Ken Fisher

Ken Fisher

Last Update: 10-24-2017

Number of Stocks: 786
Number of New Stocks: 118

Total Value: $67,542 Mil
Q/Q Turnover: 3%

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
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...
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...
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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Ken Fisher Exits Parexel and Equifax, Sells Qualcomm The fund's largest 3rd quarter sales Ken Fisher - Ken Fisher Exits Parexel And Equifax, Sells Qualcomm
Ken Fisher (Trades, Portfolio) is the founder, executive chairman and co-chief investment officer of Fisher Asset Management LLC. During the third quarter, the guru sold shares in the following stocks: More...

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Robert Olstein Keeps Buying IBM, Goodyear 9 positions the investor increased in the past 2 quarters Robert Olstein,Ken Fisher,Jim Simons,Joel Greenbla - Robert Olstein Keeps Buying IBM, Goodyear
Olstein Capital Management was founded in 1995, and Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer. He manages a portfolio with a total value of $776 million. In both the second and third quarters the guru bought shares in the following stocks: More...

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Donald Smith Sells Micron Technology, Air France-KLM, AerCap The fund's largest 3rd-quarter sales Donald Smith,Ken Fisher,Ron Baron,PRIMECAP Managem - Donald Smith Sells Micron Technology, Air France-KLM, AerCap
As an investment management firm, Donald Smith (Trades, Portfolio) & Co. Inc. manages a portfolio composed of 70 stocks with a total value of $4.155 billion. During the third quarter the guru sold shares in the following stocks: More...

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10 Positions Ken Fisher Added to in the Past 2 Quarters MercadoLibre, Globant among stocks guru invested in Ken Fisher - 10 Positions Ken Fisher Added To In The Past 2 Quarters
Fisher Investments leader Ken Fisher (Trades, Portfolio) manages a portfolio of 786 stocks. In both the second and third quarters, he invested in the following stocks: More...

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6 Stocks With Margins of Safety and Growing Earnings Guru's stocks with growing EPS Ken Fisher,Frank Sands,Jim Simons,Jeremy Grantham, - 6 Stocks With Margins Of Safety And 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 EPS over a five-year period. More...

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Despite Profit Beat, Merck Shares Fall Due to Impact of NotPetya Attack Pharmaceutical company raises guidance for the year Vanguard Health Care Fund,Ken Fisher,T Rowe Price  - Despite Profit Beat, Merck Shares Fall Due To Impact Of NotPetya Attack
Drugmaker Merck & Co. Inc. (NYSE:MRK) reported its third-quarter results before the opening bell on Oct. 26. More...

MERCK, 3Q, EARNINGS, BEAT, MISS, DOWN, NOTPETYA


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Microsoft Accelerates Cloud Growth in Fiscal 1st Quarter Company continues strong revenue momentum across business segments from fiscal 2017 Warren Buffett, Ken Fisher, Diamond Hill Capital,  - Microsoft Accelerates Cloud Growth In Fiscal 1st Quarter
Microsoft Corp. (NASDAQ:MSFT) said revenues for the quarter ending Sept. 30 increased 12% year over year, driven by strong revenue growth across its core business segments. More...

WARREN BUFFETT, KEN FISHER, DIAMOND HILL CAPITAL, SPIROS SEGALAS


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Ken Fisher’s Top 10 Third-Quarter Stock Picks Billionaire adds to diverse portfolio Ken Fisher - Ken Fisher’s Top 10 Third-Quarter Stock Picks
Billionaire investor Ken Fisher (Trades, Portfolio) added 118 stocks to his vast portfolio that comprised 786 positions at the end of the third quarter, according to a portfolio update he released Tuesday. More...

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Ken Fisher's Largest 3rd-Quarter Sales Parexel, Dupont Fabros among positions guru divested Ken Fisher - Ken Fisher's Largest 3rd-Quarter Sales
Ken Fisher (Trades, Portfolio) is the CEO and chief investment officer of Fisher Asset Management LLC. During the third quarter, he sold shares of the following stocks: More...

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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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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

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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...

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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...

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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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