“We manage the legal and regulatory issues so our clients are free to focus on their investments.”
Why we don't talk to company management.
We are not looking for short-term outlooks or positive spins. Here's what we look for...Ask Us
James B. Kimmel
Senior Vice President, General Counsel and Chief Compliance Officer
YEARS AT OLSTEIN
James Kimmel is an industry leader in legal, compliance, and regulatory management who provides important insights and guidance for our Olstein team.
Jamie is a member of the Pennsylvania Bar Association and is registered In-House Counsel in New York. He is a member of the American Bar Association and formerly served as Vice Chairman of the Investment Products Committee, Banking Law Section of the New Jersey Bar Association. Jamie is a member of the Investment Company Institute, the National Association of Compliance Professionals and the Association of Corporate Counsel, where he serves on various committees.
As an experienced legal and compliance professional, Jamie has served as a speaker or panelist for a variety of organizations, including the Investment Company Institute, IA Watch, U.S. Bancorp Fund Services, and the New Jersey Bar Association, Banking Law Section.
Jamie was the Chief Compliance Officer of The Olstein Funds, Olstein's proprietary mutual fund group, from 2004 through 2018. Prior to joining our team, he served as Of Counsel in the Investment Management Group of Stradley Ronon Stevens & Young, L.L.P., and as Vice President and Assistant Counsel/Corporate and Securities Group in the legal department of Summit Bancorp. Jamie began his legal career as an associate in the Business and Finance Department of Morgan Lewis & Bockius, L.P. Jamie began his career at Wharton Econometrics as a databank manager. Jamie earned a B.A. in Economics from Haverford College and a J.D. and M.B.A. from the University of Michigan.
Why do we focus on Free Cash Flow?
It's the lifeblood of a business. Here's how it affects a company's value.Ask Us
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 +
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 +
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 herefor 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.