Olstein Strategic Opportunities C (OFSCX)
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Olstein Strategic Opportunities C
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management information
Robert Alan Olstein,Lead manager since 31 October 2006
Robert A. Olstein is our Chairman, Chief Executive Officer, Chief Investment Officer, and founder. He has long been recognized as one of the financial community’s most astute and original research analysts and money managers, and is a leading expert on looking behind the numbers of financial statements to assess the quality of earnings that a company reports. In 1995, he founded Olstein Capital Management, L.P. and the Olstein All Cap Value Fund.
In 1971, Mr. Olstein co-founded The Quality of Earnings Report, a pioneering research service for institutional and professional investors that employed forensic analysis of financial statements and their footnotes to alert institutional investors to deviations between a company’s reported earnings and its economic reality. In the early 1980’s, Mr. Olstein became an investment adviser, applying the Quality of Earnings philosophy as Senior Portfolio Manager/Senior Vice President at Smith Barney where he managed discretionary accounts for individual and institutional investors. Prior to co-founding The Quality of Earnings Report, Mr. Olstein was a Securities Analyst with Scheinman, Hochstin & Trotta and was employed at Arthur Andersen & Co. Mr. Olstein also served as an Instructor of Business Statistics at Hofstra University.
Robert Olstein is a member of the CFA Institute and the New York Society of Security Analysts and has contributed to, or authored, numerous articles on corporate reporting and disclosure practices in The Wall Street Journal, Business Week, The New York Times, and Barron’s. He is a past recipient of the Financial Analysts Federation (now CFA Institute) Graham & Dodd Scroll Award (1973), which he received, “in recognition of an outstanding feature article published in the Financial Analyst Journal.” Mr. Olstein was a featured speaker at the CFA Institute’s 2007 Equity Research and Valuation Techniques Conference and authored “Reality Check: Accounting Alerts for Investment Advisors,” which appeared in the January 2006 issue of The CPA Journal. Mr. Olstein also was featured in the 2002 book, Value Investing with the Masters, published by the New York Institute of Finance. Mr. Olstein holds an M.B.A. in Accounting and B.A. in Mathematical Statistics from Michigan State University. Michigan State has recognized Mr. Olstein’s distinguished career by awarding him the 2005 Outstanding Alumni Achievement Award (Broad Graduate School of Management).
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Value
Fund familyOlstein
Net assets86.14M
YTD return2.61%
Yield0.00%
Morningstar rating★
Inception date10 May 2015
Fund operations
Last dividend0.00
Last cap gain6.00
Holdings turnover26.00%
Average for categoryN/A
Fees and expenses
ExpenseOFSCXCategory average
Annual report expense ratio (net)1.35%1.16%
Prospectus net expense ratio1.35%N/A
Prospectus gross expense ratio1.48%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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