VAN CLEEF ASSET Overview

Van Cleef Asset Managementinc is an investment advisor that manages 382.2 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 301MM in positions, representing 79% of the manager's regulatory AUM.

VAN CLEEF ASSET StockAlpha

-1.2%
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 CLEEF ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PGR 9.39% Financials 6.48% -0.69% 0 8%
VXF 8.63% ETF 3.11% 0.13% 1 1%
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FEATURED IN
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VAN CLEEF ASSET Founders and Key Employees

Name Title In Position Since
Martin J. Burke Portfolio Manager August-1993
Donald D. Lynch Portfolio Manager September-1993
Lino Sergo Corporate Secretary/Director Of Research December-2010
Geoffrey C. Hauck President/Chairman/Cio December-2010
Martin J. Burke Executive Vice President December-2010
Michelle A. Borelli Chief Compliance Officer/Treasurer December-2012

VAN CLEEF ASSET Brokers, Custodians, Auditors and Administrators

Type Company

VAN CLEEF ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss




Investing in securities involves the potential for loss of capital/principal. Clients should be prepared for the possibility of capital loss and understand the value of their investments can experience substantial price
volatility.
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The Van Cleef investment philosophy emphasizes publicly traded securities, employing a total return, all capitalization approach to the construction and investment of portfolios. Van Cleef believes “passive” exposures are appropriate and serve to compliment the actively managed portion of most portfolios.

Van Cleef is driven by a commitment to invest our client’s assets, as we invest our own assets. Our research efforts utilize a lateral organizational structure, encouraging participation from our entire firm. We seek thoughtful discussion of company information, industry dynamics and most impo...
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VAN CLEEF ASSET Portfolio Concentration

VAN CLEEF ASSET Location

3201 ENTERPRISE PKWY
SUITE 140
BEACHWOOD, Ohio
UNITED STATES, 44122

VAN CLEEF ASSET Contact Information

Phone Number: 216-464-0253
Fax Number: 216-464-3512
Website:

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