Philip Fisher Growth is a growth investing strategy inspired by the approach of legendary US investor Philip Fisher, who wrote Common Stocks and Uncommon Profits. The strategy is based on his 15 point checklist for finding growth stocks. It looks for a track record of strong sales growth, above average net margins and a low price-to-earnings growth rate over five years. Philip Fisher wrote: "If the right stocks are bought and held long enough they will always produce some profit. Usually they produce a handsome profit." His most famous investment was stock in Motorola, which he acquired in 1955 and held until his death, during which time the shares grew 20-fold. Philip Fisher's investment management firm is now headed by his son, the highly regarded value investor, Ken Fisher, whose stock picking strategy is also tracked by Stockopedia.
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Pioneer of growth investing. Author of 'Common Stocks and Uncommon Profits'
Common Stocks and Uncommon Profits and Other Writings
by Philip A. Fisher
Widely respected and admired, Philip Fisher is among the most influential investors of all time. His investment philosophies are not only studied and applied by financiers and investors, but are also regarded by many as gospel. This book also includes the perspectives of the author's son Ken Fisher. Note:Publishing date might be 1996 in few copies and those are same as 2003 edition
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| Returns |  |
 |
 |
 |
 |
 |
 |
FTSE 100 |
|---|---|---|---|---|---|---|---|---|
| 1 week | -0.1% | -1.5% | -0.2% | 3.3% | -0.6% | -0.2% | -0.7% | -0.2% |
| 1 month | 5.4% | -0.7% | 7.7% | 10.5% | 0.9% | 4.1% | -0.1% | 3.5% |
| 3 months | 10.7% | -3.2% | 4.9% | 6.9% | 4.3% | 2.7% | -2.8% | 0.5% |
| 6 months | 14.6% | 5.0% | 4.2% | 4.3% | 9.2% | 12.3% | 6.9% | 5.7% |
| 1 year | 24.9% | 6.4% | 11.8% | 24.6% | 16.9% | 20.4% | -1.2% | 7.1% |
| 2 years | 14.9% | 30.1% | 34.1% | - | - | - | - | 18.6% |
| Annualised | 7.7% | 9.3% | 10.3% | 71.8% | 26.7% | 23.7% | 19.8% | |
| Risks | ||||||||
| Max Drawdown | -30.7% | -18.8% | -40.2% | -19.1% | -13.9% | -13.2% | -11.7% | |
| Avg Holdings | 23.2 | 24.9 | 24.9 | 25 | 20 | 25 | 22.6 | |
| Diversification | Good | Good | Good | Good | Good | Good | Good | |
Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.
