Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 04-18-2016

Number of Stocks: 77
Number of New Stocks: 9

Total Value: $583 Mil
Q/Q Turnover: 13%

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

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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..."
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"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.)
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"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..."
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"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

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Stocks Richard Pzena Has Bought for 2 Quarters The guru increased his stakes in these stocks Richard Pzena,Arnold Van Den Berg,Jim Simons,Chuck - Stocks Richard Pzena Has Bought For 2 Quarters
Richard Pzena (Trades, Portfolio) is founder and co-chief investment officer of Pzena Investment Management LLC, with more than $24 billion under management. In both fourth quarter 2015 and first quarter 2016 the guru bought shares in the following stocks: More...

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Kohl’s Makes Historical Low P/S and Historical Low P/B Lists Kohl’s has stable financials, but Bed Bath & Beyond might be the better company to invest in Arnold Van Den Berg - Kohl’s Makes Historical Low P/S And Historical Low P/B Lists
The two “Historical Low” screeners, Historical Low P/S and Historical Low P/B, picked Kohl’s Corp. (NYSE:KSS) as one of the most undervalued stocks in the retail industry. More...

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IBM Has More Than Doubled Dividend in 6 Years Company raises dividend to $1.40 per share Arnold Van Den Berg, Kahn Brothers, Mario Gabelli - IBM Has More Than Doubled Dividend In 6 Years
International Business Machines Corporation (NYSE:IBM) has raised its quarterly dividend to $1.40 per share or $5.60 on an annual basis from its previous $1.30 per share or $5.20 per year. The company has a great history of returning value to its shareholders, and we can state that because the firm has increased its dividend every year over the last 21 years. More...

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Arnold Van Den Berg Buys Shares of Helicopter Operating Company Era Group is one of the leading helicopter operators in the world Arnold Van Den Berg - Arnold Van Den Berg Buys Shares Of Helicopter Operating Company
Guru Arnold Van Den Berg (Trades, Portfolio) began his investment career in 1968 after he received his securities license. From there, Van Den Berg worked at John Hancock Insurance and then for Capital Securities. It was during this time when the market saw one of the worst declines in Wall Street histroy when the stock market lost 46% of its value in a single calendar year from 1973 to 1974. More...

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Arnold Van Den Berg is a value investor who founded Century Management in 1974. He applies value investment strategies as his investment philosophy. He focused his first-quarter buys as follows: More...

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Not so long ago Arnold Van Den Berg (Trades, Portfolio) regularly sold out several stakes in his portfolio each quarter. In the fourth quarter of 2015, he sold one stake – the first time he sold only one in a quarter since the second quarter of 2012 – and he sold only two in the first quarter, but he came close to selling out four more. More...

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A guru investor from Austin, Arnold Van Den Berg (Trades, Portfolio), predicted $70 oil by the end of the year. With the price of a barrel of Bren crude oil hovering around $44, Van Den Berg signaled he still believes his case by buying three new energy-related companies in the first quarter. More...

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Arnold Van Den Berg Ups Holding in Comstock Mining Profit increases may have prompted Van Den Berg to buy more shares Arnold Van Den Berg - Arnold Van Den Berg Ups Holding In Comstock Mining
Guru Arnold Van Den Berg (Trades, Portfolio) began his investment career 48 years ago working for John Hancock Insurance and then for Capital Securities. During this time, Van Den Berg saw some of the greatest bear markets in history, which helped him to fully learn and understand how the stock market functioned. More...

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Guru Arnold Van Den Berg (Trades, Portfolio) began his investment career shortly after receiving his securities license in 1968. From there he began to work for John Hancock Insurance and then Capital Securities. Van Den Berg worked for the next six years while seeing some of the worst declines on Wall Street since the Great Depression. He turned adversity into his advantage and he began to study Benjamin Graham's mental models for investing. In 1974, Van Den Berg founded Van Den Berg Management, which is now known as Century Management. More...

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Arnold Van Den Berg's Top 4th Quarter Buys New stock holdings include IBM and Exxon Arnold Van Den Berg - Arnold Van Den Berg's Top 4th Quarter Buys
Arnold Van Den Berg (Trades, Portfolio) acquired 17 new stocks during the fourth quarter. He founded Century Management in 1974. As a value investor and student of Benjamin Graham, Van Den Berg has handily beaten all of the indices. The following are a few of his new buys More...

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Van Den Berg Sells Nearly One-Third of Stake in Markel Guru acquires stakes in two conglomerates in 4th quarter Arnold Van Den Berg - Van Den Berg Sells Nearly One-Third Of Stake In Markel
Arnold Van Den Berg (Trades, Portfolio), who founded Century Management in 1974, made 17 new buys in the fourth quarter, but his most noteworthy transaction was a reduction. More...

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Arnold Van Den Berg's CM Outlook for Oil - January 2016 Century Management believes oil could trade near $70 per barrel, roughly double its current price, by year’s end Arnold Van Den Berg - Arnold Van Den Berg's CM Outlook For Oil - January 2016
•U.S. oil production is on the decline. More...

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5-Year Lows: Hecla Mining, Solar Capital, Atwood Oceanics, Harsco Stocks that have recently hit their 5-year low prices Arnold Van Den Berg,John Keeley - 5-Year Lows: Hecla Mining, Solar Capital, Atwood Oceanics, Harsco
According to GuruFocus' list of five-year lows, these guru stocks have reached their five-year lows: Hecla Mining Co., Solar Capital Ltd., Atwood Oceanics Inc., Harsco Corp. More...

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Ensco, Atwood Oceanics, Allegheny Technologies Among Van Den Berg's Holdings With High Yields These stocks in guru's portfolio pay high dividends Arnold Van Den Berg,Ray Dalio - Ensco, Atwood Oceanics, Allegheny Technologies Among Van Den Berg's Holdings With High Yields
Arnold Van Den Berg (Trades, Portfolio) founded Century Management in 1974 and since then the fund has provided separate account money management services for individuals, families, trusts, partnerships, pensions, foundations and businesses. Following are stocks that have high dividends in his portfolio. More...

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Arnold Van Den Berg Sells Nine Holdings in Third Quarter Diamond Offshore and Post Holdings had largest impact on the portfolio Arnold Van Den Berg - Arnold Van Den Berg Sells Nine Holdings In Third Quarter
Since founding Century Management in 1974, value investor Arnold Van Den Berg has handily beaten all of the indices. His investment research seeks to determine the appraised value of a company, often referred to as intrinsic value. He manages a portfolio of 54 stocks with a total value of $585 million, and during the third quarter he sold the following nine stocks. More...

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Arnold Van Den Berg Buys China, Oil in New Q3 Holdings Century Management founder bought 4 new stocks in total for the quarter Arnold Van Den Berg - Arnold Van Den Berg Buys China, Oil In New Q3 Holdings
Value investor Arnold Van Den Berg (Trades, Portfolio) did not let a choppy quarter go by without adding some low-priced names to his portfolio, namely more oil and gas stocks and a small interest in China. More...

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