Ken Heebner

Ken Heebner

Last Update: 08-11-2017

Number of Stocks: 59
Number of New Stocks: 27

Total Value: $2,186 Mil
Q/Q Turnover: 36%

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

What a Difference a Decade Makes Ken Heebner wowed the crowds with his extreme capital gains in the years leading up to the financial crisis. Since then, it’s been a struggle to impress anyone
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...
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...
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...
7 Stocks You Could Buy to Beat the Market Gurus bought these stocks in the 4th quarter
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. Read more...
» More Ken Heebner Articles

Commentaries and Stories

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6 Stocks Trading Below Peter Lynch Value Applied Materials, Morgan Stanley among companies with wide margins of safety and strong performances Andreas Halvorsen, Ken Heebner, Ken Fisher, Ruane  - 6 Stocks Trading Below Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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6 Undervalued Stocks Based on the Peter Lynch Value Companies have wide margins of safety and strong performances Andreas Halvorsen, Ken Heebner, Ken Fisher, Ruane  - 6 Undervalued Stocks Based On The Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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What a Difference a Decade Makes Ken Heebner wowed the crowds with his extreme capital gains in the years leading up to the financial crisis. Since then, it’s been a struggle to impress anyone Ken Heebner - What A Difference A Decade Makes
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GURUS, KEN HEEBNER, CAPITAL GROWTH MANAGEMENT, TECH STOCKS, INTERNET STOCKS, TECH BUBBLE, HOMEBUILDING BUBBLE, CGM FOCUS FUND, LONG-TERM, CAPITAL APPRECIATION, MANAGEMENT STYLE, CONTRARIAN, MACRO ANA


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Ken Heebner Goes 3-for-3 in 2nd Quarter Guru reports quarterly portfolio Ken Heebner,Daniel Loeb,Ken Fisher,Matthews China  - Ken Heebner Goes 3-for-3 In 2nd Quarter
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, invested in three companies during the second quarter: Copa Holdings SA (NYSE:CPA), Royal Caribbean Cruises Ltd. (NYSE:RCL) and Alibaba Group Holding Ltd. (NYSE:BABA). The guru also axed his positions in Goldman Sachs Group Inc. (NYSE:GS), NVIDIA Corp. (NASDAQ:NVDA) and Teradyne Inc. (NYSE:TER). More...

KEN HEEBNER, DANIEL LOEB, KEN FISHER, MATTHEWS CHINA FUND


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Peter Lynch Value to Find Undervalued Stocks Companies have wide margins of safety and strong performances Ken Heebner,Donald Smith,Ron Baron,Ruane Cunniff,D - Peter Lynch Value To Find Undervalued Stocks
According to the GuruFocus All-In-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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Growing EPS for Synnex, Gentex, Axis Capital DCF gives a wide margin of safety Jim Simons,Ken Heebner,Jeremy Grantham,Paul Tudor  - Growing EPS For Synnex, Gentex, Axis Capital
Companies with growing earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following are undervalued companies that have grown EPS over a five-year period. More...

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Toll Brothers Boosts Contract Revenue in Fiscal 2nd Quarter Homebuilder reports 11th consecutive quarter of year-over-year growth in contract dollars and units Ken Heebner,Paul Tudor Jones - Toll Brothers Boosts Contract Revenue In Fiscal 2nd Quarter
Toll Brothers Inc. (NYSE:TOL), one of the largest luxury homebuilders in the U.S., said second-quarter contract revenues increased year over year for the 11th consecutive quarter on the continued strength of the company brand and home-customization program. More...

KEN HEEBNER, PAUL TUDOR JONES


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Ken Heebner's CGM Mutual Fund 4th Quarter Commentary Discussion of quarter and holdings Ken Heebner - Ken Heebner's CGM Mutual Fund 4th Quarter Commentary
To Our Shareholders: More...

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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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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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