NASDAQ:PMCS) in the fourth quarter. More...

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Gurus Are Buying These High-Yield Stocks Anheuser-Busch has 3.4% dividend yield and is held by 6 gurus James Barrow,Ken Fisher - Gurus Are Buying These High-Yield Stocks
The following are companies with high and growing dividend yields that gurus are buying according to GuruFocus' All-in-One Screener. More...

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Ken Fisher Makes Huge Investments in CalAtlantic and Stratasys Guru records more than 100 new buys in 4th quarter Ken Fisher - Ken Fisher Makes Huge Investments In CalAtlantic And Stratasys
Ken Fisher (Trades, Portfolio) is founder and CEO of Fisher Investments, an independent money management firm that, with nearly $68 billion in assets under management, has been called the largest wealth manager in the U.S. More...

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Ken Fisher Sells Shares of PMC Sierra, Alphabet During 4th Quarter Fisher Investments CEO's largest quarter sales Ken Fisher - Ken Fisher Sells Shares Of PMC Sierra, Alphabet During 4th Quarter
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. He sold shares of about 200 companies during the fourth quarter, and the following are the most important sales. More...

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Ken Fisher for Forbes - Your 2016 Portfolio Playbook This story appears in the January 18, 2016 issue of Forbes Ken Fisher - Ken Fisher For Forbes - Your 2016 Portfolio Playbook
My 2016 market views and prescribed positioning: moderate bullishness! I’m overweighting America but also northwestern Europe, South Korea and India, and I’m underweighting elsewhere, most heavily Japan, Canada and Australia. More...

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Home Depot Leading in the Retail Sector Stock is up more than 24% year to date Pioneer Investments, Ken Fisher, - Home Depot Leading In The Retail Sector
Retail sales in November were up 0.2%, according to the U.S. Census Bureau’s most recent report. Meanwhile, consumers also reported increased optimism in the economy overall, according to the University of Michigan’s December Consumer Sentiment Index. While both reports released during the Dec. 11 week were broadly positive, each slightly missed economists’ expectations as the retail sector overall continues to see a trend towards lower sales forecasts for the 2015 holiday season. More...

RETAIL, HOME IMPROVEMENT STORES


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Undervalued Holdings in Fisher Investments' Portfolios Stocks trading with a wide margin of safety according to the DCF calculator Ken Fisher - Undervalued Holdings In Fisher Investments' Portfolios
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. The investment philosophy at the firm is based on the idea that supply and demand of securities is the sole determinate of their pricing. Furthermore, they believe that all widely known information has already been priced into the market. The following are companies in the firm's various portfolios that are worth considering, since they are trading with a wide margin of safety according to the DCF calculator. More...

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Interview: Investor, Columnist, Author Ken Fisher Fisher talks with GuruFocus about his investment process, how he balances portfolio Ken Fisher,David Dreman - Interview: Investor, Columnist, Author Ken Fisher
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." More...

KEN FISHER, INTERVIEW, Q&A


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Ken Fisher for Forbes - Back to the Future the Bull Rumbles Forward From the investor's Forbes column Ken Fisher - Ken Fisher For Forbes - Back To The Future The Bull Rumbles Forward
The most stunning unnoted market phenomena right now are the parallels between the past eight years and the period between 1988 and 1997. History never repeats itself, but this rhymes. This bull cycle may last longer than anyone imagines–maybe the longest ever. More...

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These 6 Bargain Stocks Are Still in Play From fertilizer to microchips, the following stocks are trading at great prices Ken Fisher, Joel Greenblatt, Bill Nygren, Wallace  - These 6 Bargain Stocks Are Still In Play
Over the last six months, I’ve written more than 40 articles for GuruFocus. In this business, you have to take the good with the bad, especially in the performance column. With that in mind, I’ve gone back over my articles and found these stocks are even better bargains now than they were at publication. More...

TECHNOLOGY, FERTILIZER, AUTOS, RETAIL, COFFEE


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Home Depot Continues to Beat Wall Street's Expectations This stock has favorable expectations due to its consistent earnings Ken Fisher,Jeremy Grantham,John Burbank,First Eagl - Home Depot Continues To Beat Wall Street's Expectations
Shares of The Home Depot Inc. (NYSE:HD) are moving almost 4% following Thursday morning's session after the company reported better-than-expected earnings for Q3. More...

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McDonald's Reports Strong 3rd Quarter The fast food chain is a favorable investment compared to competitors Brian Rogers, Ken Fisher - McDonald's Reports Strong 3rd Quarter
McDonald's Corp. (NYSE:MCD) is a $103.7 billion market cap company and the largest fast-food restaurant chain in the world, with about 35,000 restaurants in 119 countries. More...

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