Fisher History
What year was PCG created?
1995
What University did KF graduate from?
Humboldt
What year did we go defensive?
2001
What is question one?
What do you believe that's actually false?
How many TLs started before COVID?
Skye, Kennadie, Alex, Jordan, Monte
What year did we reach 100b in AUM?
2018
What was KFs degree in?
Forestry
34% (MSCI world 30%)
What is question two?
What can you fathom that others find unfathomable?
Who has been an ICTL the longest?
Alex
What year did DO become CEO?
2016
Our Woodside office in San Mateo was originally a farm to what kind of animal?
Chinchilla
This was a year that we conducted a major strategy shift in our managed accounts, twice. It did not work out in our favor and led to the worst relative performance year since 1995. What year was this?
2012
What's your brain doing to blindside you now?
Which TL & VPs travel for client programs?
Skye, Amy and Emily
What is Ken Fisher's father's name?
Phillip Fisher
How many offices do we have that service PCG? (OSP offices don't count)
6
A year for the record books! Which year saw the fastest bear market and recovery in all of history?
2020
To beat the market, you must know this:
What others don't.
Which TL briefly helped mentor in Costa Rica?
Kennadie
What financial tool did KF create?
Price to Sales Ratio
What was the first book that KF ever published?
Super Stocks in 1984
In 2022 we had a bear market. What was the cause of this?
Sentiment surrounding Russia/Ukraine War, energy spikes, China's COVID lockdowns, elevated inflation and central bank rate hikes.
KF considers himself to be a what? (investment personality characteristic)
Contrarian
Name the starting month of at least 3 TLs.
Alex: March
Jordan: June
Quinn: July
Monte: August
Kennadie & Skye: October