2006

This Manager is Heard, and Heeded

An in-depth profile of the Olstein Strategic Opportunity Fund includes a discussion of Olstein's approach to shareholder activism and a review of specific activist holdings.

Weighing Options with Robert Olstein

Robert Olstein weighs in on the options-backdating scandal.

Forensic Accounting: For Robert Olstein, the Primary Research Goal is to always follow the Money

Robert Olstein discusses six accounting alerts that can help an investor unmask a company's true financial health.

A Blanket View of Balance Sheets

In the second installment of a series on delving deeper into a company's financial statements, Eric Heyman outlines the lessons an investor can learn from a company's balance sheet.

Cutting through Form 10-Q's

Director of Research, Eric Heyman provides a tutorial on understanding the valuable information contained in a company's quarterly 10Q filing.

Stocks Are Like Shoes: Quality Matters

Robert Olstein discusses the impact of the Quality of Earnings on valuing companies.

Shareholder Activism: Are Mutual Funds Joining the Activist Fray?

An overview of four mutual funds with "demonstrating activist inclinations by taking part in noteworthy shareholder battles" includes the Olstein All Cap Value Fund.

Sew Up this Play

In his Activist Track column, James Altucher highlights Olstein's investment and 13D filing in JoAnn Stores.

Some Mutual Funds Are Joining the Activist Bandwagon

A discussion of mutual funds that engage in shareholder activism includes the Olstein All Cap Value Fund.

Reality Check: Accounting Alerts for Investment Advisors

Robert Olstein identifies the accounting smokescreens companies use to disguise problems and outlines the adjustments an investor must make to reported earnings to obtain an accurate picture of a company's economic reality and investment potential.

Reality Check: Accounting Alerts Every Investor Should Know

Investors must stop accepting financial reports and questionable accounting practices at face value.


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+