Ken Heebner

Ken Heebner

Last Update: 05-15-2015

Number of Stocks: 67
Number of New Stocks: 33

Total Value: $3,656 Mil
Q/Q Turnover: 33%

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 (%)
20141.3913.69-12.3
201337.6132.395.2
201214.2316-1.8
3-Year Cumulative59.4 (16.8%/year)74.6 (20.4%/year)-15.2 (-3.6%/year)
2011-26.292.11-28.4
201016.9415.061.9
5-Year Cumulative37.4 (6.6%/year)105.1 (15.5%/year)-67.7 (-8.9%/year)
200910.4226.46-16.0
2008-48.18-37-11.2
200779.975.4974.5
200614.9215.79-0.9
200525.294.9120.4
10-Year Cumulative103.7 (7.4%/year)109.4 (7.7%/year)-5.7 (-0.3%/year)
200412.4110.881.5
200366.4628.6837.8
2002-17.79-22.14.3
200147.65-11.8959.5
200053.93-9.163.0
15-Year Cumulative612.1 (14%/year)86.4 (4.2%/year)525.7 (9.8%/year)
19998.4521.04-12.6
19983.5228.58-25.1

Top Ranked Articles

Ken Heebner and His Portfolio: Petroleo Brasileiro, Schlumberger, Freeport-McMoRan, Peabody Energy and CONSOL Energy Inc.
What can we learn from Ken Heebner, the Investment Guru of 2007? Over the past 10 years his fund has averaged more than 25% a year, while the S&P500 just delivered 4%. With this article we like to review Ken Heebner’s investment strategy and his latest investment trend. Read more...
Ken Heebner Buys Hess Corp., MEMC Electronic Materials Inc., Transocean Inc., Sells BHP Billiton Ltd., Toyota Motor Corp., Cisco Systems Inc.
Ken Heebner's CGM Focus Fund gained some 80% in 2007. He was named Invesetment Guru of Year 2007 by our readers. He looks for opportunities wherever he can find them and then pursues them aggressively, quickly diving in and out of stocks of all sorts. He sold short financial stocks due this year’s mortgage crisis, which helped him gain while others lost. This is his buys and sells during the fourth quarter. Read more...
Ken Heebner Buys Alcoa Inc., Southern Copper Corp., General Growth Properties Inc, Sells Apple Inc., Johnson & Johnson, Hess Corp.
Ken Heebner was voted as the Investment Guru of year 2007 by our users last year, his fund gained more than 80% while a lot of value investors were hurt by the credit crisis. Heebner tends to have higher turnovers. He likes South America now. These are his buys and sells during the first quarter of 2008. Read more...
Investment Guru of the Year 2007: Ken Heebner
We are very glad to announce that Ken Heebner has been named Investment Guru of the Year 2007 by GuruFocus readers. Read more...
10-Year Performance Review of Bruce Berkowitz, Ken Heebner and Bill Miller
Famous investors Bruce Berkowitz, Ken Heebner and Bill Miller have now each ascended to the top of the rankings at one point, and dropped to the bottom thereafter. According to Morningstar, their three funds are the poorest performers among large diversified U.S. mutual funds through June 9, down 11 to 12 percent, compared to the S&P 500 Index gain of 3.4 percent. Read more...
» More Ken Heebner Articles

Commentaries and Stories

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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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Analyzing Ken Heebner's New Buys
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 United Parcel Service (NYSE:UPS) by buying 150,000 shares of the company. The following chart shows his holding history in the company. More...

LONG, TRANSPORTATION, Ken Heebner


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Weekly CEO Buys Highlight: PHII, RHP, OPK, VNR, LUB
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Undervalued Stocks in Howard Marks' Portfolio
Howard Marks (Trades, Portfolio) is the chairman of Oaktree Capital Management LP. Since the formation of Oaktree in 1995, Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm. More...

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Ken Heebner's CGM Mutual Fund 2014 Annual Letter
CGM Mutual Fund increased 5.6% during the fourth quarter of 2014 compared to the Standard and Poor’s 500 Index which grew 4.9% and the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index which returned 1.9% over the same period. For the twelve months ended December 31, 2014, CGM Mutual Fund increased 5.3%, the S&P 500 Index returned 13.7% and the Bank of America Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index rose 6.4%. More...

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Weekly 3-Year Low Highlights: RDS.B, GSK, WPZ, CLR
According to GuruFocus list of 3-year lows; Royal Dutch Shell PLC, GlaxoSmithKline PLC, Williams Partners LP, and Continental Resources Inc have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Investor Returns (or Lessons from Elk in Rut) Ken Heebner - Investor Returns (or Lessons From Elk In Rut)
The recent departure of Bill Gross from PIMCO had us thinking about the strengths and weaknesses of a portfolio manager who takes highly publicized positions and is perceived as a thought leader. How do investors react to funds and managers who outperform the markets with bold and sweeping investment styles? The answer in general is quite badly. More...

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Investment Journal Review, 2014 Warren Buffett,Ken Heebner,Jim Simons - Investment Journal Review, 2014
At times in the past, I’ve discussed my thoughts on using an investment journal; I’m convinced that this is an indispensable tool. Why do I believe this? Simply put, I think it’s too damn easy to trick yourself otherwise. Keeping an investment journal keeps you honest: you can’t change your previous beliefs (or what you’re brain has now convinced you was your original thinking as you soak up new evidence / biases over time) when you periodically track your thoughts in a journal. More...

LONG BRK.B, MSFT, AND IBM


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Avago's CAGR Growth Makes Me Feel Bullish
In this article, let's take a look at Avago Technologies Ltd (NASDAQ:AVGO), a $26.07 billion market cap company, which focuses on designing and developing radio frequency devices for wireless communications applications. More...

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Alcoa Reported Significant EPS Improvement First Pacific Advisors,Ken Heebner - Alcoa Reported Significant EPS Improvement
Alcoa Inc. (NYSE:AA), a $19.24 billion market cap company, is one of the world's largest producers of aluminum. More...

Ken Heebner, Steven Romick, Paul Tudor Jones, Stanley Druckenmiller, Mario Gabelli, First Pacific Advisors, Aloca


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Alcoa's Growth Drivers Justified Almost Doubling in a Year
In this article, let's take a look at Alcoa Inc. (NYSE:AA), a $20 billion market cap, which is one of the world's largest producers of primary aluminum as well as one of the world's largest suppliers of alumina, an intermediate raw material used to make aluminum products for a variety of end markets. More...

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Ford Continues to be Attractive
In this article, let's take a look at Ford Motor Co. (NYSE:F), the second-largest U.S. producer of cars and trucks, which is immersed in a highly cyclical industry. Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. More...

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