Ken Fisher

Ken Fisher

Last Update: 07-13-2017

Number of Stocks: 744
Number of New Stocks: 95

Total Value: $62,906 Mil
Q/Q Turnover: 14%

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

American Express Reports Strong Business Model in 2nd Quarter Company increases quarterly dividend to 35 cents per share on successful stress test
American Express Co. (NYSE:AXP) reported net income of $1.3 billion and diluted earnings per share of $1.47 during the second quarter. While these values slightly underperformed expectations, the company offered a solid business position for the rest of the year. 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...
Ken Fisher Slashes Positions in Technology and Finance Guru trims at least 50% from each of 4 positions
During the second quarter, investor Ken Fisher (Trades, Portfolio) of Fisher Investments trimmed over 50% of his position in four companies: Wells Fargo & Co. (NYSE:WFC), JPMorgan Chase & Co. (NYSE:JPM), Qualcomm Inc. (NASDAQ:QCOM) and United Technologies Corp. (NYSE:UTX). 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...
» More Ken Fisher Articles

Commentaries and Stories

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Petrobras to Report 2nd Quarter Thursday The Brazilian company is expected to increase earnings dramatically Leucadia National, Ken Fisher - Petrobras To Report 2nd Quarter Thursday
Petróleo Brasileiro S.A. (NYSE:PBR), also known as Petrobras, will release its financial results for the second quarter of fiscal 2017 after market close on Aug. 10. More...

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Nvidia to Report Earnings Thursday Analysts expect a 75% upside in quarterly earnings Ken Fisher - Nvidia To Report Earnings Thursday
Nvidia Corp. (NASDAQ:NVDA), a technology company headquartered in Santa Clara, California, will release its financial results for the second quarter of fiscal 2018 after the market closes on Aug. 10.  More...

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Mario Gabelli’s Top 5 New Buys Guru releases 2nd-quarter portfolio Mario Gabelli,Ken Fisher,Steven Romick,First Eagle - Mario Gabelli’s Top 5 New Buys
GAMCO Investors’ Mario Gabelli (Trades, Portfolio) added 49 stocks to his portfolio during the second quarter. His top five new purchases were Janus Henderson Group PLC (NYSE:JHG), Altaba Inc. (NASDAQ:AABA), Kate Spade & Co. (NYSE:KATE), West Corp. (NASDAQ:WSTC) and Dril-Quip Inc. (NYSE:DRQ). More...

GABELLI, GAMCO, 2Q, BUYS


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6 Stocks Beating the Market Alibaba, Bank of America among stocks that performed better than the benchmark Ken Fisher, Frank Sands, Jim Simons, Bill Nygren - 6 Stocks Beating The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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3M Boosts Earnings Guidance After Strong 2nd Quarter Company reported positive growth across its 5 business segments despite missing earnings estimates Ken Fisher - 3M Boosts Earnings Guidance After Strong 2nd Quarter
3M Co. (NYSE:MMM), a diversified industrial company known for products like Scotch tape and Post-it Notes, said second-quarter revenue increased 1.9% year over year with positive growth across the company’s five business segments. More...

KEN FISHER


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9 Stocks Ken Fisher Keeps Buying The guru's largest buys of the last 2 quarters Ken Fisher, Jim Simons, Chuck Royce, Paul Tudor Jo - 9 Stocks Ken Fisher Keeps Buying
Ken Fisher (Trades, Portfolio) is the CEO and chief investment officer of Fisher Investments. In both the first and second quarters, the guru bought shares of the following stocks: More...

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Visa Climbs After Reporting Strong Results European acquisitions explain part of company's growth Ken Fisher, Spiros Segalas - Visa Climbs After Reporting Strong Results
In Friday trading, Visa Inc. (NYSE:V)’s stock has surged by nearly 1.8% on the back of the company reporting financial results for its fiscal third-quarter 2017. The company posted GAAP net income of $2.1 billion, or EPS of 86 cents, which represents an increase of 26% on the year. The company’s revenue of $4.56 billion was higher by 25.6% year over year. Moreover, Visa managed to beat EPS expectations by five cents and revenue expectations by $200 million. More...

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American Express Reports Strong Business Model in 2nd Quarter Company increases quarterly dividend to 35 cents per share on successful stress test Warren Buffett,Ken Fisher - American Express Reports Strong Business Model In 2nd Quarter
American Express Co. (NYSE:AXP) reported net income of $1.3 billion and diluted earnings per share of $1.47 during the second quarter. While these values slightly underperformed expectations, the company offered a solid business position for the rest of the year. More...

WARREN BUFFETT, KEN FISHER


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Deere Expands Its Product Portfolio The stock trades higher on the back of German acquisition Ken Fisher, Steven Cohen, Ray Dalio, Joel Greenbla - Deere Expands Its Product Portfolio
Last month, Deere & Co. (NYSE:DE) announced the acquisition of German road-building equipment manufacturer Wirtgen Group for more than $5 billion. The deal is expected to close in the first quarter of fiscal 2018. More...

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Ken Fisher Invests in French, Japanese, Brazilian Companies in 2nd Quarter Guru’s 5 largest new holdings Ken Fisher,Sarah Ketterer,Jim Simons,Ken Heebner,C - Ken Fisher Invests In French, Japanese, Brazilian Companies In 2nd Quarter
Fisher Asset Management founder Ken Fisher (Trades, Portfolio) gained 95 new holdings in the second quarter. His top five new purchases were Sumitomo Mitsui Financial Group Inc. (NYSE:SMFG), Vinci SA (VCISY), Schneider Electric SE (SBGSY), Bank Bradesco SA (NYSE:BBD) and Mitsubishi Electric Corp. (MIELY). More...

FISHER, BUYS, 2Q, 2017, FRANCE, BRAZIL, JAPAN


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Ken Fisher Slashes Positions in Technology and Finance Guru trims at least 50% from each of 4 positions Ken Fisher - Ken Fisher Slashes Positions In Technology And Finance
During the second quarter, investor Ken Fisher (Trades, Portfolio) of Fisher Investments trimmed over 50% of his position in four companies: Wells Fargo & Co. (NYSE:WFC), JPMorgan Chase & Co. (NYSE:JPM), Qualcomm Inc. (NASDAQ:QCOM) and United Technologies Corp. (NYSE:UTX). More...

KEN FISHER


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Gurus' Holdings With Negative Performances Worst-performing assets in gurus' portfolios Barrow Hanley Mewhinney & Strauss,Ken Fisher,T Row - Gurus' Holdings With Negative Performances
While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than three gurus’ portfolios. More...

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Michael Price Buys Banc of California, FMC, Boston Scientific Guru's largest 1st-quarter trades Michael Price,Ken Fisher,First Eagle Investment,St - Michael Price Buys Banc Of California, FMC, Boston Scientific
Michael Price (Trades, Portfolio) is the 271st richest person in the world, according to Forbes. He manages a portfolio composed of 118 stocks with a total value of $807 million. During the first quarter the guru traded shares in the following stocks: More...

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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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