Ken Heebner

Ken Heebner

Last Update: 11-10-2016

Number of Stocks: 61
Number of New Stocks: 29

Total Value: $2,120 Mil
Q/Q Turnover: 40%

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

Ken Heebner Cuts Lennar, Buys Western Digital, Micron An overview of the guru's largest trades in the 3rd quarter
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: 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 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...
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...
» More Ken Heebner Articles

Commentaries and Stories

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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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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...

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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...

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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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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...

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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...

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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...

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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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