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
Link
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
Performance
YTD
-3.1%
3 Year
-19.56%
5 Year
24.83%
Best
28.88%
2019
Worst
-22.44%
2022
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
Q1 | 4.5% | 10.6% | -9% | 12.4% | -37.7% | 10.1% | -1.5% | 3% | 2.6% | - |
Q2 | -5.2% | -0.9% | -19.2% | 10.3% | 27.5% | 3.9% | 3.8% | -0.4% | -3% | -4.1% |
Q3 | - | -8.6% | -6.3% | -12.5% | 9% | -0.5% | 4.1% | -1.7% | 10.1% | -16.1% |
Q4 | - | 15% | 12.5% | 2.1% | 34.1% | 10.8% | -17% | 4.3% | 10.3% | 1.6% |
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.6% | 2.2% | 6% | -7.3% | - | - | - | - | - | - | - | - |
2023 | 15.3% | - | -4.1% | -3.1% | -5.4% | 8.1% | 2.1% | -5% | -5.8% | -6.2% | 7.9% | 12.5% |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
-3% | 14% | -22% | 11% | 16% | 29% | -14% | 6% | 0% | 0% |
Alpha
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
OFSFX | -3% | 14% | -22% | 11% | 16% | 29% | -14% | 6% | - | - |
Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
Alpha | -3% | 14% | 3% | -3% | -2% | 5% | -2% | -7% | - | - |