Robert Olstein
Olstein Capital Management, L.P.
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.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Healthcare Equipment & Supplies
Software & IT Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Professional & Commercial Services
Banking Services
Insurance
Automobiles & Auto Parts
Electronic Equipment & Parts
Media & Publishing
Healthcare Providers & Services
Aerospace & Defense
Other
Holdings
2026Q1
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
2.14%
-5.80K
$9.80M
$9.75M
278.20K
Electronic Equipment & Parts
2026-03-31
1.88%
-8.00K
$8.63M
$8.55M
119.00K
Food & Tobacco
2026-03-31
1.78%
+52.53K
$8.16M
$7.98M
174.00K
Financial Technology (Fintech) & Infrastructure
2026-03-31
1.78%
+18.70K
$8.15M
$8.09M
96.00K
Investment Banking & Investment Services
2026-03-31
1.78%
0.00
$8.14M
$8.03M
211.36K
Professional & Commercial Services
2026-03-31