“Be engaged. In our business, we can never be on autopilot. We are active managers because we believe in the logic of value investing.”
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
President, Chief Operating Officer and Chief Financial Officer
YEARS AT OLSTEIN
Michael Luper provides valuable firm-wide leadership ranging from finance to technology. His pragmatic, collaborative approach keeps us nimble and relevant in an evolving market.
As President and COO, Michael is responsible for day-to-day management of the firm with primary oversight of client development and relationship management, information technology, human resources, compliance, and administration of the operational aspects of research, trading and portfolio management. As CFO, Michael oversees the financial aspects of the firm.
He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. With a commitment to his local community, Michael serves on the Audit Committee of the Katonah-Lewisboro Union Free School District and was elected to the board of his homeowners' association.
Prior to joining the Olstein team, Michaelwas a staff accountant with J. H. Cohn & Company (now CohnReznick LLP), among the largest accounting and consulting firms in the United States. He holds a B.A. in Accounting from The College of New Jersey (formerly Trenton State College).
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
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.