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Holly LaFon
Holly LaFon
Articles (4651) 

Arnold Van Den Berg Interview with The Wall Street Transcript

December 05, 2013 | About:

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.

Rating: 3.7/5 (3 votes)


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