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 +
“We are disciples and proponents of value investing and believe that a value approach should be part of every equity portfolio.”
Where do we find value in the market?
We pursue unrecognized value, obscured by economic uncertainty or overshadowed by temporary, but solvable, problems. Ask UsTimothy Ermi
Senior Vice President, Director of Business Development
19
YEARS AT
OLSTEIN
OLSTEIN
40
YEARS EXPERIENCE
Timothy Ermi's intelligent approach to business development is focused on helping companies use value strategies to realize their investment objectives.
Tim is responsible for creating effective initiatives that deliver our investment strategies to long-term investors. He also leads our client service team. Before joining Olstein Capital Management, Tim was employed at Credit Suisse Asset Management where he served as Vice President, Strategic Account Management and as Vice President, Product Development for CSAM's predecessor firm, BEA Associates. He previously held roles as Senior Vice President of Marketing for Dabney/Resnick Asset Management and Director of Marketing and Strategic Planning for Third Avenue Funds and its affiliated brokerage firm, MJ Whitman.
Tim serves on the Sales Force Marketing and Public Communications committees of the Investment Company Institute. He earned a B.A. in English from Villanova University and an M.B.A. in Marketing from New York University's Stern School of Business.
Recent Insights
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 +
A careful reading of the letter not only focuses on what management chooses to emphasize but also what management chooses to omit or minimize. READ MORE +
Only traders and speculators should be concerned about short-term stock price movements measured in months, days, or hours. READ MORE +
Comparing depreciation schedules to economic reality is a must for any investor when analyzing financial statements. READ MORE +
As a result of this emphasis on avoiding short-term volatility, investors have become more focused on short-term price movements. 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 +