To me, only three things matter in understanding stock valuations, 1) interest rates, 2) inflation and 3) the fundamentals of the business.
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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
Market Appears to Be in a Correction, Not a Bear Market
We believe the recent market decline is part of a normal bull market correction, and not the...
CM In The News
Jim Brilliant, CFA, CIO, and Century Management portfolio manager has been interviewed by Bloomberg...
Market Performance and Government Shutdowns
Should investors worry about a federal government shutdown? We believe the history of g...
Century Management Outlook
Arnold Van Den Berg provides Century Management's current market and economic outlook. Disclosures:...
The Long-Term Price of Oil Hangs on the Short-Term Focus of Consensus
Summary: Oil demand is growing stronger than estimated. We believe shale production growth is...
Century Management's Brilliant Says Oil Industry Resilient to Storms
Century Management's Brilliant Says Oil Industry Resilient to Storms James Brilliant,...
Century Management Named to 2017 Financial Times 300 Top Registered Investment Advisers List
Century Management Named to 2017 Financial Times 300 Top Registered Investment Advisers List. ...
CM Market Update
Scott Van Den Berg, CFP®, Jim Brilliant, CFA, and Arnold Van Den Berg review the followin...
Why the Qatar crisis isn't rattling oil markets
Larry Light of CBS MONEYWATCH quotes Jim Brilliant on "Why the Qatar crisis isn't rattling oi...
Fiscal Breakeven Pressure on OPEC
OPEC producers continue to be squeezed by their fiscal breakeven levels, which on average is...
The Importance of Getting the Worst Case Right.
Arnold Van Den Berg on "The Importance of Getting the Worst Case Right" presented at the Ben Graham...
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...