Olstein Funds(3)

Value in Turnaround Situations

Olstein Strategic Opportunities Fund

US> Mid-Cap > Value

Apr 06, 2015

Small- to mid-sized companies that have ‘hit the wall’ or stumbled are generally neglected by investors, especially as negative news starts filtering in. Eric R. Heyman, portfolio manager of the Olstein Strategic Opportunities Fund, screens for companies whose financial resources and management heft can help them overcome strategic challenges and short-term problems reflected in their stock price.

Change Agents

Olstein Strategic Opportunities Fund

US> Mid-Cap > Value

Jun 03, 2010

In the turbulent seas of investing, companies need to change with the tides of market currents. The Olstein Strategic Opportunities Fund screens the marketplace for out-of-favor players suffering temporary setbacks or in need of a turnaround because of their failure to keep up with changing conditions. Portfolio manager Eric Heyman and his team look to invest in companies that are poised for transformation and have the financial strength to reenergize their business and earnings.

Strategic in Corporate Turnarounds

Olstein Strategic Opportunities Fund

US> Mid-Cap > Value

Mar 09, 2017

Investors tend to punish first and ask questions later as soon as small-cap stocks stumble. However, these smaller companies can overcome temporary problems and regain their growth profile if management stays focused on building the business. Eric R. Heyman, portfolio manager of the Olstein Strategic Opportunities Fund, is a patient investor  looking for long-term turnaround investment opportunities.