OUR LATEST INSIGHTS

In our latest market update, we discuss the fundamentals of the companies in our portfolios are by-and-large doing well as of the third quarter and much more.

In our latest commentary, we discuss the cause of this week’s market sell-off (other than stretched valuations in many companies) and much more.

We believe that an oil shortage is coming.

Oil prices are going higher and the opportunities that we see in energy.

On May 29, 2018, Century Management posted a report that discusses its latest thoughts on oil.

We believe the recent market decline is part of a normal bull market correction, and not the beginning of a long, protracted market decline or bear market. Learn more from our market update.

Jim Brilliant, CFA, CIO, and Century Management portfolio manager has been interviewed by Bloomberg Businessweek, Barron's, Reuters, and Market Watch. He has also been featured in an on air interview by Bloomberg Radio. Here are some quotes or excerpts from those interviews.

Should investors worry about a federal government shutdown? We believe the history of government shutdowns suggests that investors can sleep soundly in the week ahead.

Arnold Van Den Berg provides Century Management's current market and economic outlook.

The consensus view of oil is that the price of crude oil will remain “lower for longer.” We believe this view relies almost entirely on the forecasts and estimates put forth by two main energy agencies: the International Energy Agency (IEA) and the U.S. Energy Information Administration (EIA). With a majority of today’s energy market traders and investors so short-term focused, it’s only natural that they have predominately focused their attention on the short-term supply, demand, and inventory estimates produced by the IEA and the EIA.