Ken Fisher

Ken Fisher

Last Update: 01-10-2017

Number of Stocks: 729
Number of New Stocks: 58

Total Value: $55,303 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 (%)
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

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...
Consumer Defensive Companies Offer Good Value Potential Deep statistical analysis: historical trend of financial metrics for consumer defensive companies
Among U.S. companies, consumer defensives offer good value-investing opportunities. Such companies, like The Coca-Cola Co. (NYSE:KO), PepsiCo Inc. (NYSE:PEP), Proctor & Gamble Co. (NYSE:PG) and The Wal-Mart Stores Inc. (NYSE:WMT), have strong and consistent financial strength, suggesting low bankruptcy risk. Additionally, at least three of the above companies have strong gross margins, suggesting durable competitive advantage. 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...
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...
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...
» More Ken Fisher Articles

Commentaries and Stories

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7 Stocks With Low P/S Ratios All-in-One Screener identifies stocks with $5 billion market caps that look cheap Barrow Hanley Mewhinney & Strauss,Ken Fisher,Sarah - 7 Stocks With Low P/S Ratios
According to GuruFocus' All-in-One Screener, the following stocks with market caps above $5 billion look cheap since they are trading with low price-sales (P/S) ratios. More...

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Ken Fisher Sells Out of Movado Group Company's revenue per share slowed significantly over the previous 12 months Ken Fisher - Ken Fisher Sells Out Of Movado Group
Ken Fisher (Trades, Portfolio), a San Francisco native who is the son of legendary investor Philip A. Fisher, sold out his stake in the Movado Group (NYSE:MOV) during the fourth quarter. More...

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British American Tobacco Deal With Reynolds American Hits Road Bump British American hopes to buy American tobacco producer for $56.50 per share Joel Greenblatt,Ken Fisher - British American Tobacco Deal With Reynolds American Hits Road Bump
A deal for British American Tobacco (BTI) to buy the rest of Reynolds American (NYSE:RAI) for $47 billion in cash and stock, has run into an unexpected problem, as reported by the website StreetInsider.com More...

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Lannet's Lopinavir, Ritonavir Approved to Treat HIV in US Company’s protease inhibitors are equivalent to AbbVie’s Kaletra oral solution Joel Greenblatt,Ken Fisher,Ronald Muhlenkamp - Lannet's Lopinavir, Ritonavir Approved To Treat HIV In US
Lannet Co. Inc. (NYSE:LCI) announced through the PRNewswire Tuesday that its “Lopinavir and Ritonavir Oral Solution USP, 80 mg/20 mg per mL” has been approved by the U.S. Food and Drug Administration (FDA) to be produced and sold in the U.S. as a generic drug. More...

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Intel Gains 15% Ownership of Here International Companies to collaborate on autonomous driving, Internet of Things PRIMECAP Management,Ken Fisher,Bill Nygren - Intel Gains 15% Ownership Of Here International
Intel Corp. (NASDAQ:INTC) announced on Tuesday it is acquiring a 15% stake in privately held Here International BV for an undisclosed amount. More...

INTEL, HERE, AUTONOMOUS VEHICLES


  • Currently 3.50/5

Rating: 3.5/5 (2 votes)

Consumer Defensive Companies Offer Good Value Potential Deep statistical analysis: historical trend of financial metrics for consumer defensive companies Donald Yacktman,Ken Fisher - Consumer Defensive Companies Offer Good Value Potential
Among U.S. companies, consumer defensives offer good value-investing opportunities. Such companies, like The Coca-Cola Co. (NYSE:KO), PepsiCo Inc. (NYSE:PEP), Proctor & Gamble Co. (NYSE:PG) and The Wal-Mart Stores Inc. (NYSE:WMT), have strong and consistent financial strength, suggesting low bankruptcy risk. Additionally, at least three of the above companies have strong gross margins, suggesting durable competitive advantage. More...

WARREN BUFFETT, DONALD YACKTMAN, KEN FISHER


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Retail Companies Showing Strong Value Potential Ahead of Christmas Season Deep statistical analysis: historical trend of financial metrics for consumer cyclical companies Ken Fisher, Spiros Segalas, Pioneer Investments, W - Retail Companies Showing Strong Value Potential Ahead Of Christmas Season
As the 2016 Christmas season nears, several consumer cyclical companies offer strong value potential to investors based on backtesting results. Four retail companies, Amazon.com Inc. (NASDAQ:AMZN), Home Depot Inc. (NYSE:HD), Nike Inc. (NYSE:NKE) and Walt Disney Co. (NYSE:DIS), generally had strong financial strength and business predictability during the backtesting period from 2006 to 2016. More...

WARREN BUFFETT, KEN FISHER, SPIROS SEGALAS, PIONEER INVESTMENTS


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General Electric Increases Quarterly Dividend Company has a forward dividend yield of 3.05% Ken Fisher - General Electric Increases Quarterly Dividend
General Electric (NYSE:GE) has announced an increase in its quarterly dividend to 24 cents. The previous dividend was 23 cents. The stock will trade ex-dividend on Dec. 22, and the dividend will be payable on Jan. 25, 2017. More...

INDUSTRIALS


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23 Questions With David Merkel of Aleph Investments 'For a smaller manager like me, some less liquid stocks can make a lot of sense' Howard Marks,Ken Fisher - 23 Questions With David Merkel Of Aleph Investments
1. How and why did you get started investing? What is your background? More...

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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 4.80/5

Rating: 4.8/5 (5 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


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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


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