Arnold Van Den Berg Interview with The Wall Street Transcript
Arnold Van Den Berg, Chairman and Co-Chief Investment Officer, is featured in the December 2013 issue of The Wall Street Transcript.
In this issue's guest interview, Arnold discusses Century Management's bottom-up, value-based investment approach, which focuses on absolute value in order to provide clients with consistent investment results.
Arnold also discusses several current investment themes and holdings which include:
• Benefits of low cost energy for chemical and engineering firms (JEC, CDI)
• Manufacturing renaissance taking place due to new technology (GLW, INTC, IBM)
• Opportunities for builders due to the continued housing recovery (MDC, TOL)
• Opportunities for various commodities and materials companies (LAYN, AA, LODE)
Read the interview here.