Ken Heebner's CGM Mutual Fund

Ken Heebner Mis-fires, Now Has Huge UST Long Position

Ken Heebner did well but seems to have bad timing on his USTs- he seems to have built a big long stake right before yields surge (which has returns in Q2 and not reflected in Q1 returns here) after getting killed on the UST short. Below is his Q1 letter to investors.

Ken Heebner's CGM Mutual Fund letter to shareholders for the first quarter ended March 31 . . .

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