Value Investing Since 1974

CEO, Co-CIO, Portfolio Manager, Principal, Chairman Arnold founded Century Management in 1974. Today, he serves as chairman of the Century Management Advisory Committee, as well as chairman of the CM Advisors Family of Funds Board of Trustees. Active in managing investment strategies for the firm, Arnold is the lead portfolio manager for the CM Value I (All-Cap Value) separate account strategy, for all of the balanced separate account strategies, and for the CM Advisors Fund (CMAFX). He is the co-portfolio manager for the CM Fixed Income separate account strategy and the CM Advisors Fixed Income Fund (CMFIX).
ArnoldVanDenBerg

Arnold Van Den Berg


CEO, Co-CIO
Portfolio Manager
Principal
Chairman

Arnold founded Century Management in 1974. He is the company's CEO and serves as chairman of the CM Advisors Family of Funds Board of Trustees. Active in managing investment strategies for the firm, Arnold is the lead portfolio manager for the CM Value I (All-Cap Value) separate account strategy, for all of the balanced separate account strategies, and for the CM Advisors Fund (CMAFX). He is the co-portfolio manager for the CM Fixed Income separate account strategy and the CM Advisors Fixed Income Fund (CMFIX).

President, COO, CCO, Portfolio Manager, Principal Scott is co-portfolio manager for the CM Value I separate account strategy, all of the balanced separate account strategies, and the CM Advisors Fund (CMAFX).  In addition, Scott sits on the Board of Trustees and serves as secretary for the CM Advisors Family of Funds. 
ScottVanDenBerg 130x163

Scott S. Van Den Berg, CFP®, ChFC®, CRPS, CMFC, AWMA


President, COO
Portfolio Manager
Principal

  • Joined Century Management in 1993
  • Financial Professional since 1988
  • Glendale College and California State University at Northridge, Finance

Scott is co-portfolio manager for the CM Value I separate account strategy, all of the balanced separate account strategies, and the CM Advisors Fund (CMAFX). In addition, Scott sits on the Board of Trustees and serves as secretary for the CM Advisors Family of Funds. 

Co-Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Principal Jim joined Century Management in 1987.  Along with his overall investment responsibilities, Jim oversees the small- and mid-cap research team and is the lead portfolio manager for the CM Small Cap Value separate account strategy, the CM Fixed Income separate account strategy, the CM Advisors Small Cap Fund (CMOVX), and the CM Advisors Fixed Income Fund (CMFIX).  He is also part of the CM Advisors Fund (CMAFX) portfolio management team.
james brilliant

James D. Brilliant, CFA


Co-Chief Investment Officer
Chief Financial Officer
Portfolio Manager
Principal

Jim joined Century Management in 1987.  Along with his overall investment responsibilities, Jim oversees the small- and mid-cap research team and is the lead portfolio manager for the CM Small Cap Value separate account strategy, the CM Fixed Income separate account strategy, the CM Advisors Small Cap Fund (CMOVX), and the CM Advisors Fixed Income Fund (CMFIX).  He is also part of the CM Advisors Fund (CMAFX) portfolio management team.

|
CFA, Director/Head of Trading, Executive Vice-President Aaron plays a key role as a member of the Century Management Advisory Committee. He also sits on the Board of Trustees for the CM Advisors Family of Funds. Prior to joining Century Management, Aaron was a financial consultant for Shearson Lehman.
AaronBuckholtz

Aaron S. Buckholtz, CFA


Director/Head of Trading
Executive Vice-President

  • Joined Century Management in 1990
  • Financial Professional since 1987
  • California State University at Northridge, BS Business Administration

Aaron plays a key role as a member of the Century Management Advisory Committee. He also sits on the Board of Trustees for the CM Advisors Family of Funds. Prior to joining Century Management, Aaron was a financial consultant for Shearson Lehman.

Senior Equity Analyst Adrian is a senior member of the investment team with all-cap research responsibilities. He is directly involved in the fundamental analysis of companies, which includes investigating new investment opportunities that are consistent with the firm's long-term philosophy and process, as well as maintaining the necessary research and updates on existing securities.
Adrian Kachmar

Adrian Kachmar


Senior Equity Analyst

  • Joined Century Management in 2013
  • Financial Professional since 2003
  • Columbia University, BA Economics
  • Columbia University Business School, MBA

Adrian is a senior member of the investment team with all-cap research responsibilities. He is directly involved in the fundamental analysis of companies, which includes investigating new investment opportunities that are consistent with the firm's long-term philosophy and process, as well as maintaining the necessary research and updates on existing securities.

Senior Equity Analyst Taylor is a senior member of the investment team with all-cap research responsibilities. He is directly involved in the fundamental analysis of companies, which includes investigating new investment opportunities that are consistent with the firm's long-term philosophy and process, as well as maintaining the necessary research and updates on existing securities.
TaylorFinch

Taylor Finch, CFA


Senior Equity Analyst

  • Joined Century Management in 2012
  • Financial Professional since 2010
  • Baylor University, Summa Cum Laude, BBA Finance and Economics

Taylor is a senior member of the investment team with all-cap research responsibilities. He is directly involved in the fundamental analysis of companies, which includes investigating new investment opportunities that are consistent with the firm's long-term philosophy and process, as well as maintaining the necessary research and updates on existing securities.

Junior Equity Analyst Greyson is a member of the investment team with small and mid-cap responsibilities. As a junior analyst, his primary responsibilities include providing screening, modeling and general research support to senior research team members.
GreysonBrilliant

Greyson Brilliant


Junior Equity Analyst

  • Joined Century Management in 2016
  • Financial Professional since 2016
  • Rhodes College, Cum Laude, BA Commerce and Business

Greyson is a member of the investment team with small and mid-cap responsibilities. As a junior analyst, his primary responsibilities include providing screening, modeling and general research support to senior research team members.

Senior Trader John, a Level II CFA® Candidate, is a senior member of the CM trading team and investment team. He is primarily responsible for working with CM portfolio managers to execute trades and help implement CM investment strategies. Prior to joining Century Management, he was a senior market maker at Jefferies & Company and a senior equity trader at Fidelity Investments.
JohnBator

John M. Bator


Senior Trader

  • Joined Century Management in 2006
  • Financial Professional since 1992
  • Texas Tech University, BBA Marketing
  • Texas Christian University, MBA

John, a Level II CFA® Candidate, is a senior member of the CM trading team and investment team. He is primarily responsible for working with CM portfolio managers to execute trades and help implement CM investment strategies. Prior to joining Century Management, he was a senior market maker at Jefferies & Company and a senior equity trader at Fidelity Investments.

CFP®, ChFC®, Director of Business Development, Senior Financial Advisor As the director of business development and senior financial advisor, John meets with individual client prospects, brokers, consultants, and registered investment advisers about establishing a relationship with Century Management. This includes communicating our investment philosophy and various strategies, explaining the details of how our separately managed account and mutual fund programs work, providing financial planning, as well as helping individual clients choose the appropriate investment strategy given their specific financial goals and objectives. Prior to being the director of business development, John was a relationship manager and a service team manager.
JohnPurvis

John Purvis, CFP®, ChFC®


Director of Business Development
Senior Financial Advisor

  • Joined Century Management in 2003
  • Financial Professional since 1994
  • University of Texas, El Paso, BBA Finance
  • University of Houston, MBA

As the director of business development and senior financial advisor, John meets with individual client prospects, brokers, consultants, and registered investment advisers about establishing a relationship with Century Management. This includes communicating our investment philosophy and various strategies, explaining the details of how our separately managed account and mutual fund programs work, providing financial planning, as well as helping individual clients choose the appropriate investment strategy given their specific financial goals and objectives. Prior to being the director of business development, John was a relationship manager and a service team manager.

Trader Bill is a member of the CM trading and investment team. He is primarily responsible for working with CM portfolio managers to execute trades and help implement CM investment strategies. Prior to joining the CM trading team, he worked as Century Management's retail sales representative from 2003 to 2009 and as a relationship manager from 2002 until present. Bill is married and has one daughter.
BillBrilliant

Bill Brilliant


Trader

  • Joined Century Management in 2002
  • St. Louis University Parks College

Bill is a member of the CM trading and investment team. He is primarily responsible for working with CM portfolio managers to execute trades and help implement CM investment strategies. Prior to joining the CM trading team, he worked as Century Management's retail sales representative from 2003 to 2009 and as a relationship manager from 2002 until present. Bill is married and has one daughter.

CFP®, Relationship Manager As a relationship manager, John oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
JohnDixon

John B. Dixon, CFP®


Relationship Manager

  • Joined Century Management in 2001
  • Financial Professional since 1986
  • University of Texas, Austin, BA Economics

As a relationship manager, John oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

CFP®, CRPC, Relationship Manager As a relationship manager, Ed oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
EdButte

Ed E. Butte, CFP®, CRPC


Relationship Manager

  • Joined Century Management in 2002
  • Financial Professional since 1993
  • University of Houston, BA Business Administration

As a relationship manager, Ed oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

CFP®, CTFA, Relationship Manager As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
DavidLloyd

David B. Lloyd, CFP®, CTFA


Relationship Manager

  • Joined Century Management in 2004
  • Financial Professional since 1982
  • University of Colorado, Boulder, BA Environmental Design/Architecture
  • Graduate American Bankers Association National Graduate Trust School

As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

Relationship Manager As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
MarkOkamoto

Mark Okamoto


Relationship Manager

  • Joined Century Management in 2006
  • Financial Professional since 1983
  • University of Southern California, BS Business Administration

As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

Chief Compliance Officer, CMFC®, Project Manager Lisa is responsible for risk oversight and administration of the compliance programs for Century Management, CM Fund Advisors, and the CM Advisors Family of Funds.  Lisa is responsible for overseeing many internal projects and client service related functions. More specifically, she is responsible for building and maintaining Century Management's internal website; maintaining the integrity and content of our external websites; editing company newsletters, white papers, and other client communication and collateral material; and provides oversight in the measurement and quality control of our relationship management team. 
LisaStroud

Lisa A. Stroud, CMFC®


Chief Compliance Officer, Project Manager

  • Joined Century Management in 2002
  • Financial Professional since 1995
  • University of Houston, Clear Lake, BS Psychology and Sociology

Lisa is responsible for risk oversight and administration of the compliance programs for Century Management, CM Fund Advisors, and the CM Advisors Family of Funds.  Lisa is also responsible for overseeing many internal projects and client service related functions. More specifically, she is responsible for building and maintaining Century Management's internal website; maintaining the integrity and content of our external websites; editing company newsletters, white papers, and other client communication and collateral material; and provides oversight in the measurement and quality control of our relationship management team. 

CFA®, Relationship Manager As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.
Samuel D. Hale, CFA

Samuel D. Hale, CFA®


Relationship Manager

  • Joined Century Management in 2003
  • Financial Professional since 1967
  • University of California, Berkeley, BA History, MBA Finance

As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

Accounting and Reporting Team, Client Services Justin is a key participant in our accounting and reporting group and is responsible for processing the daily information needed to run our portfolio management, performance, accounting, and reporting system. He also provides oversight in the measurement and quality control of our relationship management team, assists in the workflow and communication between trading and client services, helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®), and assists in the production of quarterly fact sheets.
JustinVaughn

Justin Vaughn


Accounting and Reporting Team
Client Services

  • Joined Century Management in 2005
  • University of Richmond, BS Business Administration and Business Management

Justin is a key participant in our accounting and reporting group and is responsible for processing the daily information needed to run our portfolio management, performance, accounting, and reporting system. He also provides oversight in the measurement and quality control of our relationship management team, assists in the workflow and communication between trading and client services, helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®), and assists in the production of quarterly fact sheets.

Accounting and Reporting Team, Client Services Wanida is a key participant in our accounting and reporting group and is responsible for processing the daily information needed to run our portfolio management, performance, accounting, and reporting system. She also assists in the workflow and communication between trading and client services, helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®), and assists with special projects..
WanidaStegall

Wanida Stegall


Accounting and Reporting Team

  • Joined Century Management in 1999
  • Chulalongkorn University, Bangkok, Thailand, BA English
  • Texas State University, MBA

Wanida is a key participant in our accounting and reporting group and is responsible for processing the daily information needed to run our portfolio management, performance, accounting, and reporting system. She also assists in the workflow and communication between trading and client services, helps to ensure that Century Management is in compliance with Global Investment Performance Standards (GIPS®), and assists with special projects.

CMFC®, Client Support Meghan is responsible for client support related functions. This includes all account processing functions such as new account set up, client suitability updates, and wires. In addition, she helps provide administrative support to members of the Century Management client service team.
MeghanGraves

Meghan Graves, CMFC®


Client Support

  • Joined Century Management in 2012

Meghan is responsible for client support related functions. This includes all account processing functions such as new account set up, client suitability updates, and wires. In addition, she helps provide administrative support to members of the Century Management client service team.

Executive Assistant Anette is primarily responsible for assisting Jim Brilliant, the co-chief investment officer, chief financial officer, and portfolio manager, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls; meeting preparation; generating, facilitating, and organizing a variety of reports; and completing multiple projects that occur throughout the year. Anette also assists other members of the executive management team with their day-to-day responsibilities.
Anette Brewster

Anette Brewster


Executive Assistant

  • Joined Century Management in 2007
  • University of Texas, Austin, BA Government

Anette is primarily responsible for assisting Jim Brilliant, the co-chief investment officer, chief financial officer, and portfolio manager, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls; meeting preparation; generating, facilitating, and organizing a variety of reports; and completing multiple projects that occur throughout the year. Anette also assists other members of the executive management team with their day-to-day responsibilities.

Executive Assistant Linda is primarily responsible for assisting Arnold Van Den Berg, the company founder and co-chief investment officer, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls, meeting preparation, generating, facilitating, and organizing a variety of reports including power point presentations, and assisting with multiple projects that occur throughout the year. Linda also assists other members of the executive management team with their day-to-day responsibilities.
LindaMasters

Linda Masters


Executive Assistant

  • Joined Century Management in 2014
  • University of Houston, BS Psychology

Linda is primarily responsible for assisting Arnold Van Den Berg, the company founder and co-chief investment officer, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls, meeting preparation, generating, facilitating, and organizing a variety of reports including power point presentations, and assisting with multiple projects that occur throughout the year. Linda also assists other members of the executive management team with their day-to-day responsibilities.

Executive Assistant Nicole is primarily responsible for assisting Scott Van Den Berg, the President, chief operating officer, portfolio manager, and principal, with his day-to-day responsibilities. This includes daily scheduling of meetings and calls; meeting preparation; generating, facilitating, and organizing a variety of reports; and completing multiple projects that occur throughout the year. Nicole also assists other members of the client services team with their day-to-day responsibilities.
Information Technology Systems Administration and Integration He is responsible for installing, maintaining, and upgrading company network servers, backup servers, generators, the disaster recovery site, individual desk top computers, lap top computers, cell phones, computer peripherals, and all mission critical software.
JoelStegall

Joel Stegall


Information Technology Systems Administration and Integration

  • Joined Century Management in 2000
  • Technology professional since 1990
  • University of Texas, Austin, BS Anthropology, BS Hebrew, MS Kinesiology

He is responsible for installing, maintaining, and upgrading company network servers, backup servers, generators, the disaster recovery site, individual desk top computers, lap top computers, cell phones, computer peripherals, and all mission critical software.

Research Department Programming and Database Specialist Murray is responsible for creating, consolidating, and maintaining multiple software systems and databases into one useable internal program we call the "CM Dashboard". This allows our research department to distill the massive amount of financial data that is available into manageable spreadsheets, reports, and easy to use interfaces. In addition, Murray completes other programming requests for the many special and one-time projects that occur throughout the year, as well as automates routine and sometimes complex tasks that help save time and additional resources.
MurrayWilliams

Murray Williams


Research Department Programming and Database Specialist

  • Joined Century Management in 2003
  • Technology/programming professional since 1978
  • Missouri Western State University, BS Chemistry

Murray is responsible for creating, consolidating, and maintaining multiple software systems and databases into one useable internal program we call the "CM Dashboard". This allows our research department to distill the massive amount of financial data that is available into manageable spreadsheets, reports, and easy to use interfaces. In addition, Murray completes other programming requests for the many special and one-time projects that occur throughout the year, as well as automates routine and sometimes complex tasks that help save time and additional resources.

Senior Accountant Sue is responsible for overseeing payroll, tracking and processing company employee benefits, daily reconciliation of company financial statements, and working with outside accounting firms to achieve audited financial statements.
SueDaay

Sue Daay


Senior Accountant

  • Joined Century Management in 2001
  • Accounting Professional since 1981
  • University of Kansas, BS Business Administration

Sue is responsible for overseeing payroll, tracking and processing company employee benefits, daily reconciliation of company financial statements, and working with outside accounting firms to achieve audited financial statements.

OUR VIEWS

VIEW ALL