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 12/31/18. The fund's latest filing disclosed 676MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/02 to 12/31/18. The fund's latest filing disclosed 676MM in positions, representing 40% of the manager's regulatory AUM.
VAN DEN BERG StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VAN DEN BERG Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 9.86% | Financials | 1.22% | -1.15% | 0 | 34% | ||
| ATI | 6.58% | Materials | 19.48% | 0.37% | 1 | 5% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
VAN DEN BERG Portfolio Concentration
VAN DEN BERG Location
805 LAS CIMAS PARKWAY
SUITE 430
AUSTIN, Texas
UNITED STATES, 78746-9903
SUITE 430
AUSTIN, Texas
UNITED STATES, 78746-9903
VAN DEN BERG Contact Information
Phone Number: 800-664-4888
Fax Number: 512-329-0816
Website: http://cmadvisorsfunds.com/
Fax Number: 512-329-0816
Website: http://cmadvisorsfunds.com/
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