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John Oltesvig

Mr. John Oltesvig

President, OEM SERVCO

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Member of the Transportation Council

Council Member Biography

John Oltesvig is the President of OEM SERVCO, an independent consulting firm specializing in providing contract consulting services on managing engineering and manufacturing operations in truck, automotive, aerospace, and semiconductor industries in US, Asia, and Europe. Mr. Oltesvig has more than 20 years of executive management experience with Navistar International, Allied Signal, TRW, Valeo Automotive and MEMC Electronic Materials. He also has experience in managing OEM operations during a 10 year career at General Motors Corporation. Mr. Oltesvig Served as a Staff Vice President at Navistar and as Global Vice President in Manufacturing at Allied Signal Corporation. He holds BS in Engineering as well as MS in Management degrees from Oakland University. (This is me - Update Profile)


Employment History

2002 - Unspecified
President, OEM SERVCO
1997 - 1999
Global Vice President of Quality, ALLIED SIGNAL
1980 - 2002
Staff Vice President , NAVISTAR INC

GLG NewsSM Analyses by John Oltesvig(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Commercial Diesel Truck Sales: "It's Cheaper to Keep Her"

October 8, 2009

Truck Orders Continue to Rise | www.truckinginfo.com

Smart investors in truck manufacturers' stocks know when to buy, short, hold or fold at a time when stock prices may be significantly ahead of the truck market.

Heavy Duty Truck Manufacturing: Where and When to Invest?

September 17, 2009

ACT Research: Weak truck sales until 2010’s second half | fleetowner.com

When will heavy truck sales return to North America and Western Europe, the world’s two leading markets for heavy duty trucks? What manufacturers will be the winners when sales return? Will the recovery be V-shaped or U-shaped?Since heavy truck sales lag all other economic indicators, North American truck sales will continue to fall this year and next year. Unemployment is the lagging economic indicator to watch. It will grow into the low double digits in the U.S. this year and remain high next year. Heavy truck sales will follow the inverse trend of unemployment.

Heavy Duty Truck OEMs: Where & When to Invest?

June 2, 2009

Volvo chief expects recovery in 2010 | www.ft.com

- Over the past two years, the heavy duty truck market has been sucking gas both in the NAFTA markets as well as in the second largest market, Europe. - Asian heavy duty truck manufacturers such as Sinotruk continue to invest in the future while non-Asian manufacturers have been trying to align supply with demand by closing plants and union worker layoffs. - Where and when should you invest your money in the heavy duty truck industry? 

M&A Keeps on Truckin'

February 27, 2009

Freight Outlook Deteriorates Further | www.truckinginfo.com

There are too many truck manufacturers globally and after more consolidation, you will see stronger companies emerging by 2010 and 2011 into a global market starved for trucks to replace aging fleets in NAFTA the Eastern and Western Europe.

Recession: Heavy Truck Sales Go Down First Come Back Last

January 29, 2009

FTR December Numbers Show Class 8 Orders Lowest Since September 2006 | www.truckinginfo.com

It will be a long recession in the heavy duty truck industry.  Historically big truck sales fall off before cars and light truck sales and do not return until many months after car and light truck sales return.  If you look hard enough though, you can find some exceptions down the road. 

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