Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 10-14-2016

Number of Stocks: 46
Number of New Stocks: 1

Total Value: $619 Mil
Q/Q Turnover: 2%

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

Upgrade Your Success With the Upside-to-Downside Ratio Arnold Van Den Berg drops some knowledge bombs about his investing secret
Out of the millions of people who invest, only 2,600 have watched this video. Read more...
10 Questions With Conference Speaker Dave Sather Introducing Dave Sather, the founder of Sather Financial Group and head of an investing program at Texas Lutheran University
Dave Sather is the founder of Sather Financial Group, an asset management firm overseeing $400 million, based in Victoria, Texas, and a speaker at the 2017 GuruFocus Value Conference. He answers the questions below to introduce himself. Read more...
Early Oil Investor Arnold Van Den Berg Keeps Buying Energy Stocks in Q1 Van Den Berg added three new oil companies amid seven other stocks
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. Read more...
Arnold Van Den Berg Buys 6 New Stocks, Gets More Bullish on Oil Companies His firm expects $70 oil
During the second quarter, founder of Austin-based Century Management Arnold Van Den Berg (Trades, Portfolio) cut back on his sizable positioning in gold miners while increasing holdings in health care and oil. Read more...
Arnold Van Den Berg's Largest Buys in 1st Quarter Allegheny Technologies had an impact of 2% on his assets
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: 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 Exits Synalloy Company's market price has gained an estimated 28% since guru sold out Arnold Van Den Berg - Arnold Van Den Berg Exits Synalloy
Guru Arnold Van Den Berg (Trades, Portfolio), who founded Van Den Berg Management in 1974 and later changed its name to Century Management, sold out his remaining -342,749 shares of Synalloy Corp (NASDAQ:SYNL) for an average price of $7.79 per share during the third quarter. Van Den Berg purchased his initial stake in Synalloy Corp during the third quarter of 2013 at an average price of $15.98 per share. Since his initial purchase three years ago, the company's market price has plummeted an estimated 40%. More...

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Arnold Van Den Berg Makes One Buy and Three Large Increases in 3rd Quarter Outperforming fund reports portfolio Arnold Van Den Berg - Arnold Van Den Berg Makes One Buy And Three Large Increases In 3rd Quarter
Century Management founder Arnold Van Den Berg (Trades, Portfolio) added one new stock to his portfolio and made significant increases to his positions in three others in the third quarter, he reported Monday. More...

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Van Den Berg's Best-Performing Buys Holdings with the highest returns year to date Arnold Van Den Berg,Warren Buffett,First Eagle Inv - Van Den Berg's Best-Performing Buys
Arnold Van Den Berg has handily beaten all of the indices since founding Century Management in 1974. He manages a portfolio composed of 46 stocks with a total value of $619 million. The following are the best performers of his investments. More...

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10 Questions With Conference Speaker Dave Sather Introducing Dave Sather, the founder of Sather Financial Group and head of an investing program at Texas Lutheran University Arnold Van Den Berg,Joel Greenblatt - 10 Questions With Conference Speaker Dave Sather
Dave Sather is the founder of Sather Financial Group, an asset management firm overseeing $400 million, based in Victoria, Texas, and a speaker at the 2017 GuruFocus Value Conference. He answers the questions below to introduce himself. More...

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Arnold Van Den Berg Exits Cloud Peak Energy Coal prices and environmental activism have impacted company's market price Arnold Van Den Berg - Arnold Van Den Berg Exits Cloud Peak Energy
Guru Arnold Van Den Berg (Trades, Portfolio) sold out of his position in Cloud Peak Energy (NYSE:CLD) at an average price of $2.04 per share during the second quarter. Van Den Berg originally purchased his stake in the company in the first quarter of 2015, paying an average price of $7.37 per share. Van Den Berg lost an estimated -65% since then, causing him to sell  367,315 shares. More...

COAL, MINING, SELL, ENERGY


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Arnold Van Den Berg's CM Update: The Fed's Cautious Approach and Our Portfolios Van Den Berg argues a likely federal funds rate increase this year would have little impact on long-term value of portfolios Arnold Van Den Berg - Arnold Van Den Berg's CM Update: The Fed's Cautious Approach And Our Portfolios
Federal Reserve Chair Janet Yellen's most recent statements suggest that the federal funds rate could increase this year. Should this occur, we believe it will be modest and have little impact on the long-term values of our various portfolios. More...

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Van Den Berg Shares What Shaped His Investing Philosophy Century Management founder explains how childhood and past job influenced his investing Arnold Van Den Berg - Van Den Berg Shares What Shaped His Investing Philosophy
GuruFocus contributor Jae Jun wrote a good article here about value investor Arnold Van Den Berg (Trades, Portfolio). Van Den Berg is the CEO and founder of Century Management, which began in 1974. I had never heard of him but serendipitously learned that he recently gave a lecture at Google. I’ve posted the video below. It’s titled “Experiential Wisdom on Value Investing.” More...

GOLD, OIL, ARNOLD VAN DEN BERG


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Gurus' Stocks With Negative 3 Months Returns Worst-performing stocks in gurus' portfolios Arnold Van Den Berg,Jim Simons,Joel Greenblatt,Pau - Gurus' Stocks With Negative 3 Months Returns
While gurus are still holding stakes in these companies, the prices of the stocks and returns of the investors are dropping. These are the worst-performing stocks over the last six months that have a long-lasting presence in more than four gurus’ portfolio. More...

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Upgrade Your Success With the Upside-to-Downside Ratio Arnold Van Den Berg drops some knowledge bombs about his investing secret Warren Buffett,Arnold Van Den Berg,Howard Marks - Upgrade Your Success With The Upside-to-Downside Ratio
Out of the millions of people who invest, only 2,600 have watched this video. More...

PORTFOLIO ALLOCATION STRATEGY


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Arnold Van Den Berg Exits Stake in Total Company has multiple severe warning signs from GuruFocus Arnold Van Den Berg - Arnold Van Den Berg Exits Stake In Total
Total (NYSE:TOT) is an integrated oil and gas company. It explores and develops oil and gas properties, liquefied natural gas, petrochemicals and specialty chemicals. It is also engaged in trading and shipping of crude oil and petroleum products.  More...

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Van Den Berg's Best Investments of 2nd Quarter Schlumberger, Dynamic Materials have largest returns Arnold Van Den Berg,Dodge & Cox,Barrow Hanley Mewh - Van Den Berg's Best Investments Of 2nd Quarter
Arnold Van Den Berg is a value investor who has been managing Century Management since its founding in 1974. During the second quarter, the guru raised several stakes, and the following are the ones with the highest performances since those buys. More...

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Arnold Van Den Berg Buys 6 New Stocks, Gets More Bullish on Oil Companies His firm expects $70 oil Arnold Van Den Berg - Arnold Van Den Berg Buys 6 New Stocks, Gets More Bullish On Oil Companies
During the second quarter, founder of Austin-based Century Management Arnold Van Den Berg (Trades, Portfolio) cut back on his sizable positioning in gold miners while increasing holdings in health care and oil. More...

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Van Den Berg Made 6 New Buys in 2nd Quarter Most purchases were in health care, but largest was in mass media Arnold Van Den Berg - Van Den Berg Made 6 New Buys In 2nd Quarter
Arnold Van Den Berg (Trades, Portfolio), who founded Century Management more than 40 years ago, invested in half a dozen new buys in the second quarter. Most of Van Den Berg’s new buys were in health care-related companies, but his largest was not. More...

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Arnold Van Den Berg Sells Coca-Cola, DaVita Largest trades by the investor in the second quarter Arnold Van Den Berg - Arnold Van Den Berg Sells Coca-Cola, DaVita
Arnold Van Den Berg (Trades, Portfolio) is a value investor and considers himself a student of Benjamin Graham. His investment research seeks to determine the appraised value of a company, often referred to as intrinsic value. More...

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Arnold Van Den Berg Buys Stake in Cardinal Health Stock may be overvalued according to Peter Lynch earnings line Arnold Van Den Berg - Arnold Van Den Berg Buys Stake In Cardinal Health
During the second quarter, guru Arnold Van Den Berg (Trades, Portfolio) purchased a 77,330 stake in Cardinal Health (NYSE:CAH) at an average price of $79.76 per share. Cardinal Health is one of the largest health care supply chains in North America. The purchase had a 1.01% impact on Van Den Berg’s portfolio. More...

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Century Management's Perspective on the Brexit Vote Van Den Berg sees outcome of Brexit as helpful to commodities in his portfolio Arnold Van Den Berg - Century Management's Perspective On The Brexit Vote
After months of headlines about the so-called Brexit vote, last Thursday, June 23, the United Kingdom (“UK”) voted 52% to 48% to leave the European Union (“EU”). The issues fueling the frustration and unhappiness of so many British citizens with the previous status quo are three-fold: More...

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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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