Ken Fisher

Average Annualised Returns:

Kenneth L. Fisher was born in San Francisco California. Fisher was raised in San Mateo, California. He went to Humboldt State University to study forestry, but graduated with a degree in economics in 1972.

After graduating, Fisher worked for his father, Philip Fisher, who was a noted money manager and author. Fisher started his own company, Fisher Investments, in 1979. In 2007, Fisher and Thomas Grüner founded “Grüner Fisher Investments”. Citing contributions to the finance world and the ongoing study of redwood ecology, Humboldt State recognized Fisher with its distinguished alumni Award in 2007. In 2009, Fisher received the inaugural Tiburon CEO Summit award for Challenging Conventional Wisdom. Charles Schwab received the inaugural award for maintaining a Focus on Consumer Needs. Fisher also has a Bernstein Fabozzi/Jacobs Levy Award for published research. In 2010, Forbes published an accounting of Fisher’s stock pick performance, as made in his columns, over the last 14 years. His stock picks beat the S&P500 overall on average, and have beat the S&P in 11 years out of 14. In 2011, Investment Advisor Magazine ranked Fisher as one of the tops 25 most influential figures in the financial industry.Ken Fisher has been writing the Forbes Portfolio Strategy column for over 27 years and is the fourth-longest running columnist in Forbes’ history

Investment Philosophy

Fisher Investments has continued to develop capital markets technologies for the primary purpose of providing excess return relative to benchmarks. In the early 1980s, Ken Fisher pioneered the use of the Price to Sales Ratio and detailed its relevance as a tool for investment analysis in his influential book, Super Stocks, a Dow Jones best seller. Now a common tool in financial analysis, this technique is still used to help manage Small Cap portfolios for Fisher Investments Clients Fisher Investments’ innovations are backed by experience. Recently, the focus has been on the emerging field of behavioral finance and understanding not just the tools of finance, but also how investors use these tools.