Ken Heebner

Ken Heebner

Capital Growth Management LP
Last update 2020-02-13 48 Stocks (28 new)
Value $1.24 Bil Turnover 57 %
Guru Portfolio Report Download

Ken Heebner Profile

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

Ken Heebner 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.
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Performance of CGM Focus Fund

Year Return % S&P500 % Excess Gain %
2019 -13.07 30.58 -43.6
2018 -24.73 -4.57 -20.2
2017 24.82 21.7 3.1
3-Year Cumulative (2017-2019) -18.31 (-6.51/Year) 51.65 (14.89/Year) -69.96 (-21.40/Year)
2016 9.03 12 -3
2015 -4.11 1.24 -5.4
5-Year Cumulative (2015-2019) -14.61 (-3.09/Year) 71.96 (11.45/Year) -86.57 (-14.54/Year)
2014 1.39 13.46 -12.1
2013 37.61 32.31 5.3
2012 14.23 15.99 -1.8
2011 -26.29 1.9 -28.2
2010 16.94 15.05 1.9
10-Year Cumulative (2010-2019) 17.30 (1.61/Year) 251.03 (13.38/Year) -233.73 (-11.77/Year)
2009 10.42 26.35 -15.9
2008 -48.18 -36.79 -11.4
2007 79.97 5.15 74.8
2006 14.92 15.84 -0.9
2005 25.29 4.83 20.5
15-Year Cumulative (2005-2019) 73.93 (3.76/Year) 257.98 (8.87/Year) -184.05 (-5.09/Year)
2004 12.41 10.7 1.7
2003 66.46 28.18 38.3
2002 -17.79 -21.58 3.8
2001 47.65 -11.76 59.4
2000 53.93 -9.75 63.7
20-Year Cumulative (2000-2019) 508.08 (9.45/Year) 217.22 (5.94/Year) 290.86 (3.51/Year)
1999 8.45 20.38 -11.9
1998 3.52 28.69 -25.2

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