"I am functioning in contrarian mode," says Ken Heebner, his portfolio positioned for a stronger...

|By:, SA News Editor

"I am functioning in contrarian mode," says Ken Heebner, his portfolio positioned for a stronger U.S. economy. The man who once walked between the raindrops has seen his CGM Focus Fund lose an average 6.3% over the past 5 years and trail 96% of its peers. Top holdings include C, DAL, WHR, and DHI.