CGM Focus Fund (1998 - 2012) Cumulative Return vs. S&P 500 CGM Focus Fund is the classic short-term RTM fund...Sole portfolio manager, Ken Heebner...Assets grew from $100 million at start to $6 billion in 2007, only to tumble to $1.7 billion by 2012...Fund return in 1998 - 2007, +917 percent; S&P 500 return,+ 78 percent; Great!...Then ...

Lucas Investment is an innovative startup dedicated to making investing accessible and personalized. Our mission is to empower individual investors with the tools, insights, and strategies they need to achieve their financial goals.Our VisionWe aim to demystify investing and create a community of informed, confident investors.What We Offer- Personalized Strategies: Tailored investment plans using advanced ...