Ken Heebner

Ken Heebner

Last Update: 02-12-2016

Number of Stocks: 55
Number of New Stocks: 25

Total Value: $2,982 Mil
Q/Q Turnover: 29%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ken Heebner' s Profile & Performance

Profile

Ken Heebner is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management.

Web Page:http://www.cgmfunds.com/

Investing Philosophy

Heebner is a growth oriented investor. He has a history of making bold and swift sector calls. Mr. Heebner is fiercely independent, and is not afraid to make large bets based on his convictions.

Total Holding History

Performance of CGM Focus Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
2015-4.111.19-5.3
20141.3913.69-12.3
201337.6132.395.2
3-Year Cumulative33.8 (10.2%/year)52.3 (15.1%/year)-18.5 (-4.9%/year)
201214.2316-1.8
2011-26.292.11-28.4
5-Year Cumulative12.6 (2.4%/year)80.4 (12.5%/year)-67.8 (-10.1%/year)
201016.9415.061.9
200910.4226.46-16.0
2008-48.18-37-11.2
200779.975.4974.5
200614.9215.79-0.9
10-Year Cumulative55.9 (4.5%/year)102 (7.3%/year)-46.1 (-2.8%/year)
200525.294.9120.4
200412.4110.881.5
200366.4628.6837.8
2002-17.79-22.14.3
200147.65-11.8959.5
15-Year Cumulative343.6 (10.4%/year)107.5 (5%/year)236.1 (5.4%/year)
200053.93-9.163.0
19998.4521.04-12.6
19983.5228.58-25.1

Top Ranked Articles

Gilead, Expedia Are Greatly Undervalued The companies are also trading below the Peter Lynch earnings line
The following are some of the stocks that are trading below the Peter Lynch earnings line, according to GuruFocus' All-In-One Screener. Read more...
Ken Heebner Buys More Than 2 Dozen New Stocks Guru acquires stakes in Signet Jewelers, Dollar Tree Stores
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, traded in 76 companies in the fourth quarter with roughly two dozen of those deals involving new buys. Read more...
Ken Heebner Sells Stake in Polaris Industries Guru invests in La Quinta Holdings, Whirlpool, Nike
Ken Heebner (Trades, Portfolio)’s fondness for financial services stocks was clear to see in his second-quarter transactions. He made transactions in that sector in the third quarter as well, but they weren’t as prominent. In the third quarter, his trades were more diverse. Read more...
The Sustainable Active Investing Framework: Simple, But Not Easy We’ve used value investing as a laboratory to highlight how the sustainable active investing framework can identify long-term winning strategies
The debate over passive versus active investing is akin to Eagles vs. Cowboys or Coke vs. Pepsi. In short, once our preference for one style over the other is established, it becomes a proven fact or incontrovertible reality in our minds. Read more...
Ken Heebner Invests in Financial Services Stocks in Second Quarter
Financial Services are the second-most heavily weighted stocks in Ken Heebner (Trades, Portfolio)’s portfolio, so it wasn’t surprising that his largest new buys in the second quarter were in that category. In 1990, Heebner co-founded Capital Growth Management, where his growth-oriented approach produced returns of 1.39%, 37.61% and 14.23% in 2014, 2013 and 2012, respectively. Read more...
» More Ken Heebner Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Undervalued Stocks With Wide Margin of Safety D.R. Horton and Citigroup are inexpensive investment opportunities Ken Heebner, Joel Greenblatt, Ray Dalio - Undervalued Stocks With Wide Margin Of Safety
The following stocks are trading with a wide margin of safety according to the DCF calculator, and some of them have a very low P/E ratio. GuruFocus' All-in-One Screener can be used to find similar stocks.  More...

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Gilead, Expedia Are Greatly Undervalued The companies are also trading below the Peter Lynch earnings line Ken Heebner, Ray Dalio - Gilead, Expedia Are Greatly Undervalued
The following are some of the stocks that are trading below the Peter Lynch earnings line, according to GuruFocus' All-In-One Screener. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ken Heebner's CGM Mutual Fund Q4 Commentary View on economy and investment strategy Ken Heebner - Ken Heebner's CGM Mutual Fund Q4 Commentary
CGM Mutual Fund increased 1.1% during the fourth quarter of 2015, compared to the Standard and Poor’s 500 Index (S&P 500 Index) which increased 7.0% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index which returned -0.6% over the same period. For the twelve months ended December 31, 2015, CGM Mutual Fund decreased -3.1%, the S&P 500 Index increased 1.4% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index returned 0.6%. More...

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Ken Heebner Buys More Than 2 Dozen New Stocks Guru acquires stakes in Signet Jewelers, Dollar Tree Stores Ken Heebner - Ken Heebner Buys More Than 2 Dozen New Stocks
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, traded in 76 companies in the fourth quarter with roughly two dozen of those deals involving new buys. More...

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Marriott and Starwood to Create the World's Largest Hotel Chain The agreement could involve 5,500 hotels and 1.1 million rooms Ken Heebner,Tom Gayner,Arnold Schneider,John Pauls - Marriott And Starwood To Create The World's Largest Hotel Chain
Marriott International Inc. (MAR) is going to buy Starwood Hotels & Resorts Worldwide Inc. (HOT) in a deal that will create the world's largest hotel chain. The merger should offer a wider choice of brands to consumers, improve economics for owners and franchisees and increase unit growth. More...

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Ken Heebner Sells Stake in Polaris Industries Guru invests in La Quinta Holdings, Whirlpool, Nike Ken Heebner - Ken Heebner Sells Stake In Polaris Industries
Ken Heebner (Trades, Portfolio)’s fondness for financial services stocks was clear to see in his second-quarter transactions. He made transactions in that sector in the third quarter as well, but they weren’t as prominent. In the third quarter, his trades were more diverse. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ken Heebner's CGM Mutual Fund 3rd Quarter Commentary Economic and portfolio commentary Ken Heebner - Ken Heebner's CGM Mutual Fund 3rd Quarter Commentary
CGM Mutual Fund decreased -7.1% during the third quarter of 2015 compared to a return of -6.4% for the Standard and Poor’s 500 Index (S&P 500 Index) and 1.2% for the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Index. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

The Sustainable Active Investing Framework: Simple, But Not Easy We’ve used value investing as a laboratory to highlight how the sustainable active investing framework can identify long-term winning strategies Ken Heebner,Warren Buffett - The Sustainable Active Investing Framework: Simple, But Not Easy
The debate over passive versus active investing is akin to Eagles vs. Cowboys or Coke vs. Pepsi. In short, once our preference for one style over the other is established, it becomes a proven fact or incontrovertible reality in our minds. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

JPMorgan Chase Is Still Undervalued Bank has history of turning profits when competitors were losing money Arnold Schneider,Ken Heebner - JPMorgan Chase Is Still Undervalued
JPMorgan Chase & Co. – Still undervalued More...

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Why Ken Fisher Is Buying Black Rock Inc. A strong growth rate and solid fundamentals make company attractive Ken Fisher,Ken Heebner,Ruane Cunniff,Louis Moore B - Why Ken Fisher Is Buying Black Rock Inc.
During the last quarter, investor Ken Fisher (Trades, Portfolio) with his Fisher Asset Management’s fund, increased by 147.95% his stake in Black Rock Inc. (BLK), and now he holds 87,758 shares and is the third main holder of the company. More...

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Ken Heebner Invests in Financial Services Stocks in Second Quarter Ken Heebner - Ken Heebner Invests In Financial Services Stocks In Second Quarter
Financial Services are the second-most heavily weighted stocks in Ken Heebner (Trades, Portfolio)’s portfolio, so it wasn’t surprising that his largest new buys in the second quarter were in that category. In 1990, Heebner co-founded Capital Growth Management, where his growth-oriented approach produced returns of 1.39%, 37.61% and 14.23% in 2014, 2013 and 2012, respectively. More...

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Powered by Strong Earnings, Marriott Is a Compelling Investment Joel Greenblatt,Ken Heebner - Powered By Strong Earnings, Marriott Is A Compelling Investment
In this article, let's take a look at Marriott International, Inc. (NASDAQ:MAR), a $21.15 billion market cap company, which operates more than 3,500 hotels and 600,000 rooms in more than 50 countries. More...

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Is Standard Pacific Corp still a good buy ? Steven Cohen, Ken Heebner, Paul Tudor Jones, - Is Standard Pacific Corp Still A Good Buy ?
The company: More...

STOCKS, PACIFIC CORP


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Ken Heebner's stocks trading with low P/E
Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, which is a privately owned investment manager. It was founded in 1990 and is based in Boston and the firm invests in the public equity markets of the United States. The firm provides its services to charitable organizations, pension and profit sharing plans, investment companies, and high net worth individuals. More...

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Ken Heebner Makes 33 New Buys in First Quarter Ken Heebner - Ken Heebner Makes 33 New Buys In First Quarter
Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money management firm that almost routinely produces positive returns, even in challenging investing environments. CGM’s return of 1.39% last year was dwarfed by the 37.61% return it had in 2013. More...

Ken Heebner


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Ken Heebner's Most Heavily Weighted Trades In Q1 2015
Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management. More...

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Ken Heebner's CGM Focus Fund Q1 2015 Letter
To Our Shareholders: More...

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Ken Heebner's CGM Mutual Fund First Quarter 2015 Letter
CGM Mutual Fund increased 3.6% during the first quarter of 2015 compared to a return of 1.0% for the Standard and Poor’s 500 Index (S&P 500 Index) and 1.7% for the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index. More...

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Ken Heebner increases stake in Whirlpool
Ken Heebner (Trades, Portfolio) is a growth oriented investor who co-founded Capital Growth Management, a money management firm with more than $6 billion under management. Last quarter, he increased his position in Whirlpool Corporation (NYSE:WHR) by buying 597,000 shares. As of March 31, 2015, he was holding 742,000 shares of the company.The following chart shows his holding history in the company. More...

LONG


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Ken Heebner Initiates Position in CarMax
Ken Heebner (Trades, Portfolio) is a growth oriented investor who co-founded Capital Growth Management, a money management firm with more than $6 billion under management. Recently, he initiated a long position in CarMax (NYSE:KMX) by buying 105,000 shares of the company. Last month, Carmax reported strong Q4 results with its EPS of $0.67 coming well ahead of consensus estimates. The company's fundamentals look encouraging. Here's an analysis of the company in detail. More...

LONG, CONSUMERS, Carmax


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