Robert Olstein

Robert Olstein

Olstein Capital Management, L.P.
Last update 2018-11-07 120 Stocks (8 new)
Value $747.00 Mil Turnover 9 %
Top Holdings: DISCK(1.9%) ZBH(1.87%) WCC(1.86%) LM(1.74%) OI(1.65%)
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Robert Olstein Profile

Robert A. Olstein is the Chairman and Chief Investment Officer of the Olstein Financial Alert Fund (OFALX). He is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he co-founded the "Quality of Earnings Report" service, which pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company's future earnings power and value of a company's stock.

Robert Olstein Investing Philosophy

Robert Olstein selects stocks by looking behind the numbers. He emphasizes a detailed look behind the numbers of a company's financial statement to assess the company's financial strength and assess potential downside risk. He believes that the Fund's objectives are best met by a "defense first" approach - an approach aimed at minimizing investment errors as opposed to finding companies with the highest appreciation potential without regard for downside risk. To qualify for his selection, a company must generate more cash flow than necessary to sustain the business, avoid aggressive accounting practices, demonstrate balance sheet fundamentals that are consistent with his defense first approach, and be selling at a discount to the private market value. Robert Olstein sells a stock when the stock appreciates to his appraised value.

Historical Allocation of Stock, Bonds, Cash

Performance of Olstein All Cap Value Fund

YearReturn %S&P500 %Excess Gain %
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Commentaries and Stories
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Robert Olstein Keeps Buying Caterpillar, Moody
Guru increased holdings of these 7 stocks
0 Votes
35 Views    Tiziano Frateschi    2018-11-28 17:26
Robert Olstein Sells Stericycle, Trims Apple
Guru's largest sales of the 3rd quarter
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33 Views    Tiziano Frateschi    2018-11-09 21:56
Robert Olstein’s Top 5 New Buys
Guru releases 3rd-quarter portfolio
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209 Views    Sydnee Gatewood    2018-11-08 17:22
Robert Olstein’s 5 New Positions for 2nd Quarter
Top buys include Disney and Goldman Sachs
0 Votes
178 Views    James Li    2018-08-08 21:43
Medtech Gurus Prefer
The industry is set to grow to $15.58 billion by 2023. Here are gurus' top picks
0 Votes
137 Views    Yamil Berard    2018-07-26 19:56
Robert Olstein's 7 Buys in the 1st Quarter
The guru opened stakes in communications equipment, an organic beverage maker and in 'America's Diner'
1 Votes
336 Views    Yamil Berard    2018-05-11 14:07
9 Stocks Robert Olstein Continues to Buy
The guru added to these positions in the past 2 quarters
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299 Views    Tiziano Frateschi    2018-02-16 20:01
Robert Olstein’s Top 5 New Buys
Guru releases 4th-quarter portfolio
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179 Views    Sydnee Gatewood    2018-02-09 16:52
Robert Olstein Keeps Buying IBM, Goodyear
9 positions the investor increased in the past 2 quarters
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168 Views    Tiziano Frateschi    2017-11-13 19:27
Robert Olstein Picks Up 4 Consumer Defensive Stocks
Guru exits position in Big Lots
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498 Views    Sydnee Gatewood    2017-11-09 16:04

Top Ranked Articles
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Fossil: A Joel Greenblatt Bargain Stock
4 Votes
1249 Views    Jonathan Poland    2015-05-28 18:12
RBC Is a Deal - Guru Robert Olstein Thinks So, Too
Guru Robert Olstein recently added to RBC. With the price around $58, long-term patient investors should consider a position, too
4 Votes
1339 Views    Douglas Eugene    2016-03-06 01:19
Olstein All-Cap Value Fund 2015 Letter to Shareholders
Robert Olstein addresses investors
2 Votes
1768 Views    Holly LaFon    2016-03-03 23:28
Olstein All Cap Value Fund First Quarter Commentary
Buys, sells, investment strategy
2 Votes
1352 Views    Holly LaFon    2016-06-01 16:39
Robert Olstein: We like to buy bad news
2 Votes
1667 Views    gurufocus    2005-04-07 21:48
Olstein Funds 2015 Annual Letter to Shareholders
Olstein All-Cap Fund and Olstein Strategic Opportunities Fund
2 Votes
3826 Views    Holly LaFon    2015-09-24 15:19
Robert Olstein: Buy Bed Bath And Beyond, Stay Away From Netflix and Amazon
Value investor recommends domestic retailer but avoids tech darlings
2 Votes
1937 Views    Bram de Haas    2016-04-26 14:55
Olstein All Cap Value Fund 2nd Quarter Letter to Shareholders
Considering risk and staying the course in turbulent times
1 Votes
962 Views    Holly LaFon    2016-09-01 18:19
Robert Olstein Buys Disney, Zoetis, Michael Kors in the 1st Quarter
Olsten added a total of seven new stocks
1 Votes
1794 Views    Holly LaFon    2016-05-09 22:15