Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Billionaire Ken Fisher’s Top SMid-Cap Stock Picks

Page 1 of 2

Founded in 1979, Ken Fisher’s Fisher Asset Management is an independent, privately-owned money management firm with tens of billions of dollars in assets under management (AUM). According to the latest reports the fund oversees some $54 billion in AUM, of which around $50 billion is allocated to the firm’s public equity holdings. According to the official website of the fund, Fisher’s clients include over 150 large institutions and over 27,000 high net worth individuals. It is interesting that Fisher has written the Forbes “Portfolio Strategy” column for 30 years, and has authored several New York Times bestsellers on finance and investing. We just cannot pass by such a bright mind in the investment space, and would like to offer you a closer look at the top smid-cap equity picks of the firm (companies with a market cap of between $5 billion and $10 billion), represented by Domino’s Pizza Inc (NYSE:DPZ), East West Bancorp Inc (NASDAQ:EWBC) and SVB Financial Group (NASDAQ:SIVB) and how they performed recently.


We pay attention to hedge funds’ moves because our research has shown that hedge funds are extremely talented at picking stocks on the long side of their portfolios. It is true that hedge fund investors have been underperforming the market in recent years. However, this was mainly because hedge funds’ short stock picks lost a ton of money during the bull market that started in March 2009. Hedge fund investors also paid an arm and a leg for the services that they received. We have been tracking the performance of hedge funds’ 15 most popular stock picks in real time since the end of August 2012. These stocks have returned 123.1% since then and outperformed the S&P 500 Index by around 66.7 percentage points (see the details here). That’s why we believe it is important to pay attention to hedge fund sentiment; we also don’t like paying huge fees.

Ken Fisher
Ken Fisher
Fisher Asset Management

First up is SVB Financial Group (NASDAQ:SIVB), in which Fisher Asset Management held 1.45 million shares worth some $209.47 million. During the second quarter of 2015 the stock has returned around 13.33%, lifting the total year-to-date gains to 28.58%. Still, analysts believe that there is 14.19% upside potential remaining from the $144.39 where the stock is traded today. Robert Pohly‘s Samlyn Capital owned around 523,500 shares of SVB Financial Group (NASDAQ:SIVB) worth $66.51 million after the first three months of the year.

Page 1 of 2

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!