In an environment where the dollar's value is volatile and inflation is on the rise, investors face challenges but should stay vigilant in their search for opportunities. History has shown that equities remain a durable long-term strategy given their ability to grow their earnings and cash flows over time. Investors willing to search more broadly in the equity markets should not be surprised to discover compelling opportunities in these uncertain times, but they must be prepared to consider stocks that are temporarily unpopular.
Join our conversation with Arnold Van Den Berg, a long-time investor with a proven, yet hard-earned skill to overcome adversity in both life and in the markets. During our discussion, Arnold shares his gripping life journey and experience as a Holocaust Survivor, as well as his later development as an investor. Along the way, he also shares with us his views on current investment opportunities, and his concerns regarding the market. Arnold began his career in investments in 1968 as the US stock market was experiencing its worst decline since the Great Depression. Arnold spent these difficult years studying Wall Street, the markets, and various investment philosophies and ultimately concluded that the managers who used a value-based investment strategy protected their customers' capital better and provided more consistent investment results than managers using other investment strategies. In September of 1974, Arnold started his own investment advisory business, Century Management, and uses a value investment approach. From humble beginnings, Arnold learned early on what it means to work hard, sacrifice, and help others. It is this spirit of service that has shaped the way he lives his life and runs his business.
