Topics

Our Second Decade of Thought Leadership

Celebrating our twentieth anniversary with insights from our second decade.  READ MORE+


Investment Leaders

Robert A. Olstein

Chairman, Chief Investment Officer and Lead Portfolio Manager

Eric R. Heyman

President, Lead Portfolio Manager and Director of Research

Tim S. Kang

Senior Vice President and Portfolio Manager

John D. Sullivan, Jr., CFA

Vice President and Portfolio Manager

Olstein Insights

Olstein Notes

Finding Value in Corporate Turnarounds

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 +

Evolution of an Investment - From Idea to Portfolio Holding

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 +

Reversing Course Requires Distinct Skill and Focused Plan

A company that communicates effectively with shareholders and other equity market participants can increase the probability of successful turnaround.  READ MORE +

What Is Activist Investing? A Catalyst for Change

The activist's goal is to create a catalyst or triggering event that will increase shareholder value and result in stock price appreciation.  READ MORE +

LEGAL DISCLOSURES AND OTHER IMPORTANT INFORMATION

Investing involves risk including possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the Olstein Funds.  This and other important information is contained in the prospectus, which should be read carefully before investing.  For a copy, click the prospectus link below.  

Fund holdings are subject to change at any time.  

Please click here for fund holdings for Olstein All Cap Value Fund.
Please click here for fund holdings for Olstein Strategic Opportunities Fund.

Cash flow is the net amount of cash and cash-equivalents being transferred into and out of a business. At the most fundamental level, a company’s ability to create value for shareholders is determined by its ability to generate positive cash flows, or more specifically, maximize long-term free cash flow. Free cash flow represents the cash a company generates after accounting for cash outflows to support operations and maintain its capital assets. Unlike earnings or net income, free cash flow is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet.

Past performance is no guarantee of future results. This information is not an offer to sell or a solicitation to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Important legal information – please read the disclaimer before proceeding. Be sure to read the Olstein Funds Privacy Policy before becoming a shareholder. Click here to read the disclaimer+