|4 Manhattanville Rd, Ste 102 , Purchase, NY 10577|
|Fund Manager||Robert A. Olstein|
|Manager Tenure||14 Years 10 Months|
The Olstein Strategic Opportunities Funds (the Fund or Strategic Opportunities Fund) investment objective is long-term capital appreciation and its secondary objective is income. The Fund seeks to achieve its objectives by investing primarily in common stocks of small- and mid-sized companies (small-cap or mid-cap stocks) that OCM believes are selling at a significant discount to private market value. The Fund uses several valuation methods to determine private market value, all of which emphasize expected future free cash flow. Future free cash flow represents the cash that a company is able to generate from operations after any required investment to maintain or expand its asset base (i.e., after required capital expenditures and working capital needs). For purposes of this investment policy, the Fund considers small- and mid-sized companies to be those with market capitalization values (share price multiplied by the number of shares of common stock outstanding) within the range represented in the Russell 2500TM Index (as of June 30, 2020, the Indexs weighted average market capitalization was approximately $4.74billion and the largest company in the Index had a market capitalization of approximately $14.16 billion).
|Asset Type||% Of Allocation|
|Total Net Assets||33.23 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|WCC||WESCO INTL INC||3.73%|
|PBH||PRESTIGE CONSUMER HEALTHCARE||3.54%|
|CENT||CENTRAL GARDEN & PET CO||3.40%|
|BLBD||BLUE BIRD CORPORATION||2.83%|
|ST||SENSATA TECHNOLOGIES HOLDING||2.67%|
|INS||INTELLIGENT SYSTEMS CORP||2.59%|
|CFG||CITIZENS FINANCIAL GROUP INC||2.57%|
Join the Action Alerts PLUS Community today!
Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.
Jim Cramer discusses Ford and the impact of the impending tax policy changes on the stock market.