Equity Investing

Van Cleef believes above-average equity returns are generated from a balance of capital appreciation and dividend income.

  • Research efforts consider both opportunities and risks on a limited number of ideas, leading to a patient approach.
  • We evaluate positions using a 2-3 year time horizon and will employ low-cost, passive strategies as appropriate.
  • A typical portfolio will normally hold 15-25 securities and is generally fully invested.
  • Annual turnover in a portfolio holding is estimated to be 15-30 percent.