Ken Fisher

Ken Fisher

Last Update: 07-09-2018

Number of Stocks: 816
Number of New Stocks: 95

Total Value: $76,722 Mil
Q/Q Turnover: 6%

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 (%)
20151.771.240.5
20144.5313.47-8.9
201323.3832.3-8.9
3-Year Cumulative31.3 (9.5%/year)52 (15%/year)-20.7 (-5.5%/year)
20126.2815.99-9.7
2011-7.871.9-9.8
5-Year Cumulative28.5 (5.1%/year)79.6 (12.4%/year)-51.1 (-7.3%/year)
201014.7415.05-0.3
200936.1826.359.8
2008-42.95-36.79-6.2
200712.435.147.3
200615.0515.85-0.8
10-Year Cumulative48.2 (4%/year)101 (7.2%/year)-52.8 (-3.2%/year)
20058.734.833.9
20047.8410.7-2.9
200335.2828.197.1
2002-21.96-21.58-0.4
20014.08-11.7615.8
15-Year Cumulative90.9 (4.4%/year)107 (5%/year)-16.1 (-0.6%/year)
2000-7.42-9.752.3
199924.3620.44.0
199829.4828.70.8
199722.6133.47-10.9

Top Ranked Articles

Ken Fisher Takes Road Less Traveled, But Is It the Right Road? Celebrated guru has a global reputation as an investing giant, but results from his publicly traded fund don’t invite imitation
Boeing Blasts Past Wall Street Check out Boeing's performance to that of its peers with our new industry overview pages
Boeing Co. (NYSE:BA) shot up over 4% after an earnings and revenue beat toppled Wall Street’s estimates. The world's largest aerospace company stood at over $338 a share in afternoon trading. Read more...
Ken Fisher’s Top 5 New Buys Guru invests in homebuilder, 3 oil companies and an ETF in 1st quarter
Fisher Asset Management leader Ken Fisher (Trades, Portfolio) disclosed that he established 229 new positions when he released his first-quarter portfolio this week. Read more...
Abbott Shares Jump After Global Sales Surge The company announced a cash dividend payout to shareholders
Shares of health care giant Abbott Laboratories (NYSE:ABT) jumped after the Illinois-based company reported $7.6 billion in worldwide sales. Read more...
Investors Getting Fired Up About Oil and Gas A surge in the global economy and rising Brent prices are fueling hopes
After an unfavorable year of disappointing earnings for companies that do business in oil and gas, investors are getting fired up about 2018. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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3 Beer Stocks Already in a Bear Market These stocks are ready to bounce back Ken Fisher, Jim Simons - 3 Beer Stocks Already In A Bear Market
Three beer stocks are already in a bear market: Anheuser-Busch InBev (NYSE:BUD), Ambev (NYSE:ABEV) and  Molson Coors Brewing Co. (NYSE:TAP). Seeing the extraordinary run of Boston Beer (NYSE:SAM) over the last 15 months, investors have to be wondering how long these stocks will stay at current prices. More...

BEER, ALCOHOL, BREWER, BEVERAGES, BUDWEISER, CORONA, COORS, USA, BRAZIL, STELLA ARTOIS


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The One Stock Warren Buffett and Ken Fisher Keep Buying in a Significantly Overvalued Market Pioneers of the price-sales ratio think alike on tech-giant Apple despite both owning other companies like Wells Fargo Warren Buffett,Ken Fisher - The One Stock Warren Buffett And Ken Fisher Keep Buying In A Significantly Overvalued Market
Warren Buffett (Trades, Portfolio) and Ken Fisher (Trades, Portfolio), two investing titans who value securities using the price-sales ratio, think alike on Apple Inc. (NASDAQ:AAPL). According to the aggregated portfolio, the two gurus have a combined holding of 24.20% in the Cupertino, California-based tech giant. More...

WARREN BUFFETT, KEN FISHER, STEVEN ROMICK, MARKET VALUATION


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Ken Fisher Sells Amazon, Comcast Guru’s largest sales of the second quarter Ken Fisher - Ken Fisher Sells Amazon, Comcast
The Washington-based investment firm, Fisher Asset Management LLC was founded by its executive chairman and co-chief investment officer, Ken Fisher (Trades, Portfolio). During the second quarter he sold shares of the following stocks. More...

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Ken Fisher Plunges Into Metals and Mining Industry in 2nd Quarter Guru establishes four new positions, including BHP Billiton and Rio Tinto Ken Fisher, Ken Heebner, Steven Cohen - Ken Fisher Plunges Into Metals And Mining Industry In 2nd Quarter
Ken Fisher (Trades, Portfolio), chief investment officer of Fisher Investments, disclosed on Monday that he initiated four new positions in the metals and mining industry: BHP Billiton Ltd. (NYSE:BHP), BHP Billiton PLC (NYSE:BBL), Freeport-McMoRan Inc. (NYSE:FCX) and Rio Tinto PLC (NYSE:RIO). More...

KEN FISHER, KEN HEEBNER, STEVEN COHEN, METALS AND MINING


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Fisher on the Effect of Trump's China Tariffs on the Market Effect is 'way overestimated,' investor says Ken Fisher - Fisher On The Effect Of Trump's China Tariffs On The Market
Ken Fisher (Trades, Portfolio), the executive chairman and co-chief investment officer of Fisher Investments, joined CNBC for an interview Friday, primarily to discuss President Trump's tariffs on China implemented today. More...

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Cheap Stocks With Low Price-Sales Ratios Bank of Nova Scotia, Toyota Motor Pioneer Investments,Ken Fisher - Cheap Stocks With Low Price-Sales Ratios
According to the GuruFocus All-in-One Screener, the following stocks with market caps above $5 billion look cheap since they are trading with low price-sales ratios. More...

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MS Global Franchise Buys Heineken, Adds to Coke, Sells Nestle Morningstar's bronze-medal fund is among the first to open a position in Western Europe's largest beer producer in the 1st quarter Joel Greenblatt,Ken Fisher - MS Global Franchise Buys Heineken, Adds To Coke, Sells Nestle
The management team of the Morgan Stanley Global Franchise Fund, among the top 12% of open-ended funds in the U.S., has indicated the establishment of two positions, which were reflected in regulatory filings disclosed this week. More...

BEER, HEALTHCARE, DRUGS, NIKE, COKE, MICROSOFT, EARNINGS,


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AbbVie Soars AbbVie to repurchase $7.5 billion of common stock Ken Fisher - AbbVie Soars
AbbVie Inc. (NYSE:ABBV) launched a tender offer for the acquisition of $7.5 billion of its common stock, and the share price had a 5.72% jump to $102.7 per share on the New York Stock Exchange. More...

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9 Stocks Ken Fisher Continues to Buy Lowe's tops the list Ken Fisher - 9 Stocks Ken Fisher Continues To Buy
Ken Fisher (Trades, Portfolio), leader of Fisher Investments, bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017. More...

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Boeing Blasts Past Wall Street Check out Boeing's performance to that of its peers with our new industry overview pages Mario Gabelli, Ken Fisher, John Buckingham, Joel G - Boeing Blasts Past Wall Street
Boeing Co. (NYSE:BA) shot up over 4% after an earnings and revenue beat toppled Wall Street’s estimates. The world's largest aerospace company stood at over $338 a share in afternoon trading. More...

EARNINGS, AEROSPACE, DEFENSE, LOCKHEED MARTIN, DREAMLINER, FIGHTER JET,


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Schlumberger Feels Impact of Sudden Drop in Oil Prices Stock falls as company releases 1st-quarter earnings that 'meet' but don't 'beat' forecasts Ken Fisher - Schlumberger Feels Impact Of Sudden Drop In Oil Prices
Investors, giddy about early signs of a revived energy sector, evidently lost all enthusiasm as they began selling off shares of the largest oilfield services provider in the world. More...

FRACKING, ENERGY, DRILLING, HORSEPOWER, TECHNOLOGY, EARNINGS, MARGINS, DEBT, CAPITAL


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Rating: 5.0/5 (1 vote)

Ken Fisher’s Top 5 New Buys Guru invests in homebuilder, 3 oil companies and an ETF in 1st quarter Ken Fisher - Ken Fisher’s Top 5 New Buys
Fisher Asset Management leader Ken Fisher (Trades, Portfolio) disclosed that he established 229 new positions when he released his first-quarter portfolio this week. More...

KEN FISHER, 1Q, BUYS


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Ken Fisher Sells Citigroup, American Express Guru's largest sales of the first quarter Ken Fisher - Ken Fisher Sells Citigroup, American Express
The CEO and Chief Investment Officer of Fisher Investments Ken Fisher (Trades, Portfolio) sold shares in the following stocks during the first quarter. More...

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Home Depot: Waiting for a Pullback Growth investors who can overlook 'acceptable' debt should keep an eye on this star Ken Fisher,Pioneer Investments - Home Depot: Waiting For A Pullback
We all know The Home Depot (NYSE:HD); many of us by shopping for building supplies, home improvement tools and more. Its orange signs are everywhere thanks to its 2,284 domestic retail locations (at the end of 2017) and to its e-commerce platform. More...

THE HOME DEPOT, PULLBACK, DEBT, GROWTH DRIVERS, GROWTH INVESTORS, GREAT COMPANY, ROA, ROC, ROE, ROTE, DCF, RETURN ON ASSETS, RETURN ON CAPITAL, RETURN ON EQUITY, RETURN ON TANGIBLE EQUITY, DISCOUNTED


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Trade War or No, Boeing Is in the Green The aerospace giant led a host of multinationals into the green after big losses last week Mario Gabelli, Ken Fisher, John Buckingham, Joel G - Trade War Or No, Boeing Is In The Green
As markets fret over a decline in the performance of high-flying tech stocks, a segment that got battered last week is facing less pressure. More...

TRADE WAR, AEROSPACE, MULTINATIONAL, EXPORTS, CHINA, OVERSEAS, TRADE, TURMOIL, MARKETS


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After the Panic on Wall Street, Try Some Chocolate Gurus have a strong taste for Mondelez International, an Illinois-based confectionery Ken Fisher, Mario Gabelli, Bill Ackman, George Sor - After The Panic On Wall Street, Try Some Chocolate
In times of market panic, there’s always chocolate. More...

CHOCOLATE, MILK CHOCOLATE, CONFECTIONARY, MLIKA CHOCOLATE, REESE'S PEANUT BUTTER, DARK CHOCOLATE, KRAFT


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Wall Street Wants Details About Lung Cancer Drug Bristol-Myers releases strong fourth-quarter earnings but falls short on allaying concerns of drug's unknowns Mario Gabelli, Ken Fisher, Ronald Muhlenkamp, Joel - Wall Street Wants Details About Lung Cancer Drug
Wall Street analysts are pressuring Bristol-Myers Squibb Co. (NYSE:BMY) to provide more specifics on next-steps in the development of a breakthrough lung cancer drug. More...

LUNG CANCER, CANCER TREATMENT, FOOD AND DRUG ADMINISTRATION, TREATMENT, TUMOR, STROKE, CANCER ARTHRITIS, GASTRIC CANCER, KIDNEY, BRISTOL-MYERS


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Walt Disney to Post 1st Quarter Results for Fiscal 2018 Analysts foresee higher earnings and sales Ken Fisher - Walt Disney To Post 1st Quarter Results For Fiscal 2018
Walt Disney Co (NYSE:DIS) will release on Tuesday results for the first quarter of fiscal 2018 after the closing bell of the New York Stock Exchange. More...

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9 Stocks Ken Fisher Continues to Buy The guru added to these positions in the past 2 quarters Ken Fisher - 9 Stocks Ken Fisher Continues To Buy
Fisher Investments is a fee-only investment managment firm that serves institutional and private clients around the world. CEO and Chief Investment Officer Ken Fisher (Trades, Portfolio) invested in the following stocks in both the third and fourth quarters. More...

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Rating: 5.0/5 (1 vote)

Investors Getting Fired Up About Oil and Gas A surge in the global economy and rising Brent prices are fueling hopes Ken Fisher, Richard Pzena, Donald Yacktman, Ron Ba - Investors Getting Fired Up About Oil And Gas
After an unfavorable year of disappointing earnings for companies that do business in oil and gas, investors are getting fired up about 2018. More...

OIL, GAS, PRODUCTION, ENERGY, BARRELS PER DAY


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