Ken Heebner

Ken Heebner

Last Update: 02-10-2017

Number of Stocks: 56
Number of New Stocks: 21

Total Value: $2,254 Mil
Q/Q Turnover: 31%

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 (%)
20169.0311.96-2.9
2015-4.111.38-5.5
20141.3913.69-12.3
3-Year Cumulative6 (2%/year)29 (8.9%/year)-23 (-6.9%/year)
201337.6132.395.2
201214.2316-1.8
5-Year Cumulative66.6 (10.8%/year)98.2 (14.7%/year)-31.6 (-3.9%/year)
2011-26.292.11-28.4
201016.9415.061.9
200910.4226.46-16.0
2008-48.18-37-11.2
200779.975.4974.5
10-Year Cumulative47.9 (4%/year)95.7 (6.9%/year)-47.8 (-2.9%/year)
200614.9215.79-0.9
200525.294.9120.4
200412.4110.881.5
200366.4628.6837.8
2002-17.79-22.14.3
15-Year Cumulative227.6 (8.2%/year)164.2 (6.7%/year)63.4 (1.5%/year)
200147.65-11.8959.5
200053.93-9.163.0
19998.4521.04-12.6
19983.5228.58-25.1

Top Ranked Articles

Ken Heebner's CGM Funds Share New 4th Quarter Stock Positions All of Heebner's top picks have gained from their average price
Ken Heebner (Trades, Portfolio)’s high-turnover Capital Growth Management bought 21 new stocks in the fourth quarter, it reported this week. Read more...
Construction Materials Companies Top Heebner's 1st-Quarter Acquisitions List Guru invests in stakes in Vulcan and Martin Marietta
Of his 21 new buys in the first quarter, Ken Heebner (Trades, Portfolio)’s largest acquisitions were in construction materials companies. Read more...
Ken Heebner Buys Adobe Systems Guru invested in software company in the 3rd quarter
Guru Ken Heebner (Trades, Portfolio) is a value investor who follows the same basic principles as Warren Buffett (Trades, Portfolio). He invests in companies that he understands. During the third quarter, Heebner purchased 468,000 shares of Adobe Systems (NASDAQ:ADBE). Since the trade, Adobe Systems has gained an estimated 6%. Read more...
Ken Heebner Buys Stake in Dupont Fabros Technology Company is expanding with nearly 20 years of experience in a lucrative industry
Ken Heebner (Trades, Portfolio) purchased a 1,240,000-share stake in Dupont Fabros Technology Inc. (NYSE:DFT) in the first quarter. Read more...
Ken Heebner Purchases Stake in Tata Motors Company is 2nd largest bus manufacturer in world
During the second quarter, guru Ken Heebner (Trades, Portfolio) purchased 210,000 shares of Tata Motors (TTM), at an average price of $31.28 per share. Since Heebner purchased his stake in Tata Motors, the company has risen an estimated 24% in price. Read more...
» More Ken Heebner Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ken Heebner's CGM Funds Share New 4th Quarter Stock Positions All of Heebner's top picks have gained from their average price Ken Heebner - Ken Heebner's CGM Funds Share New 4th Quarter Stock Positions
Ken Heebner (Trades, Portfolio)’s high-turnover Capital Growth Management bought 21 new stocks in the fourth quarter, it reported this week. More...

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Some of the Best-Performing Stocks Stocks that beat the S&P 500 over the past 12 months Jim Simons,Ken Heebner,Paul Tudor Jones,David Einh - Some Of The Best-Performing Stocks
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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7 Stocks You Could Buy to Beat the Market Gurus bought these stocks in the 4th quarter Jim Simons,Ken Heebner,Ray Dalio,Dodge & Cox,Charl - 7 Stocks You Could Buy To Beat The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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7 Stocks Outperforming the Market Advanced Micro Devices tops the list Pioneer Investments,Ken Heebner - 7 Stocks Outperforming The Market
According to the GuruFocus All-in-One Guru Screener, the following are some of the stocks that outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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BHP Billiton, Vale SA, Rio Tinto Among the Best Buys for 2017 Defensive investors are currently attracted to iron ore producers Ken Heebner,Barrow, Hanley, Mewhinney & Strauss - BHP Billiton, Vale SA, Rio Tinto Among The Best Buys For 2017
Despite many analysts suggesting to invest in gold stocks, there are some investors who suggest staying out of the gold industry because they prefer to hold a defensive strategy, waiting for the cloud of uncertainty that prevails in the financial markets to dissipate before making their next investment decision. More...

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Ken Heebner Buys Adobe Systems Guru invested in software company in the 3rd quarter Ken Heebner - Ken Heebner Buys Adobe Systems
Guru Ken Heebner (Trades, Portfolio) is a value investor who follows the same basic principles as Warren Buffett (Trades, Portfolio). He invests in companies that he understands. During the third quarter, Heebner purchased 468,000 shares of Adobe Systems (NASDAQ:ADBE). Since the trade, Adobe Systems has gained an estimated 6%. More...

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Ken Heebner Cuts Lennar, Buys Western Digital, Micron An overview of the guru's largest trades in the 3rd quarter Ken Heebner,Barrow Hanley Mewhinney & Strauss,Thir - Ken Heebner Cuts Lennar, Buys Western Digital, Micron
Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money manager with more than $6 billion under management. During the third quarter the guru’s largest trades were as follows: More...

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7 Low P/E Stocks Gurus Are Buying Some of them are undervalued Ken Fisher,Ken Heebner,Diamond Hill Capital,Jim Si - 7 Low P/E Stocks Gurus Are Buying
Gurus are buying stocks that are trading with low price-earnings (P/E) ratios. Some are undervalued, according to the DCF calculator. More...

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Rating: 2.0/5 (1 vote)

Seven New Stocks in My Purloined Portfolio Stock ideas stolen from other money managers David Dreman,Ken Heebner - Seven New Stocks In My Purloined Portfolio
In the twilight of his career, Kemmons Wilson, the founder of Holiday Inn, ran a smaller chain called Wilson World. More...

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6 Bargain Stocks Trading Below the Peter Lynch Value Each has a wide margin of safety Ken Heebner,Ken Fisher,Ray Dalio,Scott Black,PRIME - 6 Bargain Stocks Trading Below The Peter Lynch Value
According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with wide margins of safety. More...

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Ken Heebner Buys NetEase Company has reported outstanding financial results over the past 10 years Ken Heebner - Ken Heebner Buys NetEase
Capital Growth Management’s founder, Ken Heebner (Trades, Portfolio) purchased a 225,000 share stake of NetEase (NTES) at an average price of $155.40 during the second quarter. Since the purchase, the company’s market value has skyrocketed gaining an estimated 51%. More...

BUY, HEEBNER, NETEASE, CHINA


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Rating: 5.0/5 (1 vote)

Ken Heebner's CGM Mutual Fund 2nd Quarter Report Review of economy and holdings Ken Heebner - Ken Heebner's CGM Mutual Fund 2nd Quarter Report
CGM Mutual Fund decreased -1.8% during the second quarter of 2016 compared to a return of 2.5% for the Standard and Poor’s 500 Index (S&P 500 Index) and 2.3% for the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Index. For the first six months of the year, CGM Mutual Fund returned -6.7%, the S&P 500 Index, 3.8% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index, 5.5%. More...

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Ken Heebner Purchases Stake in Tata Motors Company is 2nd largest bus manufacturer in world Ken Heebner - Ken Heebner Purchases Stake In Tata Motors
During the second quarter, guru Ken Heebner (Trades, Portfolio) purchased 210,000 shares of Tata Motors (TTM), at an average price of $31.28 per share. Since Heebner purchased his stake in Tata Motors, the company has risen an estimated 24% in price. More...

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Bargain Stocks With Growing Earnings DCF calculator identifies undervalued investment opportunities Columbia Wanger,Ken Heebner,Jim Simons,Pioneer Inv - Bargain Stocks With Growing Earnings
Companies with growing EPS are often good investments as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

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Ken Heebner Buys Stake in Dupont Fabros Technology Company is expanding with nearly 20 years of experience in a lucrative industry Ken Heebner - Ken Heebner Buys Stake In Dupont Fabros Technology
Ken Heebner (Trades, Portfolio) purchased a 1,240,000-share stake in Dupont Fabros Technology Inc. (NYSE:DFT) in the first quarter. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ken Heebner's CGM Mutual Fund Q1 Report Fund's largest holdings are home builders Ken Heebner - Ken Heebner's CGM Mutual Fund Q1 Report
CGM Mutual Fund returned -5.0% during the first quarter of 2016 compared to a return of 1.3% for the Standard and Poor’s 500 Index (S&P 500 Index) and 3.1% for the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index. More...

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Construction Materials Companies Top Heebner's 1st-Quarter Acquisitions List Guru invests in stakes in Vulcan and Martin Marietta Ken Heebner - Construction Materials Companies Top Heebner's 1st-Quarter Acquisitions List
Of his 21 new buys in the first quarter, Ken Heebner (Trades, Portfolio)’s largest acquisitions were in construction materials companies. More...

  • 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...

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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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