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Institutional Investors

Olstein Capital Management, L.P. offers its Multi-Cap Value Equity strategy and U.S. SMID Value Equity Strategy to institutional investors through separately managed accounts and the Olstein Funds. Through ongoing interactions with institutions and their consultants we develop a full understanding of client needs and offer our latest thinking on equity markets and portfolio strategies. Olstein’s investment management team communicates with clients regularly through investment commentaries and in-person portfolio reviews. We also support each institutional client through a relationship manager who serves as the primary point of contact by providing investment strategy and firm updates, fulfilling specific client reporting needs and addressing any account operational matters.

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.  

Past performance is no guarantee of future results. This information is not an offer to sell or a solicitation to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Important legal information – please read the disclaimer before proceeding. Be sure to read the Olstein Funds Privacy Policy before becoming a shareholder. Click here to read the disclaimer+