INTRODUCTION

Optima Fund Management was founded by D. Dixon Boardman, Managing Member and Chief Executive Officer, to focus on investments which would generate attractive risk-adjusted returns while providing significant downside protection. Today, the Firm offers both commingled and custom tailored separate account hedge fund of funds programs across a variety of strategies. Optima also has a single manager hedge fund program. The hedge funds in this program were selected by Optima based on Optima's assessment of their strong track record and outstanding manager pedigree.

  • Founded in 1988, making Optima one of the oldest independent alternative asset management firms.
  • Client base is 70% institutional / 30% high net worth with 900 clients across 20 countries.
  • Optima Fund Management LLC has been an SEC Registered Investment Advisor since 1993 and Optima Fund Management Limited Partnership has been an SEC Registered Investment Advisor since 2004.
  • Since 2000, Optima has had a strategic alliance with BNY Mellon Wealth Management and Mellon Financial Corp., which holds a 17% interest in the Firm.

PHILOSOPHY

Since inception, Optima has been committed to the quality and integrity of its investment programs, operations and client service. This is not just our business strategy; it is the standard against which we measure everything we do. This includes Optima's belief that of the thousands of hedge funds that exist today, at most 10% are worthy of review and perhaps only half of that number are worthy of serious consideration.

  • Optima differentiates itself from other fund of hedge funds based on strong qualitative and quantitative research aspects of the due diligence process as well as a special focus on operational and portfolio risk management.
  • Optima strives to invest with those that it views as the "best and the brightest" talent in the hedge fund industry.
  • Optima is responsive to specific mandates and can customize portfolios to meet investor goals and guidelines.

D. Dixon Boardman

“We spend considerable time getting to know each of our clients. A deep understanding of their unique goals and requirements forms the foundation of our customized programs.”
Christopher J. Heath, Managing Director