David Dreman

David Dreman

Dreman Value Management
Last update 2018-05-02 457 Stocks (15 new)
Value $221.00 Mil Turnover 26 %
Top Holdings: KBE(18.76%) XLF(3.82%) JPM(1.6%) BAC(1.32%) CSCO(1.23%)
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David Dreman Profile

David Dreman is the founder and Chairman of Dreman Value Management, LLC and also serves as the firm's Chief Investment Officer. A regular columnist for Forbes for 25 years, Mr. Dreman's recent best-selling book, "Contrarian Investment Strategies: The Next Generation?" was published in the spring of 1998.

David Dreman Investing Philosophy

The Contrarian and the value guru, Dreman's investment philosophy is based on low P/E approach to stock selection. The philosophy at Dreman Value Management: "We invest in undervalued companies that exhibit strong fundamentals, above-market dividend yields and historic earnings growth, which our analysis indicates will persist. Our strategy is to own strong, fundamentally sound companies and to avoid speculative stocks or potential bankruptcies." They believe that the markets are not perfectly efficient, and that behavioral psychology influences investor actions and reactions.

Historical Allocation of Stock, Bonds, Cash

Performance of Large Cap Value Composite

YearReturn %S&P500 %Excess Gain %
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Commentaries and Stories
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Disney and Allstate Highlight the Purloined Portfolio
For fun, and hopefully for profit, I like to peek in on the holdings of rival money managers I respect
1 Votes
169 Views    John Dorfman    2018-10-18 18:42
GuruFocus Podcast With John Dorftman: Transcript
Conversation about investing in small and mid caps with Dorfman Value Investments founder
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200 Views    Holly LaFon    2018-10-13 12:49
David Abrams Drives Away With Lithia Motors
Guru takes stake in auto retailer
0 Votes
450 Views    Sydnee Gatewood    2018-07-30 18:40
Tobacco Giant on the Brink of a Turning Point
FDA could stamp Philip Morris' tobacco product as first in the US that causes less harm than cigarettes
1 Votes
855 Views    Yamil Berard    2018-07-24 18:56
David Dreman Cuts Amgen, JPMorgan, Bank of America
Guru's largest sales of the 1st quarter
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87 Views    Tiziano Frateschi    2018-05-07 15:54
Dreman Asset Management’s Top 3 New Buys for 1st Quarter
Firm discloses quarterly portfolio
1 Votes
364 Views    James Li    2018-05-03 16:03
Notes on Barry Ritholtz Interviews of Joel Greenblatt
Joel Greenblatt runs a mutual fund that received 5 stars by Morningstar. Interviewed by Barry Ritholtz
0 Votes
151 Views    Bram de Haas    2018-04-22 14:47
David Dreman Sells Goldman Sachs, AT&T, CVS
The guru's largest sales of the 4th quarter
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92 Views    Tiziano Frateschi    2018-02-13 17:36
Dreman Value Management's Top 5 New Buys
Legendary investor David Dreman reports portfolio
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317 Views    Holly LaFon    2018-02-12 20:25
Gurus Are Investing in These Industrial Companies
5 popular stocks that have positions in several gurus' portfolios
0 Votes
113 Views    Tiziano Frateschi    2017-10-30 18:25

Top Ranked Articles
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David Dreman Named GuruFocus 2005 Investment Guru of the Year
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2380 Views    gurufocus    2006-01-03 02:22
Thomson Reuters: An Unstable Industry Leader?
4 Votes
573 Views    Patricio Kehoe    2014-02-28 15:19
Undervalued Financial Services Companies Among Top Buys
Low prices relative to the fair value increase value potential
2 Votes
1187 Views    James Li    2016-10-06 19:20