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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | The Olstein Strategic Opportunities Fund | - | - | ABM, BLBD, CENT, DIN, GTES, IVZ, SHYF, ST, VNT, VSH | consumer, industrials, small caps, technology, value | The fund focuses on companies selling at discounts to their intrinsic value based on their normalized ability to produce free cash flow. Market volatility enabled filling the portfolio with companies that had outstanding liquidity but were affected by short-term problems. | View | |
| 2023 Q4 | Feb 8, 2024 | The Olstein Strategic Opportunities Fund | - | - | AAPL, AMZN, CFG, CWK, FA, FITB, GHM, GNRC, GOOGL, HRL, INTC, KTB, LKQ, LUV, META, MSFT, NVDA, RTX, SHYF, TPG, TSLA, USB, VNT, VSH, WRK, ZBH | financials, free cash flow, industrials, Magnificent Seven, undervalued, value | Manager believes market leaders are about to change from high-growth Magnificent Seven stocks to undervalued companies selling at large discounts to intrinsic value. Focus on companies with strong fundamentals trading below normalized free cash flow calculations. | HRTX |
View |
| 2023 Q4 | Feb 29, 2024 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, HQI, MLP, PBPB, RSSS, SHYF | activism, Concentration, fundamentals, Microcap, small caps, value | Manager focuses exclusively on small and micro-cap companies with median market cap of $182mm. Portfolio represents commitment to securities unable to be included in indices due to size or liquidity constraints. Discusses challenges of small-cap performance in current market environment. | View | |
| 2022 Q4 | Feb 16, 2023 | Artko Capital | 6.9% | 1.6% | ACFN, CURN, GAIA, HQI, NTIC, PBPB, POL, RSSS, SHYF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||