Before making a decision to invest, it is imperative to look for specific financial, competitive and structural characteristics that signal that the problems are temporary. READ MORE +
“Coming from a blue-collar family, I understand the value of a dollar and the importance of preserving capital.”
Where do we find value in the market?
We pursue unrecognized value, obscured by economic uncertainty or overshadowed by temporary, but solvable, problems. Ask UsMark Zichelli
Vice President, Regional Sales
23
YEARS AT
OLSTEIN
OLSTEIN
32
YEARS EXPERIENCE
Mark Zichelli's retail background as a financial consultant provides a strong foundation for understanding shareholder needs and communicating the benefits of value investing.
Mark joined the Olstein team in 2001 to direct our third-party distribution and development efforts. Prior to this, he conducted third-party sales for Jundt Associates, a growth-oriented investment management firm offering mutual funds and alternative investments, and Societe Generale Asset Management, the highly-regarded value equity firm (now known as First Eagle SoGen). Mark began his career as a Financial Consultant for Shearson Lehman Brothers and, following its acquisition by Smith Barney, served as Regional Sales Manager for Smith Barney Asset Management.
Mark holds a B.S. in Economics from Fordham University, where he was a four-year letterman on the football team and a member of the Gridiron Club. When he is away from work, Mark coaches youth football and lacrosse.
Recent Insights
It is an investment analyst's job to determine the economic realism of management's assumptions and to eliminate management biases by making the appropriate adjustments to reported earnings data. READ MORE +
A careful reading of the letter not only focuses on what management chooses to emphasize but also what management chooses to omit or minimize. READ MORE +
Only traders and speculators should be concerned about short-term stock price movements measured in months, days, or hours. READ MORE +
Comparing depreciation schedules to economic reality is a must for any investor when analyzing financial statements. READ MORE +
As a result of this emphasis on avoiding short-term volatility, investors have become more focused on short-term price movements. READ MORE +
We read for "heat," looking for subtle phrases or trigger words that, in our experience, may signal a significant change in an industry or company that could unlock or create significant long-term value for shareholders. READ MORE +
A company that communicates effectively with shareholders and other equity market participants can increase the probability of successful turnaround. READ MORE +