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 03/31/21. The fund's latest filing disclosed 639MM in positions, representing 167% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/21. The fund's latest filing disclosed 639MM in positions, representing 167% of the manager's regulatory AUM.
VAN CLEEF ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VAN CLEEF ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PGR | 12.55% | Financials | -0.27% | -0.69% | 0 | 2% | ||
| VXF | 9.34% | ETF | 5.64% | -0.57% | 1 | 1% | ||
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FEATURED IN
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.
_
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...
Unlock Full Investment Process Description
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.
_
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...
Unlock Full Investment Process Description
VAN CLEEF ASSET Portfolio Concentration
VAN CLEEF ASSET Location
3201 ENTERPRISE PKWY
SUITE 140
BEACHWOOD, Ohio
UNITED STATES, 44122
SUITE 140
BEACHWOOD, Ohio
UNITED STATES, 44122
VAN CLEEF ASSET Contact Information
Phone Number: 216-464-0253
Fax Number: 216-464-3512
Website: http://vancleefinc.com
Fax Number: 216-464-3512
Website: http://vancleefinc.com
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