Olstein Strategic Opportunities Fund

4 Manhattanville Rd.,
Purchase , NY, 10577

Rank

Rank Universe

Summary

The fund seeks primarily capital appreciation in the long term and secondarily income by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies that are trading at significant discounts to their estimate of private market value.

The team evaluates private market valu

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Directors

Sep 13, 2019
  • FRED W. LANGE
  • JOHN LOHR
  • D. MICHAEL MURRAY
  • LAWRENCE K. WEIN
  • DANIEL G. NELSON
  • ERIK K. OLSTEIN
  • ROBERT A. OLSTEIN

Chief Compliance Officer

  • JAMES B. KIMMEL

Fund Manager(s)

  • Eric Heyman
  • Robert Olstein
  • Timothy Kang
  • John Sullivan

Price

  • $22.62 ( +0.07 ) Nov 1, 2024 Last Close
  • Net Assets
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 47.5%
  • Expense Ratio
  • 1.48%

Documents

Prospectus

Annual Reports

Fact Sheet

Q4 2021 Q3 2021 Q2 2021

Performance

YTD

-3.1%

3 Year

-19.56%

5 Year

24.83%

Best

28.88%

2019

Worst

-22.44%

2022

Alpha

OFSFX Russell 2000 Index

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