Those believing in strong economic recovery may have interest in Ken Heebner's CGM Focus Fund....

|By:, SA News Editor

Those believing in strong economic recovery may have interest in Ken Heebner's CGM Focus Fund. Heebner was short $300M in Treasurys (21% of fund) at year's end, up from $190M at the end of Q3, and $80M at the end of June. Most of the rest of the fund is divided between the banks and homebuilders. TLT -2.1%, XLF +5.9%, XHB +4.4%, S&P 500 +5.3% YTD.