Featured Press

Money Life with Chuck Jaffe Show Features John Sullivan

Portfolio manager John Sullivan discusses Olstein’s investment approach and process with Chuck Jaffee.   LISTEN NOW +

Value Investing Live Broadcast with Eric Heyman and Tim Kang

In this broadcast of the GuruFocus Value Investing Live series, Eric Heyman and Tim Kang discuss Olstein's investment philosophy and singular approach to finding value.   WATCH VIDEO +

Olstein Strategic Opportunities Fund Named Top Performer

Using its proprietary Fund Manager Ratings system, CityWire Professional Buyer ranked the Olstein Strategic Opportunities Fund as the Fund with the best risk-adjusted returns for the three-year period ended March 31, 2021.

Analyzing a Company's Ability to Generate Free Cash Flow

Eric Heyman and Tim Kang discuss how Olstein analyzes the ability of small- to mid-sized companies to generate free cash flow in the face of strategic challenges. Olstein's in-depth analysis seeks to identify both positive and negative factors that may mask or obscure a company's true cash flow potential.   READ MORE +

Value Investor Bob Olstein: Quarterly Earnings Estimates by Companies Should be ‘Illegal

Olstein calls for an end to quarterly earnings estimates & guidance and explains why he believes this practice is harmful to investors.   READ MORE +

Investing in the Undervalued Stocks of SMID Companies

Eric Heyman and Tim Kang discuss how Olstein identifies and analyzes small- to mid-sized companies that have been unfairly punished by short-term factors. The market's reaction to SMID companies that stumble creates unique investment opportunities for long-term value investors.

Seeking Solid Businesses Facing Strategic Challenges

Eric Heyman discusses how Olstein's 'looking-behind-the-numbers' approach and emphasis on quality of earnings, helps identify favorable investment opportunities in companies facing strategic challenges.

Strategic in Corporate Turnarounds

Eric Heyman explains how Olstein finds value in companies facing temporary problems or in need of an operational turnaournd.

Value Investor Olstein Calls For Elimination of Adjusted Earnings

In an interview with CNBC, Robert Olstein calls for an end to companies reporting their adjusted earnings.   READ MORE +

A Case for Not Talking to Management

In this by-lined article, Eric Heyman explains why Olstein avoids management contact when assessing the issues affecting a company's prospects and value.   READ MORE +

What You Can Learn From Shareholder Letters

Eric Heyman explains how Olstein analyzes company communications to assess management's strategy and performance.   READ MORE +

Don't Overlook Shareholder Letters

Robert Olstein discusses how a thoughtful review of company communications can provide valuable insights into management's priorities and a company's financial health.   READ MORE +

Down to the Letter

In their "Editor's Letter" John Heins and Whitney Tilson highlight an important qualitative aspect of Olstein's forensic analysis -- a careful reading of the shareholder letter section of a company's annual report.   READ MORE +

My Stock's in Turnaround

Written by Olstein Funds' founder and chairman, Robert A. Olstein, this article discusses the challenges of investing in corporate turnarounds, identifies favorable factors that an investor should seek in such situations and alerts that a company may not be able reverse its decline.   READ MORE +

Which Way Forward for Underperforming Companies

Written by Eric Heyman, co-portfolio manager of the Olstein Strategic Opportunities Fund, this article discusses Olstein's approach to analyzing and investing in corporate turnarounds.   READ MORE +


2022

Money Life with Chuck Jaffe Show Features John Sullivan

Portfolio manager John Sullivan discusses Olstein’s investment approach and process with Chuck Jaffee.   LISTEN NOW +


LEGAL DISCLOSURES AND OTHER IMPORTANT INFORMATION

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.  

Fund holdings are subject to change at any time.  

Please click here for fund holdings for Olstein All Cap Value Fund.
Please click here for fund holdings for Olstein Strategic Opportunities Fund.

Cash flow is the net amount of cash and cash-equivalents being transferred into and out of a business. At the most fundamental level, a company’s ability to create value for shareholders is determined by its ability to generate positive cash flows, or more specifically, maximize long-term free cash flow. Free cash flow represents the cash a company generates after accounting for cash outflows to support operations and maintain its capital assets. Unlike earnings or net income, free cash flow is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet.

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+