Ken Fisher

Ken Fisher

Last Update: 01-24-2018

Number of Stocks: 863
Number of New Stocks: 137

Total Value: $73,590 Mil
Q/Q Turnover: 7%

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

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
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...
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...
Ken Fisher’s Top 5 Technology Buys of the 4th Quarter Guru picks up several Japanese tech stocks
Ken Fisher (Trades, Portfolio)'s Fisher Asset Management disclosed its fourth-quarter portfolio this week, listing 137 new positions. Read more...
» More Ken Fisher Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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...

  • Currently 5.00/5

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


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5 Health Care Stocks in Gurus' Portfolios Gurus are buying these popular stocks David Rolfe,Ken Fisher - 5 Health Care Stocks In Gurus' Portfolios
According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Intel Corp Hits Milestones in Effort to Reshape Its Focus The company's stock was up nearly 11% after the quarterly release Ken Fisher,Chris Davis, Robert Olstein, David Drem - Intel Corp Hits Milestones In Effort To Reshape Its Focus
Intel Corp. (NASDAQ:INTC) hit some major milestones in a fourth quarter of wildly impressive earnings, sending its stock up by almost 11% in Friday afternoon trading. More...

PERSONAL COMPUTER, INTEL, DATA CENTERS, COMPUTER DEVICES, QUARTERLY REPORT, KEN FISHER


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ken Fisher Reduces Bank of America, Home Depot, Walt Disney Positions The guru's largest sales of the 4th quarter Ken Fisher - Ken Fisher Reduces Bank Of America, Home Depot, Walt Disney Positions
Fisher Investments is a fee-only investment company that serves institutional and private clients globally. Chief Executive Officer and Chief Investment Officer Ken Fisher (Trades, Portfolio) reduced his holdings in the following positions in the fourth quarter.  More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Starbucks Slips on Lower Global Comparable Store Sales Company's comp sales shine in China but suffer in the US in fiscal 1st quarter Ken Fisher, Jerome Dodson - Starbucks Slips On Lower Global Comparable Store Sales
Starbucks Corp. (NASDAQ:SBUX), a major global retailer, said global comparable store sales increased 2% in fiscal first-quarter 2018, down 1% from the prior-year quarter. More...

KEN FISHER, JEROME DODSON


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

6 Stocks Outperforming the Market Advanced Semiconductor Engineering tops the list Ken Fisher, Jim Simons, George Soros,Steve Mandel, - 6 Stocks Outperforming The Market
According to the GuruFocus All-in-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus during the last quarter. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ken Fisher’s Top 5 Technology Buys of the 4th Quarter Guru picks up several Japanese tech stocks Ken Fisher - Ken Fisher’s Top 5 Technology Buys Of The 4th Quarter
Ken Fisher (Trades, Portfolio)'s Fisher Asset Management disclosed its fourth-quarter portfolio this week, listing 137 new positions. More...

KEN FISHER, 4Q, BUYS, TECH


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Abbott Shares Jump After Global Sales Surge The company announced a cash dividend payout to shareholders Ken Fisher, Mario Gabelli, Joel Greenblatt - Abbott Shares Jump After Global Sales Surge
Shares of health care giant Abbott Laboratories (NYSE:ABT) jumped after the Illinois-based company reported $7.6 billion in worldwide sales. More...

PHARMACEUTICALS, DIABETES, TAX CUTS AND JOBS ACT, NUTRITION, DIAGNOSTICS, MEDICAL DEVICES, ST. JUDE MEDICAL


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Procter & Gamble Announces Dividend The consumer goods giant is beating market expectations amid a soft consumer sales market Donald Yacktman, Ken Fisher, Mario Gabelli, Ruane  - Procter & Gamble Announces Dividend
Consumer goods giant Procter and Gamble (NYSE:PG) saw net sales jump by 3% to $17.4 billion compared to the prior year, in spite of a soft consumer sales market that has been plaguing the industry in recent years. More...

CONSUMER SALES, CHARMIN, TIDE, OLAY, BABY CARE, PROCTER & GAMBLE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5 Real Estate Stocks in Gurus' Portfolios Investors are buying these popular stocks Chris Davis,Ken Fisher - 5 Real Estate Stocks In Gurus' Portfolios
According to the GuruFocus All-In-One Screener, the following Real Estate stocks are popular among gurus. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Defense Stocks Mostly Unaffected After Business Resumes in Washington A three-day government shutdown had little impact on stocks of the nation's largest defense contractors Ken Fisher,Mario Gabelli - Defense Stocks Mostly Unaffected After Business Resumes In Washington
The partial government shutdown appeared to have little negative impact on stocks of large defense contractors that were forced to adopt contingency plans as a result of the impasse. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Celgene Acquires Company Investigating Cancer Warfare Drug Juno Therapeutics stock jumped 27% after $9 billion deal was announced Ken Fisher,Ronald Muhlenkamp - Celgene Acquires Company Investigating Cancer Warfare Drug
One of the largest biopharmaceutical players in the world, Celgene Corp. (NASDAQ:CELG), has announced a $9 billion deal to acquire Juno Therapeutics Inc. (NASDAQ:JUNO) as part of its plans to ramp up development of experimental blood-cancer drugs. More...

PHARMACEUTICALS, CANCER, T-CELLS, IMMUNOTHERAPY, BLOOD CANCERS, AUTOIMMUNE DISEASE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Defense Contractors Play Waiting Game Company stocks are mostly unchanged as a result of limited operations due to partial government shutdown Ken Fisher,Mario Gabelli - Defense Contractors Play Waiting Game
Defense sector companies that hold multi-billion dollar contracts with the U.S. government are operating contingency plans after Day 3 of a partial government shutdown. More...

AEROSPACE INDUSTRY, BOEING, LOCKHEED MARTIN, GOVERNMENT SPENDING, DEFENSE, MILITARY CONTRACTS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

6 Undervalued Stocks With Growing Earnings Companies increasing their profitability Columbia Wanger,Ken Fisher - 6 Undervalued Stocks With Growing Earnings
Companies growing their earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following undervalued companies have grown their earnings over a five-year period. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5 Undervalued Stocks With Growing Book Value Margins of safety and rising book value per share Jeremy Grantham,Ken Fisher - 5 Undervalued Stocks With Growing Book Value
According to GuruFocus’ All-In-One Screener, the following companies have grown their book value per share (BV/S) over the past decade. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

7 Quality Stocks With High Business Predictability Ratings Amazon tops the list Frank Sands, Ken Fisher, Steve Mandel, Spiros Sega - 7 Quality Stocks With High Business Predictability Ratings
According to the GuruFocus All-in-One Screener, the following stocks have high business predictability ratings and positive total returns since the beginning of the year. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK