Últimas Notícias
SUPEROFERTA 0
OFERTA RELÂMPAGO: Garanta 50% OFF no InvestingPro | Pare de apostar, comece a investir
Garanta já sua oferta
Fecha

Olstein All Cap Value Fund Class C (OFALX)

Criar alerta
Novo!
Criar alerta
Site
  • Como uma notificação de alerta
  • Para usar esse recurso, verifique se você está conectado à sua conta
Aplicativo para celular
  • Para usar esse recurso, verifique se você está conectado à sua conta
  • Verifique se você está conectado com o mesmo perfil de usuário

Condição

Frequência

Uma vez
%

Frequência

Frequência

Método de Entrega

Status

Adicionar/Remover de uma Carteira Adicionar à carteira
Adicionar aos favoritos
Adicionar posição

Posição adicionada com êxito a:

Dê um nome à sua carteira de investimento
 
17,72 +0,62    +3,63%
12/05 - Dados em Atraso. Moeda em USD
  • Classificação da Morningstar:
  • Total de ativos: 17,84M
Tipo:  Fundo
Mercado:  EUA
Emissor:  Olstein
Classe de Ativo:  Ações
Olstein All Cap Value C 17,72 +0,62 +3,63%

OFALX - Visão Geral

 
Nesta página, você encontrará um perfil aprofundado de Olstein All Cap Value Fund Class C. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de OFALX, entre outras informações.
Categoria

Large Value

Total de ativos

17,84M

Despesas

2,17%

Data de início

34963

Informações de Contato

Endereço 44 Manhattanville Road
New York,NY 10577
United States
Telefone +1 8007992113

Principais Executivos

Nome Título Desde Até
Timothy Seung Joon Kang Vice President, Portfolio Manager 2022 Agora
Biografia Timothy S. Kang is a Senior Vice President and Portfolio Manager. Mr. Kang is a Portfolio Manager of the Olstein All Cap Value Fund and Olstein Strategic Opportunities Fund. He joined OCM’s investment research team in 2006. In 2022, Mr. Kang was promoted to the position of Portfolio Manager. Previously, he was promoted to the position of Senior Vice President and Senior Research Analyst in 2013. Mr. Kang has been quoted or featured in several business media outlets such as Barron’s, The Wall Street Journal Transcript, Bloomberg News, Bottom Line Personal, and GuruFocus Value Investing Live. Before joining OCM, he held the position of Vice President, Equity Research Analyst with Citigroup Asset Management covering Asia ex-Japan financial stocks, and assisted in covering U.S. bank stocks. Prior to that, he was an Assistant Vice President at PPM America, Inc., serving as a member of the high-yield bank loan team working on private bank loan transactions in all industry sectors. Mr. Kang has also served as a Senior Auditor at Arthur Andersen, L.L.P. Mr. Kang holds an M.S. in Accountancy from DePaul University, and a B.S.Sp. with a concentration in Economics from Northwestern University.
John Daniel Sullivan Vice President, Research Analyst 2022 Agora
Biografia John D. Sullivan, Jr., is a Vice President and Portfolio Manager. Mr. Sullivan is a Portfolio Manager of the Olstein All Cap Value Fund and Olstein Strategic Opportunities Fund. He joined OCM’s investment research team in 2005 as a Research Analyst. In 2022, Mr. Sullivan was promoted to the position of Portfolio Manager. Previously, he was promoted to the position of Vice President in 2013. John has been actively involved in the firm’s client servicing efforts providing portfolio updates in meetings with financial intermediaries, advisors and consultants. Mr. Sullivan holds a B.S. in Business Administration with a concentration in Finance and a minor in Economics from Fordham University. Mr. Sullivan is a CFA charterholder, member of the CFA Institute and New York Society of Security Analysts.
Eric Robert Heyman President, Director of Research and Co-Lead PM 2008 Agora
Biografia Eric R. Heyman is our President, Director of Research, and Portfolio Manager of the Olstein All Cap Value Fund and Olstein Strategic Opportunities Fund. Since joining OCM’s investment research team in January 1996 (within months of the firm’s inception), Mr. Heyman has held positions of increasing responsibility. Mr. Heyman has served as CoLead Portfolio Manager of the Olstein Strategic Opportunities Fund since its launch on November 1, 2006, and as Co-Lead Portfolio Manager of the Olstein All Cap Value Fund since October 31, 2008. In June 2005, Mr. Heyman was appointed Director of Research overseeing the ongoing generation of investment ideas, sector and company coverage and the orderly flow of information throughout the Research Department. In February 2022, Mr. Heyman was appointed President of the firm. He has authored articles on investing for Crain’s Publications and the American Association of Individual Investors (AAIII Journal); he has also been quoted or featured in numerous business media outlets such as The Wall Street Journal, The New York Times, Barron’s, Bloomberg News, Value Investor Insight, GuruFocus Value Investing Live, Money Life with Chuck Jaffe, SmartMoney, The Wall Street Transcript, and the Associated Press. Previously, Mr. Heyman held the position of Accountant with Norstar Energy, a subsidiary of Orange and Rockland Utility. Mr. Heyman holds a B.B.A. in Accounting from Pace University.
Robert Alan Olstein Chairman, CEO, CIO & Founder 1995 Agora
Biografia 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).
Richard A. Begun Principal, Portfolio Manager 2007 2008
Biografia Begun is a portfolio manager, he serves as co-portfolio manager and senior analyst from 2002 to September 2007, and has been a principal and portfolio Manager at the global equity management firm, Clay Finlay Inc.
Sean Reidy Portfolio Manager 2004 2007
Biografia Sean Reidy has served as Portfolio Manager of First Investors Management Company. Prior to joining FIMCO in 2010, Mr. Reidy was a proprietary trader at First New York Securities (2008-2010) and served as Co-Portfolio Manager and Research Director at Olstein Capital Management (1996-2007).
Diretrizes para Comentários

Nós o incentivamos a usar os comentários para se engajar com os usuários, compartilhar a sua perspectiva e fazer perguntas a autores e entre si. No entanto, a fim de manter o alto nível do discurso que todos nós valorizamos e esperamos, por favor, mantenha os seguintes critérios em mente:

  • Enriqueça a conversa
  • Mantenha-se focado e na linha. Só poste material relevante ao tema a ser discutido.
  • Seja respeitoso. Mesmo opiniões negativas podem ser enquadradas de forma positiva e diplomática.
  • Use estilo de escrita padrão. Incluir pontuação e letras maiúsculas e minúsculas.
  • NOTA: Spam e/ou mensagens promocionais ou links dentro de um comentário serão removidos.
  • Evite palavrões, calúnias, ataques pessoais ou discriminatórios dirigidos a um autor ou outro usuário.
  • Somente serão permitidos comentários em Português.

Os autores de spam ou abuso serão excluídos do site e proibidos de comentar no futuro, a critério do Investing.com

OFALX - Comentários

Escreva o que você pensa sobre Olstein All Cap Value Fund Class C
 
Tem certeza que deseja excluir esse gráfico?
 
Postar
Postar também no :
 
Substituir o gráfico anexado por um novo gráfico?
1000
A sua permissão para inserir comentários está atualmente suspensa devido a denúncias feitas por usuários. O seu status será analisado por nossos moderadores.
Aguarde um minuto antes de tentar comentar novamente.
Obrigado pelo seu comentário. Por favor, note que todos os comentários estão automaticamente pendentes, em nosso sistema, até que aprovados por nossos moderadores. Por esse motivo, pode demorar algum tempo antes que o mesmo apareça em nosso site.
 
Tem certeza que deseja excluir esse gráfico?
 
Postar
 
Substituir o gráfico anexado por um novo gráfico?
1000
A sua permissão para inserir comentários está atualmente suspensa devido a denúncias feitas por usuários. O seu status será analisado por nossos moderadores.
Aguarde um minuto antes de tentar comentar novamente.
Anexar um gráfico a um comentário
Confirmar bloqueio

Tem certeza de que deseja bloquear %USER_NAME%?

Ao confirmar o bloqueio, você e %USER_NAME% não poderão ver o que cada um de vocês posta no Investing.com.

%USER_NAME% foi adicionado com êxito à sua Lista de bloqueios

Já que acabou de desbloquear esta pessoa, você deve aguardar 48 horas antes de bloqueá-la novamente.

Denunciar esse comentário

Diga-nos o que achou desse comentário

Comentário denunciado

Obrigado!

Seu comentário foi enviado aos moderadores para revisão
Continuar com Apple
Cadastre-se com Google
ou
Cadastre-se com o e-mail