“As a value investor, you need to be grounded in your numbers and know the reason you own each business.”
Where do we find value in the market?
We pursue unrecognized value, obscured by economic uncertainty or overshadowed by temporary, but solvable, problems.Ask Us
John D. Sullivan, Jr., CFA
Vice President and Research Analyst
YEARS AT OLSTEIN
John Sullivan is a dedicated investment analyst who thrives on identifying misunderstood, overlooked, or temporarily troubled companies selling significantly below their intrinsic value.
John conducts fundamental analyses of stocks, prepares company-specific reports, and develops insights that help the portfolio management team launch effective value investment strategies. He joined Olstein Capital Management fulltime in 2005 after serving as a research intern the previous year.
As a CFA charterholder, John is a member of the CFA Institute and CFA Society New York. He holds a B.S. in Business Administration with a concentration in Finance and a minor in Economics from Fordham University.
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.