Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window

Olstein Capital Management LP

4 Manhattanville Road
Purchase, New York 10577
United States
Contact :      
Phone :       866-922-8733
Fax :             866-922-8733
Email :
Web : 

Olstein Capital Management LP Information

Type of organization : Limited Partnership
Total Assets Managed ($Mil) : $565
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $565
Year Founded : 1995
Wrap Programs Offered? : Yes
# of Accounts Managed : 2
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Olstein Capital Management LP History

Founded in 1995, Olstein Capital Management, an independent, employee-owned investment adviser that seeks to identify the undervalued equity securities of companies with discernible financial strength, unique business fundamentals, a competitive edge and an ability to generate sustainable free cash flow. Rooted in the research and analytical techniques pioneered by Robert Olstein as co-founder of the Quality of Earnings Report, Olsteinís value-oriented investing philosophy is based on the premise that the price of a companyís common stock may not reflect the true value of its underlying business. In Olsteinís universe of investable stocks, there are always companies Ė whether they are good companies that have temporarily faltered, or companies facing adverse competitive, industry or economic issues Ė that have been punished by the market since investors fail to see their potential to create long-term shareholder value. For Olstein, determining if a company's accounting policies reflect business reality, assessing a company's Quality of Earnings, making accounting adjustments to eliminate management bias, and identifying positive or negative factors that may affect future free cash flow, are the keys to understanding the true potential of companies that have faltered or are facing temporary problems. In 1995 Mr. Olstein founded Olstein Capital Management, L.P. with four investment professionals and launched the Olstein All Cap Value Fund. In 2001 the firm entered into an investment advisory agreement with its first institutional client and in 2003 the firm entered into a sub-advisory agreement with Smith Barney Fund Management LLC to manage the Smith Barney Classic Values Fund (which later became the Legg Mason Partners Classic Values Fund). In 2006, the firm launched the Olstein Strategic Opportunities Fund which focuses its value approach on small- to mid-sized companies (SMID) that face unique strategic choices, challenges and problems, often as a result of the companyís size or expectations for growth. The firm has been registered with the United States Securities and Exchange Commission, as an investment adviser, since 1995 (SEC# 801-49252) and conducts all investment management and client service activities from offices located in Purchase, New York. Prior to November 1, 2006, Olstein Capital Management, L.P. was named Olstein & Associates, L.P. Olstein Capital Management is organized as a New York limited partnership and is controlled and operated by its general partner, Olstein Advisers, LLC, a Delaware limited liability company, which is owned by Olstein, Inc., Erik K. Olstein, Michael Luper and Eric R. Heyman. Olstein, Inc., the managing member of Olstein Advisers, LLC, is wholly owned by Robert A. Olstein. Olstein, Inc., Erik K. Olstein and Michael Luper are limited partners of Olstein Capital Management. Effective December 31, 2005, Olsteinís management redeemed the ownership interest of the Firmís passive limited partners. Since the Firmís passive limited partners were not involved, in any manner, in the Firmís operations this transaction did not have any effect on business operations.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 7 Analysts : 3
Portfolio Managers : 2 Traders : 2
Client Service : 4 Operation : 0

Olstein Capital Management LP Personnel

Ms.  Omni Team

Client Contact
Tel : 866-922-8733

Olstein Capital Management LP Product Name

Olstein US Multi-Cap Value Equity:Privately Managed Accounts
Olstein US SMID Value Equity:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.

Print  Close Window