Ken Fisher

Ken Fisher

Fisher Asset Management, LLC
Last update 2020-04-28 816 Stocks (75 new)
Value $80.50 Bil Turnover 11 %
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Ken Fisher 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.

Ken Fisher 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.
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Performance of Purisima Total Return (PURIX)

Year Return % S&P500 % Excess Gain %
2015 1.77 1.24 0.5
2014 4.53 13.46 -8.9
2013 23.38 32.31 -8.9
3-Year Cumulative (2013-2015) 31.25 (9.49/Year) 51.98 (14.97/Year) -20.71 (-5.48/Year)
2012 6.28 15.99 -9.7
2011 -7.87 1.9 -9.8
5-Year Cumulative (2011-2015) 28.52 (5.15/Year) 79.63 (12.43/Year) -51.11 (-7.26/Year)
2010 14.74 15.05 -0.3
2009 36.18 26.35 9.8
2008 -42.95 -36.79 -6.2
2007 12.43 5.15 7.3
2006 15.05 15.84 -0.8
10-Year Cumulative (2006-2015) 48.19 (4.01/Year) 101.05 (7.23/Year) -52.86 (-3.22/Year)
2005 8.73 4.83 3.9
2004 7.84 10.7 -2.9
2003 35.28 28.18 7.1
2002 -21.96 -21.58 -0.4
2001 4.08 -11.76 15.8
15-Year Cumulative (2001-2015) 90.92 (4.41/Year) 106.94 (4.97/Year) -16.00 (-0.54/Year)
2000 -7.42 -9.75 2.3
1999 24.36 20.38 4
1998 29.48 28.69 0.8
1997 22.61 33.49 -10.9

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