Masters In Business: The Return Of Ken Fisher

Masters In Business: The Return Of Ken Fisher
artbaggage / Pixabay

This week on our Masters in Business radio podcast, we sit down for the second time with Ken Fisher of Fisher Investments, which manages about $80 billion in client assets.

Play Quizzes 4

The last time we had Fisher on as a guest, as I was walking him to his next appointment, he started discussing how he built his business. Despite having just had a 90 minute conversation, we continued speaking for another 45 minutes. As I listened to him describe how he built his firm, it was apparent to me I missed a giant swath of conversation that listeners would like to hear. This podcast makes up for that prior fail on my part.

Fisher explains why customer service is an overlooked aspect of asset management, and tells us what his firm does that is unique. He also describes the stock market as in its “usual unique” position.

This Too Value Fund Explains Why Turkey Is Ripe For Investment Right Now

TurkeyThe Talas Turkey Value Fund returned 9.5% net for the first quarter on a concentrated portfolio in which 93% of its capital is invested in 14 holdings. The MSCI Turkey Index returned 13.1% for the first quarter, while the MSCI All-Country ex-USA was down 5.4%. Background of the Talas Turkey Value Fund Since its inception Read More

He discusses how stock picking has always been challenging, but the analytics to prove by how much simply did not exist. He references Jack Bogle’s 1961 paper — it explained why the cost structure of active management was destined to lose against a low cost index. It took decades before that reality became both understood and well known.

Fisher, a top down student of the market, tells us that P/E has never been predictive, and that stocks are less expensive that people believe. He believes behavioral issues are much more important than valuations.

All of the many books Fisher discusses can be found here.

Masters In Business: The Return Of Ken Fisher

Article by Barry Ritholtz

Updated on

Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)
Previous article Bixby Disappoints Galaxy S8 Buyers Ahead Of April 21 Launch
Next article Global Central Banks = Reckless & Unchecked

No posts to display


  1. Have you in any case generated a ton of cash without trying to sell anything or without executing any sort of mlm marketing type of work without the need to make an investment anything at all. I wish to discuss a venture wherein all of techniques will be handovered to you moreover it really is a very simple or even simple venture. Without having to start your personal website domains etc., all is certainly provided to you without spending a dime. Individuals are likely to browse a website therefore you will get compensated for that. Its as easy as that. Now I am earning large sums of money in a home office from this job like $20000 month to month or maybe more and if also you prefer to take home money like this then follow these easy information by exploring this internet site >>>>> DOSHORT.COM/58s3

Comments are closed.