Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 2014-10-06

Number of Stocks: 82
Number of New Stocks: 7

Total Value: $1,014 Mil
Q/Q Turnover: 12%

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 (%)
201318.1531.55-13.4
201216.2415.40.8
20110.122.08-2.0
3-Year Cumulative37.5 (11.2%/year)55 (15.7%/year)-17.5 (-4.5%/year)
201011.9115.06-3.2
200924.1726.46-2.3
5-Year Cumulative91.1 (13.8%/year)125.5 (17.7%/year)-34.4 (-3.9%/year)
2008-33.49-373.5
2007-5.415.61-11.0
200614.3115.79-1.5
200510.464.915.6
20049.0612-2.9
10-Year Cumulative65.5 (5.2%/year)104.1 (7.4%/year)-38.6 (-2.2%/year)
200325.2928.7-3.4
2002-0.43-22.121.7
200110-11.921.9
200043.62-9.152.7
199932.142111.1
15-Year Cumulative331.1 (10.2%/year)98.3 (4.7%/year)232.8 (5.5%/year)
19982.1728.6-26.4
199717.9733.4-15.4
199622.8623-0.1
199514.1637.6-23.4
19942.821.31.5
20-Year Cumulative649.3 (10.6%/year)483.2 (9.2%/year)166.1 (1.4%/year)
199310.4810.10.4
19927.117.6-0.5
199113.9430.5-16.6
1990-9.17-3.1-6.1
198913.0631.7-18.6
25-Year Cumulative937.5 (9.8%/year)1050.7 (10.3%/year)-113.2 (-0.5%/year)
198817.0616.60.5
19877.755.12.7
198628.6518.610.0
198523.5231.6-8.1
19846.66.10.5
30-Year Cumulative2116.8 (10.9%/year)2235.1 (11.1%/year)-118.3 (-0.2%/year)
198327.7122.45.3
198219.3321.4-2.1
198114.63-519.6
198024.1232.3-8.2
0000.0
35-Year Cumulative4706.6 (11.7%/year)4261.1 (11.4%/year)445.5 (0.3%/year)

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

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Century Management's Van Den Berg Favors Miners Despite Selling in Q3 Arnold Van Den Berg - Century Management's Van Den Berg Favors Miners Despite Selling In Q3
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