Profile
Mr. H.
Steel Bokhof, Jr., is a Vice Chairman & Portfolio Manager at Optimum Investment Advisors LLC.
He founded the firm with Andrew Goodwin in 1989.
He currently serves as Portfolio Manager for the Large Cap Growth Strategy and member of the Investment Committee.
With over 50 years of industry experience, Mr. Bokhof worked previously at Northern Trust Company, where he was Vice-President and Portfolio Manager in the institutional money management division.
Prior to the Northern Trust, he held a management position with Investment Advisor Institutional Capital Corporation and spent eight years in Institutional Equity Sales with Salomon Brothers.
He attended Kenyon College and received his BS/BA from Northwestern University in 1959.
Steel Bokhof active positions
| Companies | Position | Start |
|---|---|---|
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options. | Founder | 01/01/1989 |
Former positions of Steel Bokhof
| Companies | Position | End |
|---|---|---|
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | 31/12/1988 |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Corporate Officer/Principal | - |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Institutional Capital (ICAP) employs a value-driven investment process that seeks underpriced large-cap securities that have a clear catalyst for significant price appreciation within a definable time horizon. The firm focuses on exploiting market inefficiencies by combining their valuation discipline with dynamic catalyst identification through independent, global fundamental research. ICAP's analysts develop a target price based on fundamental research. They concentrate on stocks that are undervalued by at least 15% and avoid stocks with the most negative earnings revisions. ICAP seeks to identify catalysts they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. They strive to control risk on a bottom-up, stock-by-stock basis. | Corporate Officer/Principal | - |
Training of Steel Bokhof
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Institutional Capital (ICAP) employs a value-driven investment process that seeks underpriced large-cap securities that have a clear catalyst for significant price appreciation within a definable time horizon. The firm focuses on exploiting market inefficiencies by combining their valuation discipline with dynamic catalyst identification through independent, global fundamental research. ICAP's analysts develop a target price based on fundamental research. They concentrate on stocks that are undervalued by at least 15% and avoid stocks with the most negative earnings revisions. ICAP seeks to identify catalysts they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. They strive to control risk on a bottom-up, stock-by-stock basis. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options. | Finance |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
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