Our primary focus is on absolute value versus relative value. In other words, we invest in companies that are selling at deep discounts to our appraisals of their intrinsic values, irrespective of what’s going on in the market.
Invest With Us
Our focused, research-driven approach to value investing helps institutional and individual investors alike. We offer our strategies through separately managed accounts or through our family of mutual funds.
Insights
Fiscal Breakeven Pressure on OPEC
OPEC producers continue to be squeezed by their fiscal breakeven levels, which on average is...
CM Energy Industry Update - March 2017
Jim Brilliant, CFA® and Scott Van Den Berg, CFP® provide an update on our investments in the...
Will Rising Interest Rates Impact Fixed Income?
with Jim Brilliant, CFA and Scott Van Den Berg, CFP® Disclosure Century Management r...
CM Energy Industry Update - December 2016
Jim Brilliant, CFA and Scott Van Den Berg, CFP® provide an update to Century Management's thoughts o...
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 coul...
CM's Perspective on the Brexit Vote
For the U.S. economy, we believe the largest impact of the UK leaving the EU, at least in the short...
CM Outlook for Oil - January 2016
By year’s end and into 2017, we expect the world will face an undersupply of oil and tighter invento...
CM Energy Industry Update - April 2015
Over the past nine months, the decline in the price of oil, as well as the decline in the stock pric...
Arnold Van Den Berg from the 2014 Austin Client Review
Arnold Van Den Berg, Chief Executive Officer and Co-Chief Investment Officer, spoke during Century M...
Jim Brilliant from the 2014 Austin Client Review
Jim Brilliant, Co-Chief Investment Officer and Portfolio Manager, spoke during Century Management's...
The Manual of Ideas
The Manual of Ideas: Know Your Rules of Thumb, a personal interview with Arnold Van Den Berg
Value Investing During Worldwide Quantitative Easing
Value Investing During Worldwide Quantitative Easing was the subject of Arnold Van Den Berg's presen...
CM featured in Graham & Doddsville Newsletter
CM has been featured in the Spring 2014 issue of Graham & Doddsville, an investment newsletter f...
Century Management’s Gold Valuation Analysis
For purposes of our research, we do not need to reconcile whether gold should be viewed as a commodi...
Inflation, Gold, and Gold Mining Companies
While physical gold is not in our buy zone, many gold mining companies are selling as if the price o...