OLSTEIN CAPITAL Overview

Olstein Capital Management L.p. is an investment advisor that manages 913.4 MM dollars in regulatory AUM and has 13 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 760MM in positions, representing 83% of the manager's regulatory AUM.

OLSTEIN CAPITAL StockAlpha

+0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OLSTEIN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LM 2.49% Financials 0.24% -0.65% 0 10%
ZBRA 2.34% Tech 19.8% 0.44% 1 6%
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FEATURED IN
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OLSTEIN CAPITAL Founders and Key Employees

Name Title In Position Since
Robert Alan Olstein Chairman/Ceo/Cio/Secretary June-1994
Erik Kendall Olstein President/Coo/Limited Partner June-1994
Michael Luper Senior Executive Vice President/Cco For The Bd/Limited Partner November-2004
Marc Harold Stoltz Financial & Operations Principal March-1995
James B Kimmel Senior Vice President, Chief Compliance Officer For The Ia & General Counsel June-2004

OLSTEIN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

OLSTEIN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

We follow an accounting-driven, value-oriented investing approach that emphasizes looking behind the numbers of financial statements based on the belief that the price of a common stock may not reflect the true value of a company’s underlying business. Our investment team employs analytical and valuation methods pioneered by Robert Olstein as co-founder and publisher of the Quality of Earnings Report. For us, reliable company valuations require a thorough understanding of a company’s accounting and reporting practices and an assessment of a company’s quality of earnings. Our investment team undertakes an intensive, in-depth analysis of the current and historical information contained in a company’s publicly disclosed financial statements and accompanying footnotes, shareholder reports, and other required disclosures to assess the quality of ea...
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OLSTEIN CAPITAL Portfolio Concentration

OLSTEIN CAPITAL Location

4 MANHATTANVILLE ROAD
PURCHASE, New York
UNITED STATES, 10577-2119

OLSTEIN CAPITAL Contact Information

Phone Number: 914-269-6100
Fax Number: 914-696-0737
Website:

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