Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 01-13-2016

Number of Stocks: 70
Number of New Stocks: 17

Total Value: $561 Mil
Q/Q Turnover: 7%

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

Arnold Van Den Berg Cuts Stake in Coca-Cola by Nearly Half His highest reductions exceed 25%
Arnold Van Den Berg, who founded Century Management in 1974, reduced 39 stakes in the fourth quarter with most reductions below 10%. Following are his largest reductions. Read more...
Guru Sheds Nearly Entire Stake in Great Lakes Dredge & Dock Arnold Van Den Berg sells shares in construction services company
Guru Arnold Van Den Berg (Trades, Portfolio) slashed his stake by nearly 100% in Great Lakes Dredge & Dock Corp. (NASDAQ:GLDD) in the fourth quarter. Read more...
Van Den Berg Reduces Position in 5-Star Company Century Management trims stake in Chicago Bridge & Iron
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. Read more...
Arnold Van Den Berg's Top 4th Quarter Buys New stock holdings include IBM and Exxon
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 Read more...
Van Den Berg Sells Nearly One-Third of Stake in Markel Guru acquires stakes in two conglomerates in 4th quarter
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. 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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Arnold Van Den Berg Cuts Stake in Coca-Cola by Nearly Half His highest reductions exceed 25% Arnold Van Den Berg,Warren Buffett,John Keeley,Chu - Arnold Van Den Berg Cuts Stake In Coca-Cola By Nearly Half
Arnold Van Den Berg, who founded Century Management in 1974, reduced 39 stakes in the fourth quarter with most reductions below 10%. Following are his largest reductions. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Sheds Nearly Entire Stake in Great Lakes Dredge & Dock Arnold Van Den Berg sells shares in construction services company Arnold Van Den Berg - Guru Sheds Nearly Entire Stake In Great Lakes Dredge & Dock
Guru Arnold Van Den Berg (Trades, Portfolio) slashed his stake by nearly 100% in Great Lakes Dredge & Dock Corp. (NASDAQ:GLDD) in the fourth quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Van Den Berg Reduces Position in 5-Star Company Century Management trims stake in Chicago Bridge & Iron Arnold Van Den Berg - Van Den Berg Reduces Position In 5-Star Company
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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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Rating: 4.3/5 (4 votes)

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...

  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

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...

  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

Atwood Oceanics Discounting 2016 Concerns
Atwood Oceanics (NYSE:ATW), which is in the business of offshore drilling, has delivered strong results for the first nine months of FY15. However, from a peak of $35.35 in May 2015, the company’s stock has slumped to current levels of $19.4. This article discusses the reasons for this decline and my current view on the stock. More...

LONG, ENERGY, OIL & GAS DRILLING SERVICES, OFFSHORE


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Offshore Driller's Valuation After the Dividend Cut
In this article let's take a look at Ensco PLC (NYSE:ESV), the international offshore oil and gas contract drilling company, which is the world's second-largest offshore drilling rig fleet amongst competitive rigs, with an ultra-deepwater fleet that is the newest in the industry. More...

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5-Year Lows: Atwood Oceanics Inc, HMS Holdings Corp, Advanced Micro Devices Inc, and Government Properties Income Trust
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Atwood Oceanics Inc, HMS Holdings Corp, Advanced Micro Devices Inc, and Government Properties Income Trust More...

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Arnold Van Den Berg Initiates Position in General Motors
Arnold Van Den Berg (Trades, Portfolio) is the founder of Century Management. Van Den Berg is a value investor, and considers himself a student of Benjamin Graham. More...

LONG


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Van Den Berg Adds Four Stakes to Portfolio in Second Quarter Arnold Van Den Berg - Van Den Berg Adds Four Stakes To Portfolio In Second Quarter
Arnold Van Den Berg (Trades, Portfolio), whose Century Management recorded return percentages in double digits in 2013 and 2012, prefers to apply value investment strategies as his investment philosophy. With that in mind, he added four new stakes to his portfolio in the second quarter. More...

Arnold Van Den Berg


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Van Den Berg Sells UCP, Houston Wire & Cable Arnold Van Den Berg - Van Den Berg Sells UCP, Houston Wire & Cable
Value investor Arnold Van Den Berg (Trades, Portfolio) is the portfolio manager for the CM Value I fund at his Century Management firm. On June 30, the fund sold out of two holdings — UCP Inc (NYSE:UCP) and Houston Wire & Cable Co (NASDAQ:HWCC) — according to data reported by GuruFocus Real Time Picks. More...

ARNOLD VAN DEN BERG, UCP, HOUSTON WIRE & CABLE


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Arnold Van Den Berg Decreases His Position in UCP, Inc.
Arnold Van Den Berg (Trades, Portfolio) of Century Management has been actively trading UCP, Inc. (NYSE:UCP) in the past few months. On April 30 he added 62,831 shares increasing his portfolio stake in the stock by 10.13%. On June 30 he decreased his position in UCP, Inc. by 91.39% selling 624,353 shares. He currently holds 58,813 shares. More...

REAL ESTATE


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Arnold Van Den Berg's Undervalued Stocks Trading At Low P/E
Arnold Van Den Berg (Trades, Portfolio) is a value investor with 43 years of industry experience and founder of $2 billion firm Century Management. The company closely align their interests with those of their clients. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Oil Companies Dominate Highest-Yielding S&P 500 Stocks
Three of the five highest-yielding S&P 500 stocks are oil and gas related companies, according to results from GuruFocus’ All-In-One-Screener. More...

OIL, GAS, ENERGY, DIVIDEND, S&P 500, SPY


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Rating: 5.0/5 (6 votes)

Arnold Van Den Berg and the Importance of Dreams Arnold Van Den Berg - Arnold Van Den Berg And The Importance Of Dreams
Last year, The Manual of Ideas interviewed Arnold Van den Berg in what was, in my humble opinion, one of the most inspiring interviews I have ever read from a great value investor. Van Den Berg founded Century Management in 1974 with no formal college education. It was through self-study, dedication and experience that Van Den Berg gained his market knowledge. I won’t comment much on this interview, since his words are very candid and inspiring by themselves. More...

Arnold Van Den Berg


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