“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 Council 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
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 +
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 +
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 +
LEGAL DISCLOSURES AND OTHER IMPORTANT INFORMATION
The fund recently experienced significant negative short-term performance due to market volatility associated with the COVID-19 pandemic.
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.