10 May 2012 Robert Olstein: Strength in Numbers ( Portfolio )
Olstein Capital’s Robert Olstein and Eric Heyman explain where they look first for insight in financial statements, why they started an activist-focused fund, why they’re happy that fundamental value investing isn’t particularly in vogue, and why they believe Sealed Air, Harman International, Dr Pepper Snapple, Intel and Checkpoint Systems are mispriced.