VAN DEN BERG Overview

Van Den Berg Management I Inc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 38 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 811MM in positions, representing 48% of the manager's regulatory AUM.

VAN DEN BERG StockAlpha

-7.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VAN DEN BERG Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ATI 5.51% Materials -6.31% -0.79% 1 8%
BRK.B 5.02% Financials 10.33% -0.23% 0 28%
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FEATURED IN
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VAN DEN BERG Founders and Key Employees

Name Title In Position Since
Scott S. Van Den Berg President And Coo May-1991
James D. Brilliant Co-Chief Investment Officer And Cfo January-1986
Sean Golliher Chief Compliance Officer January-2011
Arnold Van Den Berg Chairman And Co-Chief Investment Officer May-1974

VAN DEN BERG Brokers, Custodians, Auditors and Administrators

Type Company

VAN DEN BERG Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



8.A. Methods of Analysis and Investment Strategies


The process for selecting value-based equity securities for client accounts using the CM Value I (All-Cap Value), CM Value Focused, CM Value Plus, CM Large Cap Value, CM Large Cap Absolute Value, CM Small Cap Value, CM Small Cap Absolute Value and the equity portions of the CM Moderate Plus Allocation, CM Moderate Allocation, and CM Conservative Allocation strategies is generally as follows:

Idea Generation:




 We screen the universe of public companies looking for those that meet our various ratio and
multiple requirements, along with important balance sheet characteristics.
 We continuously review our internal database of companies we have analyzed and, in many cases, owned throughout the years.
 Our research team contributes their knowledge, insight, and expertise regardin...
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VAN DEN BERG Portfolio Concentration

VAN DEN BERG Location

805 LAS CIMAS PARKWAY
SUITE 430
AUSTIN, Texas
UNITED STATES, 78746-9903

VAN DEN BERG Contact Information

Phone Number: 800-664-4888
Fax Number: 512-329-0816
Website:

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