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๋กœ๋ฒ„ํŠธ ์˜ฌ์Šคํƒ€์ธ

Olstein Capital Management, L.P.

๋กœ๋ฒ„ํŠธ A. ์˜ฌ์Šคํƒ€์ธ์€ ์˜ฌ์Šคํƒ€์ธ ํŒŒ์ด๋‚ธ์…œ ์–ผ๋Ÿฟ ํŽ€๋“œ(OFALX)์˜ ํšŒ์žฅ์ด์ž ์ตœ๊ณ ํˆฌ์ž์ฑ…์ž„์ž(CIO)์ž…๋‹ˆ๋‹ค. ๊ทธ๋Š” ๊ธฐ์—…์˜ ์žฌ๋ฌด ๊ณต์‹œ ๋ฐ ๋ณด๊ณ  ๊ด€ํ–‰ ๋ถ„์•ผ์˜ ์ „๋ฌธ๊ฐ€๋กœ ์•Œ๋ ค์ ธ ์žˆ์Šต๋‹ˆ๋‹ค. 1971๋…„, ๊ทธ๋Š” โ€œQuality of Earnings Report(์ˆ˜์ต์˜ ์งˆ ๋ณด๊ณ ์„œ)โ€ ์„œ๋น„์Šค๋ฅผ ๊ณต๋™ ์„ค๋ฆฝํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์žฌ๋ฌด์ œํ‘œ์™€ ์†์ต๊ณ„์‚ฐ์„œ๋ฅผ ๋ถ„์„ํ•˜๊ธฐ ์œ„ํ•ด ์ถ”๋ก ์  ์žฌ๋ฌด ์Šคํฌ๋ฆฌ๋‹ ๊ธฐ๋ฒ•์„ ์‚ฌ์šฉํ•˜๋Š” ๊ฐœ๋…์„ ์ฒ˜์Œ ๋„์ž…ํ•œ ์„œ๋น„์Šค์˜€์Šต๋‹ˆ๋‹ค. ์ด ๋ณด๊ณ ์„œ๋Š” ๊ธฐ๊ด€ ํฌํŠธํด๋ฆฌ์˜ค ๋งค๋‹ˆ์ €๋“ค์—๊ฒŒ ๊ธฐ์—…์˜ ๋ฏธ๋ž˜ ์ˆ˜์ต๋ ฅ๊ณผ ์ฃผ์‹ ๊ฐ€์น˜์— ์˜ํ–ฅ์„ ์ค„ ์ˆ˜ ์žˆ๋Š” ๊ธ์ •์  ๋˜๋Š” ๋ถ€์ •์  ์š”์ธ๋“ค์„ ๊ฒฝ๊ณ ํ•˜๋Š” ๋ฐ ๋ชฉ์ ์ด ์žˆ์—ˆ์Šต๋‹ˆ๋‹ค.

๋ณด์œ  ์ฃผ์‹
์ž์‚ฐ ๊ทœ๋ชจ
% Top 10
99
$458.07M
19.43%
์ตœ์‹ 2026Q1
์ตœ๋‹ค ๋งค์ˆ˜AVTR (US)
์ตœ๋‹ค ๋งค๋„IART (US)

์ฃผ์‹ ๊ฑฐ๋ž˜

์ „์ฒด

๋งค์ˆ˜

๋งค๋„

๋ฒˆํ˜ธ
์ด๋ฆ„
๋™์ž‘
๊ฑฐ๋ž˜ ์ฃผ์‹ ์ˆ˜
% ๋ณ€๋™๋ฅ 
์ด ๋ณด์œ  ์ฃผ์‹ ์ˆ˜
์‹œ๊ฐ€ ์ด์•ก (๋‚ ์งœ)
๋ฐœํ–‰์ผ
๊ด€์‹ฌ ๋ชฉ๋ก
Avantor Inc (US)
AVTR
๋งค์ˆ˜
+392.00K
+47.90%
1.21M
$9.49M
2026-03-31
๎™›
Integra Lifesciences Holdings Corp (US)
IART
๋‚˜๊ฐ€๊ธฐ
-123.00K
-100.00%
0.00
$0.00
2026-03-31
๎™›
Schlumberger NV (US)
SLB
๋งค๋„
-85.00K
-38.60%
135.00K
$6.94M
2026-03-31
๎™›
4
Kulicke and Soffa Industries Inc (US)
KLIC
๋งค๋„
-81.46K
-57.20%
61.00K
$4.01M
2026-03-31
๎™›
5
Fidelity National Information Services Inc (US)
FIS
๋งค์ˆ˜
+52.53K
+43.20%
174.00K
$8.16M
2026-03-31
๎™›
6
SS&C Technologies Holdings Inc (US)
SSNC
๋งค์ˆ˜
+50.00K
+90.90%
105.00K
$7.09M
2026-03-31
๎™›
7
Baxter International Inc (US)
BAX
๋งค์ˆ˜
+47.00K
+11.30%
464.00K
$7.79M
2026-03-31
๎™›
8
Korn Ferry (US)
KFY
๋งค์ˆ˜
+43.05K
+55.90%
120.00K
$7.55M
2026-03-31
๎™›
9
Southwest Airlines Co (US)
LUV
๋งค๋„
-43.00K
-33.90%
84.00K
$3.16M
2026-03-31
๎™›
10
Target Corp (US)
TGT
๋งค๋„
-35.55K
-43.40%
46.45K
$5.63M
2026-03-31
๎™›
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์œ„ํ—˜ ๊ฒฝ๊ณ : ์ €ํฌ ์›น์‚ฌ์ดํŠธ์™€ ๋ชจ๋ฐ”์ผ ์•ฑ์€ ํŠน์ • ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ผ๋ฐ˜์ ์ธ ์ •๋ณด๋งŒ์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค. Finsights๋Š” ์žฌ์ •์  ์กฐ์–ธ์ด๋‚˜ ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜์ง€ ์•Š์œผ๋ฉฐ, ์ด๋Ÿฌํ•œ ์ •๋ณด ์ œ๊ณต์ด Finsights๊ฐ€ ๊ธˆ์œต ์กฐ์–ธ์ด๋‚˜ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜๋Š” ๊ฒƒ์œผ๋กœ ํ•ด์„๋˜์–ด์„œ๋Š” ์•ˆ ๋ฉ๋‹ˆ๋‹ค.
ํˆฌ์ž ์ƒํ’ˆ์€ ํˆฌ์ž ์›๊ธˆ ์†์‹ค์„ ํฌํ•จํ•œ ์ƒ๋‹นํ•œ ํˆฌ์ž ์œ„ํ—˜์— ๋…ธ์ถœ๋˜์–ด ์žˆ์œผ๋ฉฐ, ๋ชจ๋“  ์‚ฌ๋žŒ์—๊ฒŒ ์ ํ•ฉํ•˜์ง€ ์•Š์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ํˆฌ์ž ์ƒํ’ˆ์˜ ๊ณผ๊ฑฐ ์„ฑ๊ณผ๋Š” ๋ฏธ๋ž˜ ์„ฑ๊ณผ๋ฅผ ๋ณด์žฅํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.
Finsights๋Š” ์ œ3์ž ๊ด‘๊ณ ์ฃผ๋‚˜ ์ œํœด์‚ฌ๊ฐ€ ์ €ํฌ ์›น์‚ฌ์ดํŠธ๋‚˜ ๋ชจ๋ฐ”์ผ ์•ฑ ๋˜๋Š” ๊ทธ ์ผ๋ถ€์— ๊ด‘๊ณ ๋ฅผ ๊ฒŒ์žฌํ•˜๊ฑฐ๋‚˜ ์ „๋‹ฌํ•  ์ˆ˜ ์žˆ๋„๋ก ํ—ˆ์šฉํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์‚ฌ์šฉ์ž๊ฐ€ ๊ด‘๊ณ ์™€ ์ƒํ˜ธ์ž‘์šฉํ•˜๋Š” ๋ฐฉ์‹์— ๋”ฐ๋ผ ์ด๋“ค๋กœ๋ถ€ํ„ฐ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
ยฉ ์ €์ž‘๊ถŒ: FINSIGHTS MEDIA PTE. LTD. ๋ชจ๋“  ๊ถŒ๋ฆฌ ๋ณด์œ