Fisher Investments in the News
Fisher Investments 2008
Reuters - 18 August 2008
Fisher makes second acquisition, eyes more like it
"Between 2003 and 2007, Fisher’s assets have grown 286.5 percent and the firm now has operations in Canada, Great Britain and Germany."
Investment News - 18 August 2008
Fisher snaps up Lighthouse’s assets, Bruce Kelly
"Fisher Investments this morning said that it has acquired the assets of Lighthouse Capital Management of Houston, which manages about $500 million."
Forbes - 18 August 2008
Fisher Investments buys $460M is assets
"Lighthouse Capital clients' accounts will be assumed by Fisher Investments' private client group."
PR Newswire - 18 August 2008
Fisher Investments Acquires Lighthouse Capital Management.
Wall Street Journal - 15 August 2008
Fisher Investments Acquires Lighthouse Capital
Fisher Investments, an independent investment management company based in Woodside, Calif., acquired Houston's Lighthouse Capital Management.
Institutional Investor - 13 August 2008
2008 America’s Top 300 Money Managers
Fisher has cracked the top 100 and is ranked 97th for 2007.
The Financial Times - 24 July 2008
Ken Fisher: Economy is Doing Just Fine
“If history holds true this could be particularly important this year when so many are so afraid of US economic weakness and because of that have been shunning US stocks,” said
Ken Fisher, head of Fisher Wealth Management.
The Motley Fool - 23 July 2008
The Light at the End of the Tunnel, John Rosevear
“Legendary portfolio manager Ken Fisher has studied the historical patterns extensively, and his thoughts on the topic are well worth heeding.”
MoneyNews.com - 16 July 2008
Ken Fisher: Economy is Doing Just Fine
"Transports carry all the stuff. As long as that sector remains high, we're shipping lots of stuff and don't have a weak economy," said
Ken Fisher, head of Fisher Wealth Management.
Investment News - 14 July 2008
Ken Fisher, Charles Paikert
“In addition to being chief executive and chief investment officer of his Woodside, Calif.-based firm,
Mr. Fisher
is also a long-running columnist for Forbes magazine and a best-selling author, most recently of The Only Three Questions That Count: Investing by Knowing What Others Don't (John Wiley, 2007).”
The Oregonian - 6 July 2008
Northwest’s quality of life speaks to investment firm, Michelle Roberts
“I like a place that lets its people have freedom to determine their own lives,” said
Ken Fisher, head of Fisher Wealth Management.
Bloomberg TV - 25 June 2008
Ken Fisher on “Mapping the Markets: The Road Ahead”
“Commodity prices are not high yet, just higher than where they were—there is more bull market ahead,” said
Ken Fisher, head of Fisher Wealth Management.
CNBC - 24 June 2008
Ken Fisher video interview: More Upside for Commodities
"Commodity prices are not high yet, just higher than where they were," Ken Fisher, head of Fisher Wealth Management
Investors Chronicle - 17 June 2008
Ken Fisher: Feel it in your bones
You'd expect the son of one of the greatest investors of all time to have some interesting views on investment. But billionaire American investor
Ken Fisher, founder and chief executive officer of Fisher Investments,
doesn't like to make things complicated. Investing, he says is best if you "keep it simple".
Portland Business Journal - 13 June 2008
Fisher seeks to 'eliminate the competition'
"Our job is to eliminate the competition—we are working at that as hard as we can," said
Ken Fisher, head of Fisher Wealth Management.
CNBC - 12 June 2008
Don’t Run Scared—Buy Stocks Now
“The fact of the matter is we’ve had a correction. People are scared to death and that has impacted pricing,”
said Ken Fisher, head of Fisher Wealth Management.
CNBC - 12 June 2008
Let’s Party and Buy Stocks, Says Ken Fisher, Geoff Cutmore
Ken Fisher, head of Fisher Wealth Management,
says investors are dazzled by the combination of threatened higher interest rates and the headlines on the credit crunch when they should be focused on the "real" growth story, which remains positive.
Houston Chronicle - 6 June 2008
Oil run-up’s effects on stock market may be overstated, Eric Tyson
"We believe that many market participants overemphasize the degree to which higher oil prices will affect both consumer spending and the stock market,"
said Andrew Teufel, Director of Research at Fisher Investments.
Interactive Investor - 3 June 2008
Show the market who’s boss
So tantalisingly close! British, US, and world shares are nearly to that magical point this year...breakeven,
says Ken Fisher, head of Fisher Wealth Management.
Research Magazine - 1 June 2008
What Will World Markets Look Like? Ken Fisher
“In 2008, folks fussed that emerging markets were “decoupling” from developed ones. Nonsense. The world continues more correlated than people fathom and will get ever more so by 2038,”
said Ken Fisher, head of Fisher Wealth Management.
PR Web - 9 May 2008
Ken Fisher Named One of Most Influential Investment Advisors
"We continuously develop new technologies and consider innovative investment theories that allow us to offer our clients unparalleled expertise and access amid increasing demand for our services,”
said Ken Fisher, head of Fisher Wealth Management.
Interactive Investor - 7 May 2008
Calling the fake bear market
So be gloomy and glum. Tell me I’m an idiot – but 2008 is far from over. We've had way too much gloom and doom. Time for some optimism. And nothing's sweeter than being alone after a nicely positive year. Being right's way more fun than being popular,
says Ken Fisher, head of Fisher Wealth Management.
Investment Advisor - May 2008 Issue
Investment Advisor magazine ranks Ken Fisher among top 25 most influential people in investment advisory universe, The IA Staff
"One could argue that Ken Fisher [head of Fisher Wealth Management] deserves to be on the list for having grown the largest registered investment advisory firm in the universe, Fisher Investments..."
Forbes - 5 May 2008
Tale of Two Economies, Rich Karlgaard
"America is 25% of the global GDP and 40% of the global stock market capitalization, depending on how you measure. Any analysis of economics and stocks, therefore, must not begin with the US but with what is happening in the larger arenas—the global economy and markets", said Ken Fisher, head of Fisher Wealth Management.
Forbes - 27 April 2008
Five Stocks Up Ken Fisher’s Alley, John Reese
“Both Kenneth Fisher, head of Fisher Wealth Management. and James O'Shaughnessy—two of the Wall Street greats—believe that there is a better measure of a stock's value than its P/E: its price/sales ratio (PSR).”
The Motley Fool - 14 April 2008
Three Growth Stocks Ready to Launch, Nick Kapur
"The Motorola man I mentioned is the famous Philip Fisher (father of Ken Fisher, head of Fisher Wealth Management), and in 1958 he wrote Common Stocks and Uncommon Profits -- a timeless book for all investors."
Interactive Investor - 9 April 2008
The great credit grab of 2008
Sure, borrowing's tough for low-quality borrowers - individuals and companies. But instead of a credit crunch - this is a credit reallocation to better borrowers. Big, better-rated firms can borrow more than ever, which is great for shares of huge stocks,
says Ken Fisher, head of Fisher Wealth Management.
PRNewswire - 8 April 2008
Fisher Investments Offers New Workshops for Clients
These client educational seminars are conducted by senior Fisher Investments professionals and will be held in large cities throughout the country. Investment Education Workshops are offered exclusively to Fisher Investments clients, but are also open to their spouses, adult children or other family members interested in reviewing or learning more about essential financial concepts.
PR Newswire - 3 April 2008
Fisher Investments Continues Expansion with Opening of New Office in Washington State
Fisher Investments, a leading independent investment management company today officially announced the opening of a new office in Vancouver, Washington. The new location increases the firm's number of offices to three, joining operations in San Mateo, CA and company headquarters in Woodside, CA.
PR Newswire - 1 April 2008
Fisher Investments Announces MarketMinder.com
Fisher Investments today announced the official launch of MarketMinder, a website offering financial news aggregation, end-of-day market wrap-ups, commentary on market events, and ongoing education on global capital markets and economies.
Interactive Investor - 12 March 2008
Go large in the markets
Credit market woes! Volatile shares! Troubled Financials! Is it 1930 all over again - another Great Depression and a ferocious bear market? Far from it. Today's market does have a historic parallel, but not the one you think, says Ken Fisher, head of Fisher Wealth Management.
Forbes - 11 March 2008
Super Stocks For Ken Fisher Fans
My Fisher-inspired model is based on the strategy that Fisher laid out in Super Stocks, his 1984 bestseller that detailed the price-to-sales-ratio-focused investing approach that he pioneered.
Motley Fool - 6 March 2008
Timing Your Way to Retirement
Portfolio manager Ken Fisher, who famously called the top of the dot-com driven market in 2000 (and rotated his clients out of technology and Internet darlings like Cisco, Amazon.com, and Yahoo! and into more defensive portfolios), discussed some of his methods in his recent book The Only Three Questions That Count.
Investment Advisor - March 2008
One Down, How Many to Go?
Ken Fisher's the biggest RIA out there, but his firm just got a little bigger by acquiring a much smaller RIA. It's likely the first of many.
Reuters - 1 February 2008
Buy large caps as bull market persists: Fisher
World equities are still in a bull market and investors should buy stocks of large firms and in sectors sensitive to the economy, the head of California-based Fisher Investments said on Friday.
Reuters - 1 February 2008
Buy large caps as bull market persists: Fisher
"We are still in a bull market. We just have a correction within the bull market and this typically lasts a few months. There tend to be scary stories which a year later would look foolish," said Ken Fisher, head of Fisher Wealth Management.
PR Newswire - 23 January 2008
Fisher Investments Acquires EconoStrat Advisory Corp. Assets
Fisher Asset Management LLC, doing business as Fisher Investments, a leading independent investment management company, today announced the acquisition of substantially all assets from EconoStrat Advisory Corp. of Bloomfield Hills, MI., effective December 31, 2007.
Reuters - 23 January 2008
Fisher Investments Acquires EconoStrat Advisory Corp. Assets
Fisher Asset Management LLC, doing business as Fisher Investments, a leading independent investment management company, today announced the acquisition of substantially all assets from EconoStrat Advisory Corp. of Bloomfield Hills, MI., effective December 31, 2007.
Reuters - 22 January 2008
Fisher Investments buys firm, eyes more takeovers
Fisher Investments, the $45 billion boutique money management based in California, purchased its first U.S. investment management firm as part of a plan to grow assets to $100 billion, an executive said.
Hoovers
Fisher Investments - Woodside, CA, United States
Fisher Investments (FI) trolls the affluent streams of the world's wealthy, looking for clients ready to invest their many millions. Established in 1979, the private money management firm prides itself on providing personalized service for wealthy investors and institutions, including funds, foundations, and government entities.
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Fisher Investments - Find out how a money management advisor following the Ken Fisher approach can give you better performance and results while minimizing risk and mistakes.
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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.
Fisher Investments 2007
Interactive Investor - 19 December 2007
Read between the lines…
Is the tsunami of scary stories proof positive the time's ripe to abandon shares? Bah, humbug - exactly wrong! says Ken Fisher, head of Fisher Wealth Management.
Globes Online - 13 December 2007
Kenneth Fisher: What sales tell us that profits don't
The key to winning big on Wall Street is knowing something that other people don't, and when too many people became familiar with P/S investing, I needed to find other ways to exploit the market, said Ken Fisher, head of Fisher Wealth Management.
Forbes - 12 December 2007
Three Bulls Walk Into A Forbes Cruise
U.S. stocks are headed up ... non-U.S. stocks higher still—just the same as this year. The same market conditions and financial forces apply. Equity yields are 50% higher than 10-year Treasury-bond yields, which historically favor stocks. The yen carry trade (borrow at low rates to buy stock) still works. And there is no credit crunch for large companies, said Ken Fisher, head of Fisher Wealth Management.
PRNewswire - 12 December 2007
Fisher Investments Appoints New UK Managing Director, PRNewswire, 12/4/2007
"Miles' wealth of experience in the industry and track record of business success makes him the ideal person to drive the next phase of growth in our UK operations."
said Ken Fisher, head of Fisher Wealth Management.
PR Newswire - 4 December 2007
Fisher Investments Appoints New UK Managing Director
Fisher Investments announces the appointment of Miles Standish as the new Managing Director of Fisher Wealth Management, its wholly-owned UK subsidiary, with immediate effect.
Publishers Weekly - 28 November 2007
Wiley Announces New Investing Imprint
The first Fisher Investments Press title, 10 Roads to Wealth by Ken Fisher, is slated for publication fall 2008 and focuses on various methods of wealth accumulation, from old-fashioned saving to inheritance and business enterprise
BusinessWire - 27 November 2007
John Wiley and Sons, Inc. and Fisher Investments Announce the Creation of Fisher Investments Press
John Wiley & Sons, Inc., and Fisher Investments, today announced the launch of Fisher Investments Press.
InvestmentNews - 27 November 2007
Fisher Investments enters publishing biz,
John Wiley & Sons Inc. and Fisher Investments, of Woodside, Calif., will launch Fisher Investments Press, which will publish books written by investment experts at the money management firm.
Reuters - 27 November 2007
John Wiley and Sons, Inc. and Fisher Investments Announce the Creation of Fisher Investments Press
The new publishing imprint will draw on the expertise of Fisher Investments and best-selling author Ken Fisher to offer investing advice and education for a wide audience.
The FreeLibrary - 27 November 2007
John Wiley & Sons, Inc. and Fisher Investments Announce the Creation of Fisher Investments Press
"Our goal in partnering with Wiley to create Fisher Investments Press is to reach a wide and diverse investment audience. Wiley's broad and proven distribution networks, as well as our past positive experiences with the firm made the company an ideal partner for this initiative," said Ken Fisher.
BusinessWire (Press Release) - 27 November 2007
Press Release: John Wiley and Sons, Inc. and Fisher Investments Announce the Creation of Fisher Investments Press
Working together, we've developed an investment series that can offer insight to the full spectrum of investors, from novices to professionals, says Ken Fisher, head of Fisher Wealth Management.
Investment News - 27 November 2007
Fisher Investments enters publishing biz
John Wiley & Sons Inc., a Hoboken, N.J.-based publisher, and Fisher Investments, of Woodside, Calif., will launch Fisher Investments Press which will publish books written by investment experts at the money management firm, says Ken Fisher, head of Fisher Wealth Management.
John Wiley & Sons
John Wiley & Sons, Inc. and Fisher Investments Announce the Creation of Fisher Investments Press
"The money management expertise of Fisher Investments paired with Ken Fisher's track record in financial journalism makes for a powerful combination to launch a business imprint," said Joan O'Neil, Vice President and Executive Publisher.
PR Web (Press Release Newswire) - 16 November 2007
Record-setting capital gains taxes expected to hit mutual fund investors hard in 2007
Reducing taxes may be the strongest reason such investors have for making a separate account a part of their investing strategy for the new tax year writes Don Wilkinson, who's book Stop Wasting Your Wealth in Mutual Funds has been endorsed by Ken Fisher, head of Fisher Wealth Management.
The Economist - 15 November 2007
A Yen for Certainty
The correlation between the euro-yen exchange rate and the fortunes of the global stockmarkets has been almost perfect this year, says Ken Fisher, head of Fisher Wealth Management.
Financial Times - 12 November 2007
Insight: Forget the falling dollar but fear a rising Yen
Forget the falling dollar. What we should fear is a rising Yen, says Ken Fisher, head of Fisher Wealth Management.
Bloomberg - 01 October 2007
Wall Street Strategists Ratified as Dow Average Reaches Record
Ken Fisher, head of Fisher Wealth Management was among a small group of market strategists who predicted the US housing slump wouldn't slow shares rise.
Bloomberg - 01 October 2007
Emerging-Market Short Sales Rise, Entice DWS, Fisher
Ken Fisher, head of Fisher Wealth Management believes rising emerging market short sales will drive shares higher this year when bears capitulate.
TheStreet.com - 27 September 2007
Ken Fisher: Stay on Offense
In this video clip, Ken Fisher, head of Fisher Wealth Management says watch for a resurging M&A and buyback boom to keep pushing shares higher.
Clip Syndicate - 27 September 2007
Ken Fisher on Bloomberg TV
Ken Fisher, head of Fisher Wealth Management never believed there was a credit crunch and remains bullish for shares in 2007.
Interactive Investor - 26 September 2007
The Great Bull Market of 2008
Stymied American politicians helped British shares rise in 2007, and makes 2008 likely to be positive too, says Ken Fisher, head of Fisher Wealth Management.
Bloomberg - 17 September 2007
Consumer, Drug Shares Fail to Prove Cheap as Fed Ponders Rates
"When the goblins are all gone, we're going to have a strong market" says Ken Fisher, head of Fisher Wealth Management.
TCS Daily - 12 September 2007
Subprime Bust Is No Big Deal; Here's Why
Ken Fisher, head of Fisher Wealth management explains why subprime mortgages are an economic positive, and why concerns over a subprime meltdown impacting the broad marker are overblown.
The Financial Times - 10 September 2007
The Doomsters too Can Get it Wrong
"Dramatic market plunges played out in an avalanche of gruesome headlines are not what tend to happen when bear markets are about to start," so says Ken Fisher, head of Fisher Wealth management.
What Investment - 30 August 2007
More to Come
"The recent global stock market uncertainty is characteristic of a normal bull market correction rather than a greater market malaise, according to Ken Fisher, head of Fisher Wealth Management."
Interactive Investor - 29 August 2007
Prepare for an Awesome Autumn
Fisher Investments CEO Ken Fisher warns investors not to be fooled by a normal market correction into missing the fall rally.
The Guardian - 24 August 2007
How Much from Ben and When?
Fisher Investments CEO Ken Fisher continues to believe the current so-called credit crisis is mostly hype and won't harm equity markets this year.
Financial Times - 22 August 2007
History Teaches this Is Just a Bull Market Correction
Don't be fooled by media hype. Current market activity is very characteristic of a typical bull market correction and not the outset of a bear market, according to Fisher Investments CEO Ken Fisher.
The Street.com - 16 August 2007
Late Rally Falls Just Short
Fisher Investments CEO Ken Fisher views current market activity as characteristic of a typical bull market rally.
Scotland on Sunday - 5 August 2007
When It Comes to the Crunch, It's a Squeeze
Scotland on Sunday's Bill Jamieson discovers there's nothing to fret in current credit hysteria, thanks to research and commentary supplied by Fisher Investments CEO Ken Fisher.
Interactive Investor - 2 August 2007
Credit Scare is No Crunch
In his monthly Interactive Investor column, Fisher Investments CEO Ken Fisher details the signals of a true credit crunch, and why current credit fears are unfounded.
WinningInvesting.com - 26 July 2007
CXO Offers Useful Free Info
CXO's Guru Grades currently ranks Fisher Investments CEO Ken Fisher as the number one most accurate market forecaster based on his Forbes columns.
Financial Times - 17 July 2007
Be Bullish and Watch the Bears Impale Themselves
"The headlines, coupled to a lack of credit-spread widening, is just one of many reasons I remain very bullish for the remainder of 2007," says Fisher Investments CEO Ken Fisher in this Financial Times column.
AllBusiness - 17 July 2007
Fisher Investments Expands into Germany with Acquisition of Thomas Gruner Vermogensmanagement GmbH
Fisher Investments, a multi-product money management firm with over $42 billion assets under management, announced today that it has extended its reach into Europe through a fifty percent acquisition of Thomas Gruner Vermogensmanagement GmbH.
The Motley Fool - 16 July 2007
Summer Reading for Fools
Fisher Investments CEO Ken Fisher's latest book, New York Times best seller The Only Three Questions that Count, is recommended summer reading.
The Business - 11 July 2007
The Ebullient Equity Optimist with a Burning Passion for Financial Markets
In this interview with The Business, Fisher Investments CEO Ken Fisher discusses his bullish outlook for 2007 and his firm's success.
CNBC - 4 July 2007
What do hot markets and Paris Hilton have in common?
Apparently quite a lot according to U.S. based investment manager Ken Fisher. Fisher says the fact that the most newsworthy story for most newspapers and news TV stations is Paris Hilton's arrest should be reassuring to equity investors. If the media don't have any more pressing bad news stories then investors should take comfort.
Interactive Investor - 3 July 2007
Sell Journalists, Buy the Market
In his monthly Interactive Investor column, Fisher Investments CEO Ken Fisher explains gloomy journalists are a bullish sign for shares.
Forbes - 3 July 2007
Five Ken Fisher Firecracker Picks
In this excerpt from a roundtable discussion at the Forbes Investor Advisory Institute, Fisher Investments CEO Ken Fisher details some stocks that reflect his bullish outlook for 2007.
CNBC.com - 22 June 2007
Other Private Equity Firms Expected to Launch IPOs
Fisher Investments CEO Ken Fisher describes the fundamental drivers behind the private equity boom, and why it's likely to continue.
CNBC - 22 June 2007
Other Private Equity Firms Expected to Launch IPOs
Ken Fisher, CEO of Fisher Investments, told CNBC’s “Morning Call” that private equity is in the middle of “perfect storm” and there will be more IPOs like Blackstone Group in the future.
Interactive Investor - 5 June 2007
Victoria Beckham Buy Indicator
Fisher Investments CEO Ken Fisher discusses why an abundance of non-economic headlines, even when sensational or alarming, is bullish for shares.
Investment Advisor - 4 June 2007
What Does He Like?
Fisher Investments CEO Ken Fisher discusses how his unique business strategy has contributed to his firm's success.
Investment Advisor - 4 June 2007
Doing it Right
Fisher Investments CEO Ken Fisher describes his latest business ventures in this Investment Advisor article.
Worth - 1 June 2007
Are You Saved
"Americans are the world's biggest savers, and our negative personal saving rate proves it," so says Fisher Investments CEO Ken Fisher in this Worth magazine column.
Investment Advisor - June 2007
What Does He Like?
Ken Fisher has more than an intellectual curiosity about smaller advisory firms: He’s also interested in buying them, and says he is currently in discussions with a number of advisory firms, with AUM of $200 million to $500 million, “building the pipeline” this year on deals. So what are the kinds of firms he’s interested in?
Bloomberg - 29 May 2007
Short Sales Break Record on NYSE; Market Bulls Get More Bullish
Short sellers are betting against U.S. stocks like never before as the Standard & Poor's 500 Index approaches an all-time high. That's making some of the biggest bulls even more optimistic.
Fool - 8 May 2007
How to Beat the Index
Benchmarking -- comparing your portfolio's performance to that of an index -- is a common way to evaluate your stock-picking skills over time. After all, if you can get similar returns by just buying an index fund, why bother doing all the work of picking stocks?
Fisher Investments 2006
InvestmentNews - 6 November 2006
Fisher Investments eyes a centralized roll-up,
Kenneth L. Fisher built a huge advisory practice using junk mail, and now he wants to gobble up financial advisers nationally using another unique approach.
CXO Advisory - 7 April 2006
Ken Fisher on Market Analysis (From 4/7/06)
Guru Grades ranks a group of 29 stock market experts according to our assessments of the accuracy of their stock market forecasts. Since Ken Fisher, CEO of Fisher Investments, has been at or near the top of the list since inception, we asked him to encapsulate his thinking on anticipating financial markets
The content of these articles reflects the personal opinions and viewpoints of the authors,
who are not affiliated with either Fisher Investments or Ken Fisher. Fisher Investments is not
responsible for any errors or omissions contained in the articles, and does not necessarily
approve of or endorse the content of the articles or the opinions or viewpoints of the authors.
The articles should not be regarded as a description of the advisory services provided by Fisher
Investments or the performance returns of any Fisher Investments client. Fisher Investments
clients' accounts are managed using a variety of investment techniques and strategies not
necessarily discussed in the articles or any materials referenced in the articles.
Investments in securities involve the risk of loss, and past performance is no guarantee
of future results. The links to these articles are being provided as a convenience only.
Use of the articles is subject to the copyright and other restrictions imposed by the providers
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