CM featured in Graham & Doddsville Newsletter
CM has been featured in the Spring 2014 issue of Graham & Doddsville, an investment newsletter from the students of Columbia Business School.
Century Management’s Gold Valuation Analysis
We believe that in order to achieve attractive investment returns, we must stick to our investment discipline and only buy when the security or commodity is at the right price.
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 of gold is currently $800 to $900 per ounce, which is 28% to 36% lower than gold's closing price on January 31, 2014, and well within our buy zone.