Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 05-06-2015

Number of Stocks: 61
Number of New Stocks: 5

Total Value: $710 Mil
Q/Q Turnover: 15%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Arnold Van Den Berg' s Profile & Performance

Profile

Since founding Century Management in 1974, Arnie Van Den Berg has handily beaten all of the indices. Mr. Van Den Berg is a value investor, and considers himself a student of Benjamin Graham.

Web Page:http://www.centman.com/

Investing Philosophy

Arnie applies value investment strategies as his investment philosophy. His investment research seeks to determine the appraised value of a company, often referred to as intrinsic value. Investments are then made at a significant discount, normally 40% to 65% below the company's current intrinsic value. This is his margin of safety. Arnie usually holds 35-40 companies when fully invested, and invests primarily in U.S. headquartered companies.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of CM Value I Composite

YearReturn (%)S&P500 (%)Excess Gain (%)
2014-10.313.69-24.0
201318.1532.39-14.2
201216.24160.2
3-Year Cumulative23.2 (7.2%/year)74.6 (20.4%/year)-51.4 (-13.2%/year)
20110.122.11-2.0
201011.9115.06-3.2
5-Year Cumulative38 (6.7%/year)105.1 (15.5%/year)-67.1 (-8.8%/year)
200924.1726.46-2.3
2008-33.49-373.5
2007-5.415.49-10.9
200614.3115.79-1.5
200510.464.915.6
10-Year Cumulative36.1 (3.1%/year)109.4 (7.7%/year)-73.3 (-4.6%/year)
20049.0610.88-1.8
200325.2928.68-3.4
2002-0.43-22.121.7
200110-11.8921.9
200043.62-9.152.7
15-Year Cumulative192.6 (7.4%/year)86.4 (4.2%/year)106.2 (3.2%/year)
199932.1421.0411.1
19982.1728.58-26.4
199717.9733.36-15.4
199622.8622.96-0.1
199514.1637.58-23.4
20-Year Cumulative553.7 (9.8%/year)554.6 (9.8%/year)-0.9 (0%/year)
19942.821.321.5
199310.4810.080.4
19927.117.62-0.5
199113.9430.47-16.5
1990-9.17-3.1-6.1
25-Year Cumulative723.1 (8.8%/year)893.3 (9.6%/year)-170.2 (-0.8%/year)
198913.0631.69-18.6
198817.0616.610.4
19877.755.12.7
198628.6518.610.0
198523.5231.6-8.1
30-Year Cumulative1765.3 (10.2%/year)2402.2 (11.3%/year)-636.9 (-1.1%/year)
19846.66.10.5
198327.7122.45.3
198219.3321.4-2.1
198114.63-519.6
198024.1232.3-8.2
35-Year Cumulative4211.5 (11.4%/year)4858.2 (11.8%/year)-646.7 (-0.4%/year)
0000.0

Top Ranked Articles

GuruFocus Interview with Investor Arnold Van Den Berg
Arnold Van Den Berg is a value investor with 43 years of industry experience and founder of $2 billion firm Century Management. A short time ago, GuruFocus readers asked him their investing questions. His responses, in which he discusses MDC Holdings Inc. (MDC), Toll Brothers (TOL), Microsoft (MSFT), Dell (DELL), Cisco (CSCO), Applied Materials (AMAT), Walmart (WMT), Wells Fargo (WFC), are below: Read more...
CPI Corp: Buy at a 90% Discount from the Price Paid by Our Guru Arnold Van Den Berg
In the search for the highest dividend yield company with a significant drop in stock price, one penny stock appears first in the list. This company has paid a dividend continuously for more than 20 years, excluding two quarters in 2009, and from the end of 2009 it kept paying dividends at an increasing rate. The total dividend paid in 2011 was $1 per share, and now the share price is down to $1.8 per share, giving a dividend yield of nearly 56%. We can have a look at the price movement and the dividend payments in the Google stock price chart below. Read more...
Arnold van den Berg Review of Economy
The presentation took place on June 30, 2011, at the Houstonian Hotel in Houston, Texas. During this luncheon review, Arnold Van Den Berg, Century Management's founder and CEO, was the featured speaker. Read more...
Why Does Arnold Van Den Berg Love Automatic Data Processing (ADP) Why Does Arnold Van Den Berg Love Automatic Data Processing (ADP) -- Should You Buy ADP at $46?
Arnold Van Den Berg owns 768,519 shares of Automatic Data Processing (ADP). While the stock is only his 13th largest position – it’s one of the highest quality companies in his portfolio. That’s why Arnold Van Den Berg chose to write about ADP in his most recent letter to investors. Read more...
» More Arnold Van Den Berg Articles

To understand more about how Arnold Van Den Berg invest, please read GuruFocus Interview with Investor Arnold Van Den Berg.

Also please read:

"Take my word for it, these stocks are cheap. They have enormous growth potential, too." is an interview with Century Management, published in the August 30,2006 issue of Outstanding Investor Digest. This 26-page PDF was excerpted from the full 45-page feature. If you would like the complete article, contact our office.

"Well, so far, so good. During the past 31+ years, clients of Century Management have earned a compound return of 15.6% per year after all fees and expenses (before fees, they've earned 17.1%) versus 13.5% and 12.4% per year for the S&P 500 and the NASDAQ, respectively. By the way, those figures include clients' holdings in cash and bonds..."
read the article


"If past bubbles are any indication, this one's aftermath will be a doozy." was published in the April 30, 2004 issue of Outstanding Investor Digest. This 18-page PDF was excerpted from a talk given by Arnold Van Den Berg to Century Management clients in January of 2004.



"Since founding Century Management back in 1974, Arnie Van Den Berg has handily beaten all of the indices. Through March 31,2004, he's managed to earn returns of 17.6% per year before fees versus 13.9% and 12.8% per year for the S&P 500 and the NASDAQ respectively..."
read the article

 

"November, 2010 Value Investor Newsletter" (11/26/10)

"The scope of this publication is the greatest since our December, 2004 issue of the CM Value Investor..." (Please note that this is an 84 page document and a 2.5MB download. To simplify your navigation through the document, we have provided bookmarks for each subject heading. To access the bookmarks, click the small triangle on the left edge of the PDF's screen. That will open the bookmark panel.)
Read the article

"October, 2009 Value Investor Newsletter" (10/12/09)

"As we begin our fourth quarter, we would like to update you on our year-to-date results, as well as share with you some of our overall thoughts..."
Read the article

"July, 2009 Value Investor Newsletter" (7/25/09)

"The economic deterioration that took place at the end of 2008 through the first part of 2009 was both swift and severe..."
Read the article

"Is Inflation In Our Future?" (3/26/09)

"Many of our clients are concerned by the actions taken by the Federal Reserve and Congress. The debt incurred by vaious "bailout" plans and the expansion of the Federal Reserve balance sheet are the biggest of these concerns..."
Read the article

 

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Model Portfolio Review – May 19, 2015 Arnold Van Den Berg,Ken Fisher - Model Portfolio Review – May 19, 2015
In the past six years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, 31.8% in 2013, and 11.39% in 2014. The market performance looks good. Could investors make more money by investing in GuruFocus Model Portfolios? It is time to check the performances. The following are the details of the performances of the four value strategies: More...

Model portfolio


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Arnie Van Den Berg increases His Stake in Chicago Bridge and Iron
Since founding Century Management in 1974, Arnold Van Den Berg has handily beaten all of the indices. Mr. Van Den Berg is a value investor, and considers himself a student of Benjamin Graham. More...

LONG, INDUSTRIALS


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Van Den Berg Trades in Canadian Mining Stocks in First Quarter Arnold Van Den Berg, Jean Marie Eveillard - Van Den Berg Trades In Canadian Mining Stocks In First Quarter
Value investor Arnold Van Den Berg (Trades, Portfolio) founded Century Management in Austin, Texas, more than 40 years ago. Austin is a long way from the Canadian border, but that didn’t keep Van Den Berg from dealing in – mostly selling but, in one case, buying – shares in eight Canadian-based stocks in the first quarter. More...

NEW HOLDING, 1Q2015, CANADIAN STOCK


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Rating: 4.0/5 (1 vote)

Arnold Van Den Berg's Century Management Energy Industry Update
Over the past nine months, the decline in the price of oil, as well as the decline in the stock prices of many energy and energy-related service companies, has caused a great deal of uncertainty for investors. The big fear among many investors today is that the U.S. energy industry will experience a repeat of the 1986 oil crash, which lasted a decade in North America. We believe it is the fear of this “repeat” that has brought many energy company valuations down to levels we have not seen since that time. More...

  • Currently 4.33/5

Rating: 4.3/5 (3 votes)

Texas Investor Arnold Van Den Berg Purchases 5 Stocks in Q1 Arnold Van Den Berg - Texas Investor Arnold Van Den Berg Purchases 5 Stocks In Q1
Arnold Van Den Berg (Trades, Portfolio), the Austin-based founder of Century Management, invests in quality companies with growth prospects and strong reward-to-risk potential, among other characteristics in its analysis. More...

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5-year lows: Houston Wire & Cable Co, LMI Aerospace Inc, Olympic Steel Inc, and North European Oil Royalty Trust
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Houston Wire & Cable Co, LMI Aerospace Inc, Olympic Steel Inc, and North European Oil Royalty Trust More...

  • Currently 0.00/5

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5-year lows: PICO Holdings Inc, Black Box Corp, Vivus, and Electro Rent Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: PICO Holdings Inc, Black Box Corp, Vivus, and Electro Rent Corp. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Jean-Marie Eveillard and Arnold Van Den Berg Raise Stakes in Small-Cap Stocks
Jean-Marie Eveillard is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and former portfolio manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. The investor reported increasing his stake in DURECT Corporation (DRRX) on March 9, according to GuruFocus Real Time Picks. More...

Jean-Marie Eveillard, Arnold Van Den Berg, Small cap


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Model Portfolio Review – March 16, 2015 Arnold Van Den Berg,Ken Fisher - Model Portfolio Review – March 16, 2015
In the past six years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, 31.8% in 2013, and 11.39% in 2014. The market performance looks good. Could investors make more money by investing in GuruFocus Model Portfolios? It is time to check the performances. The following are the details of the performances of the four value strategies: More...

Portfolio, Buffett-Munger


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Rating: 5.0/5 (1 vote)

Arnold Van Den Berg Slashes Stake in Vishay Precision Group Arnold Van Den Berg - Arnold Van Den Berg Slashes Stake In Vishay Precision Group
Arnold Van Den Berg (Trades, Portfolio) of Austin’s Century Management generally seeks companies with good balance sheets trading at market discounts and holds for the long term, but he recently slashed his position in Vishay Precision Group (VPG). More...

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Rating: 0.0/5 (0 votes)

Model Portfolio Review – February 16, 2015 Arnold Van Den Berg,Ken Fisher - Model Portfolio Review – February 16, 2015
In recent six years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, 31.8% in 2013, and 11.39% in 2014. The market performance looks good. Could investors make more money by investing in GuruFocus Model Portfolios? It is time to check the performances. The following are the details of the performances of the four value strategies: More...

Screener, Model portfolio


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Era Group Has Limited Downside, But Big Upside Potential
Era Group (ERA), provider of helicopter transportation services primarily to oil and gas companies, suffered in 2014 as oil and gas prices slumped. From a high of $34.0 on December, 2013, the stock slumped to $20.8 by October 20, 2014. More...

LONG, OIL & GAS, SERVICES


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Texas Superinvestor Arnold Van Den Berg Adds One to Top Five Holdings of Q4 Arnold Van Den Berg - Texas Superinvestor Arnold Van Den Berg Adds One To Top Five Holdings Of Q4
Texas Superinvestor Arnold Van Den Berg (Trades, Portfolio) Adds One to Top Five Holdings of Q4 More...

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Arnold van den Berg's Rules on Success & Jacobs Engineering Stock Study
"Work your full time job and work at night..." More...

MARGIN OF SAFETY, GRAHAM, VALUE INVESTING, PRICE TO SALES


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The Gurus to Follow Based on Sector — Part 2 Arnold Van Den Berg,Joel Greenblatt - The Gurus To Follow Based On Sector — Part 2
Following the investing moves of our gurus can help you develop your own strategies. But with 147 portfolios to look at, how can you determine which gurus align with your personal philosophy? More...

HEALTHCARE, INDUSTRIAL, TECHNOLOGY


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Model Portfolio Review – December 4, 2014
In recent five years, the S&P 500 gained 24.71% in 2009, 11.65% in 2010, 0% in 2011, 12.1% in 2012, and 31.8% in 2013. The market performance looks good. Could investors make more money by investing in GuruFocus Model Portfolios? It is time to check the performances. The following are the details of the performances of the four value strategies: More...

historical low p/s ratio, historical low p/b ratio, top 25 historical low p/s ratio companies, ken fisher, arnold van den berg, top 25 undervalued predictable companies


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Weekly 3-Year Low Highlights: RYN, ATW, PGH, AIXG
According to GuruFocus list of 3-year lows, Rayonier Inc, Atwood Oceanics Inc, Pengrowth Energy Corp, and Aixtron SE have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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5-year lows: Hecla Mining Co, Comstock Resources Inc, Permian Basin Royalty Trust, and Volcano Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Hecla Mining Co, Comstock Resources Inc, Permian Basin Royalty Trust, and Volcano Corp. More...

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5-year lows: Alliance One International Inc, BPZ Resources Inc, MCG Capital Corporation, and Layne Christensen Co.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Alliance One International Inc, BPZ Resources Inc, MCG Capital Corporation, and Layne Christensen Co. More...

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Ensco Is a Top Company for Dividend Investors and Others, Too
In this article let's take a look at Ensco PLC (ESV), the international offshore oil and gas contract drilling company that is the world's second-largest offshore drilling rig fleet among competitive rigs with an ultra-deepwater fleet, the newest in the industry. More...

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