Ken Fisher

Ken Fisher

Last Update: 04-25-2017

Number of Stocks: 718
Number of New Stocks: 78

Total Value: $59,994 Mil
Q/Q Turnover: 5%

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 (%)
20151.771.380.4
20144.5313.69-9.2
201323.3832.39-9.0
3-Year Cumulative31.3 (9.5%/year)52.6 (15.1%/year)-21.3 (-5.6%/year)
20126.2816-9.7
2011-7.872.11-10.0
5-Year Cumulative28.5 (5.1%/year)80.7 (12.6%/year)-52.2 (-7.5%/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)102.4 (7.3%/year)-54.2 (-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)107.9 (5%/year)-17 (-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...
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...
Jeff Ubben Nabs NetScout in 4th Quarter Guru establishes position in application software company
ValueAct Capital founder Jeff Ubben (Trades, Portfolio) gained one new holding in the final quarter of 2016, NetScout Systems Inc. (NASDAQ:NTCT). Read more...
» More Ken Fisher Articles

Commentaries and Stories

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Mariko Gordon Invests in 6 Technology Companies 2 positions are now among guru’s top 10 holdings Mariko Gordon,Ken Fisher,Jim Simons,Barrow Hanley  - Mariko Gordon Invests In 6 Technology Companies
Daruma Capital Management founder Mariko Gordon (Trades, Portfolio) gained 20 new positions in the first quarter. Among her purchases were six technology stocks – Omnicell Inc. (NASDAQ:OMCL), Veeco Instruments Inc. (NASDAQ:VECO), Xperi Corp. (NASDAQ:XPER), II-VI Inc. (NASDAQ:IIVI), Pros Holdings Inc. (NYSE:PRO) and Bazaarvoice Inc. (NASDAQ:BV). More...

MARIKO GORDON, DARUMA CAPITAL, BUYS, 1Q, TECHNOLOGY


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7 Stocks With Rising Prices and Margins of Safety Using Peter Lynch Value to select undervalued stocks Ken Fisher,Jim Simons,Jeremy Grantham,Wallace Weit - 7 Stocks With Rising Prices And Margins Of Safety
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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General Electric CEO Invests in Company Insider buys 100,000 shares Ken Fisher,Steven Cohen,Jim Simons,Joel Greenblatt - General Electric CEO Invests In Company
General Electric Co. (GE) Chairman and CEO Jeffrey Immelt (Insider Trades) purchased 100,000 shares for $28.07 per share on May 15. The total transaction was $2,807,000. More...

JEFFREY IMMELT, GENERAL ELECTRIC CO, INSIDER TRADES


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Disney Strengthens Brand Image in Fiscal 2nd Quarter Company offers good growth potential as earnings increase from prior quarters Ken Fisher,Tom Gayner - Disney Strengthens Brand Image In Fiscal 2nd Quarter
Walt Disney Co. (NYSE:DIS), one of the largest entertainment companies in the world, reported higher earnings during fiscal second-quarter 2017 compared to past quarters through its strong brand image and revenue-generating product channels. More...

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Ken Fisher Keeps Buying These 9 Stocks Guru increased these holdings in the last 2 quarters Ken Fisher,Frank Sands,Jim Simons,Spiros Segalas,P - Ken Fisher Keeps Buying These 9 Stocks
Ken Fisher (Trades, Portfolio) is the CEO and chief investment officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for more than two decades. In both first-quarter 2017 and fourth-quarter 2016 the guru bought shares in the following stocks. More...

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6 Stocks Young Warren Buffett Would Buy in 2017 Technology and health care companies offer strong value potential Warren Buffett,Ken Fisher,Donald Yacktman - 6 Stocks Young Warren Buffett Would Buy In 2017
Six technology and health care companies made both the Undervalued Predictable Screener and the Buffett-Munger Screener as of May 4: Anika Therapeutics Inc. (NASDAQ:ANIK), NIC Inc. (NASDAQ:EGOV), Express Scripts Holding Co. (NASDAQ:ESRX), F5 Networks Inc. (NASDAQ:FFIV), CGI Group Inc. (NYSE:GIB) and Novo Nordisk A/S (NYSE:NVO). As these companies offer good growth and value potential, gurus are buying shares in these companies. More...

WARREN BUFFETT, CHARLIE MUNGER, DONALD YACKTMAN


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6 High Performing Stocks in Most Broadly Owned Portfolio Model portfolio outperformed S&P 500 benchmark for at least 5 of the past 7 years Warren Buffett,Ken Fisher,Dodge & Cox,John Hussman - 6 High Performing Stocks In Most Broadly Owned Portfolio
The Most Broadly Owned Portfolio, which contains the top 25 company stocks based on number of guru holders, outperformed the Standard & Poor’s 500 benchmark in at least five of the past seven years. More...

WARREN BUFFETT


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AbbVie Reports Humira Sales Growth in 1st Quarter The company beat earnings, revenue expectations Ken Fisher - AbbVie Reports Humira Sales Growth In 1st Quarter
AbbVie Inc. (NYSE:ABBV) released its first-quarter 2017 financial figures on April 25. More...

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Ken Fisher Betting Big on ING Groep Guru increases position by 2.4 million shares Ken Fisher - Ken Fisher Betting Big On ING Groep
Ken Fisher (Trades, Portfolio) is the son of legendary value investor Philip A. Fisher, who invented the "scuttlebutt" method of investing using a "15-point" checklist designed to create "bonanza" or huge returns. More...

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Amgen Reports 1st-Quarter Earnings Results Company beats on earnings, misses on revenue Ken Fisher - Amgen Reports 1st-Quarter Earnings Results
Amgen Inc. (NASDAQ:AMGN) released its first-quarter 2017 financial results on April 26. More...

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7 Undervalued Stocks That Are Set to Grow Companies have wide margins of safety and positive performances in the last 12 months Jim Simons,Ken Fisher,Tom Gayner,Donald Smith,Stev - 7 Undervalued Stocks That Are Set To Grow
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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Novartis Releases 1st-Quarter Earnings The Swiss company reported a solid quarter with a substantial increase in cash flow Ken Fisher - Novartis Releases 1st-Quarter Earnings
Novartis AG (NYSE:NVSreleased its first-quarter 2017 financial results on April 25.  More...

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Ken Fisher Buys Vodafone, Daimler, Itau Unibanco Guru's top 3 new holdings for the 1st quarter Ken Fisher,HOTCHKIS & WILEY,Howard Marks,Dodge & C - Ken Fisher Buys Vodafone, Daimler, Itau Unibanco
Fisher Asset Management founder Ken Fisher (Trades, Portfolio) gained 78 new holdings during the first quarter of the year. His top three buys were Vodafone Group PLC (NASDAQ:VOD), Daimler AG (DMLRY) and Itau Unibanco Holding SA (NYSE:ITUB). More...

FISHER, BUYS, 1Q


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Ken Fisher Buys Vodafone Guru invests in 12.4 million shares Ken Fisher,Warren Buffett, - Ken Fisher Buys Vodafone
Guru Ken Fisher (Trades, Portfolio) is a San Francisco native who learned his investment strategies under his father Philip A. Fisher's guidance. Ken Fisher's father wrote the book "Common Stocks and Uncommon Profits." More...

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Rising Revenue and Earnings: Mistubishi Financial, United Therapeutics Companies have strong 5-year figures Charles Brandes,Ken Fisher,Jim Simons,HOTCHKIS & W - Rising Revenue And Earnings: Mistubishi Financial, United Therapeutics
The following companies have boosted their revenue over the last three years as well as their earnings. This figure can be a good point to start for a profitable investment. More...

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8 Stocks With Rising Revenue and EPS Companies have strong 3-year figures Frank Sands,Ken Fisher,Chris Davis,Spiros Segalas, - 8 Stocks With Rising Revenue And EPS
The following companies have boosted their revenue over the last three years as well as their earnings. This figure can be a good point to start for a good investment. More...

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Intel Increases Quarterly Dividend Forward dividend yield of 3.06% Ken Fisher,Bill Nygren - Intel Increases Quarterly Dividend
Intel (NASDAQ:INTC) has announced a quarterly dividend of 27.25 cents with an ex-dividend date of May 3. The dividend is a 5% increase from the previous dividend of 26 cents. With the March dividend, the stock now has a forward dividend yield of 3.06%. More...

INTEL, TECHNOLOGY, DIVIDEND


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Ray Dalio's Top 10 Holdings Include Giant Apple Company prominent in Buffett and Fisher's portfolios Ray Dalio,Ken Fisher,Warren Buffett - Ray Dalio's Top 10 Holdings Include Giant Apple
Ray Dalio (Trades, Portfolio)'s Bridgewater Associates disclosed an equity portfolio valued at some $10.53 billion at the end of the fourth quarter of 2016 and a top 10 concentration of 83.2%. More...

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Despite Disappointing Short-Term Results, FedEx Is Leading the Way Courier company is a nice bet for long-term investors regardless of poor quarterly results Ken Fisher, Spiros Segalas - Despite Disappointing Short-Term Results, FedEx Is Leading The Way
Expansion and cost advantage More...

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Parexel Investors: Swimming With the Whales Some value investors may see frequent gap-downs as an opportunity rather than an obstacle Ken Fisher, Vanguard Health Care Fund, Jana Partne - Parexel Investors: Swimming With The Whales
Biopharm outsourcing company Parexel has a lot—a whole lot—of institutional ownership. GuruFocus reports that pension mutual funds and other big buyers and sellers own more than 99% of the company. More...

VALUE, INSTITUTIONAL INVESTORS, RETAIL INVESTORS, GAP-DOWN, BIOPHARMACEUTICAL, DRUGS, LONG, SHORT


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