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

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
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...
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...
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...
Value Investors' Favorite Drug Companies Missed earnings expectations for second-quarter prompted price drops for most
All portfolios of gurus tracked by GuruFocus for the second quarter have been turned in, enabling the S&P 500 screener to sift out the drug company stocks that they bought the most. Read more...
» More Ken Fisher Articles

Commentaries and Stories

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5 Health Care Companies in Gurus' Portfolios Gurus are buying these popular stocks Ken Fisher, Joel Greenblatt, David Dreman, John Pa - 5 Health Care Companies In Gurus' Portfolios
According to the GuruFocus All-In-One Screener, the following health care stocks have positions in gurus' portfolios. More...

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Rating: 4.0/5 (1 vote)

6 Stocks Boosting Earnings Companies increasing in profitability Pioneer Investments,Ken Fisher,Jim Simons,Steven C - 6 Stocks Boosting 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 are undervalued companies that have grown EPS over a five-year period. More...

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6 Quality Stocks With High Business Predictability Ratings Cigna, Baidu, Biogen among companies ranked by GuruFocus Ken Fisher, Frank Sands, Jim Simons, Vanguard Heal - 6 Quality Stocks With High Business Predictability Ratings
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings and have positive total returns since the beginning of the year. More...

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6 Stocks Boosting Earnings and Revenue These companies have increased their profitability Ken Fisher,Jim Simons,Scott Black,Joel Greenblatt, - 6 Stocks Boosting Earnings And Revenue
According to GuruFocus' All-In-One Screener, the following companies have boosted their revenues and earnings over the last several years. More...

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7 Underperforming Stocks in Gurus' Portfolios Companies with falling stock prices and returns Ken Fisher, Chuck Royce, Jim Simons, Steven Cohen, - 7 Underperforming Stocks In Gurus' Portfolios
While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios. More...

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Carnival Cruises Higher on Earnings Beat Effects from hurricanes expected to impact 4th-quarter earnings PRIMECAP Management,Ken Fisher,Louis Moore Bacon,C - Carnival Cruises Higher On Earnings Beat
Cruise line Carnival Corp. (NYSE:CCL) reported its earnings for the third quarter before the opening bell on Sept. 26. More...

CARNIVAL, EARNINGS, 3Q, BEAT, HURRICANES


  • Currently 4.60/5

Rating: 4.6/5 (5 votes)

7 Stocks With Growing Revenue and Strong Earnings These companies have increased their profitability Ken Fisher, Sarah Ketterer, Joel Greenblatt, Jim S - 7 Stocks With Growing Revenue And Strong Earnings
The following companies have boosted their revenues and earnings over the last several years. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Value Investors' Favorite Drug Companies Missed earnings expectations for second-quarter prompted price drops for most Ken Fisher,Vanguard Health Care Fund - Value Investors' Favorite Drug Companies
All portfolios of gurus tracked by GuruFocus for the second quarter have been turned in, enabling the S&P 500 screener to sift out the drug company stocks that they bought the most. More...

  • Currently 5.00/5

Rating: 5.0/5 (5 votes)

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 - Ken Fisher Takes Road Less Traveled, But Is It The Right Road?
More...

GURUS, KEN FISHER, PHILIP FISHER, FISHER INVESTMENTS, HIGH NET WORTH INDIVIDUALS, INSTITUTIONAL, SUPPLY AND DEMAND, ACTIVE MANAGEMENT, FINANCIALS, TECHNOLOGY, ETN, ALPHA, BETA, MARKETING


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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...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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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