Optimist Fund
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 1-10 Employees

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Overview

Headquarters

77 King St W 4220, Toronto, Ontario, M5K...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Optimist Fund

The Optimist Fund is a mission-driven investment partnership that specializes in concentrated global growth-oriented value investing for accredited investors. It is affiliated with BloombergSen Investment Partners, managing over $2 billion in assets for individuals, families, endowments, and pensions. The fund focuses on partnering with exceptional management teams in large, fragmented markets with significant growth opportunities. Their investment philosophy emphasizes long-term returns, absolute return potential, and valuing businesses based on expected future cash flows.Explore more
Optimist Fund's Social MediaPopular SearchesOptimist FundSIC Code 67,672NAICS Code 52,525Show more

Optimist Fund Org Chart

PhoneEmail
JM
Canada flag for contact location.

Founder & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimist Fund

<$5M
1-10
Private
-
2021
JM
Jordan McNameeFounder & Chief Investment Officer
$6.1M
11-50
Private
-
2017
RC
Rico ChanResponsible Officer
<$5M
11-50
Private
-
1987
<$5M
1-10
Private
-
2010
HN
Hhu NgChief Information Officer
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2005
Andrew Enciu, President at Intrinsic Investments
Andrew EnciuPresident
<$5M
1-10
Private
-
-
Trevor Scott, President & Portfolio Manager at Tidefall Capital Management
Trevor ScottPresident & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Optimist Fund is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Optimist Fund is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Optimist Fund.

Optimist Fund Tech Stack

A closer look at the technologies used by Optimist Fund

Most Recent Scoops

Event
Person-Based
Events, Spending/Investment, Financial Planning, Forecasting, Stake & Stock Ownership, Business Finance, Consumer Finance, Finance, Risk, Podcast
Person-Based
Person-Based
Person-Based
Person-Based
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Optimist Fund News & Media

  • Here’s Optimist Fund’s Views on ThredUp (TDUP)

    Optimist Fund, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s objective is to achieve capital growth at a rate in the mid-teens or higher over the course of several decades. In Q1 2026, the Fund declined 27.3%, driven by a swift shift […]
  • Optimist Fund Exited Monday.com (MNDY) in Q1. Here’s Why

    Optimist Fund, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s objective is to achieve capital growth at a rate in the mid-teens or higher over the course of several decades. In Q1 2026, the Fund declined 27.3%, driven by a swift shift […]
  • Optimist Fund’s Investment Thesis for Toast (TOST)

    Optimist Fund, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s objective is to achieve capital growth at a rate in the mid-teens or higher over the course of several decades. In Q1 2026, the Fund declined 27.3%, driven by a swift shift […]
  • Understanding Wayfair’s (W) Underappreciated Market Position

    Optimist Fund, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund’s objective is to achieve capital growth at a rate in the mid-teens or higher over the course of several decades. In Q4 2025, the Fund declined 8.5%. The Fund, although not yet […]
Read more news

Top Finance Companies

Frequently Asked Questions Regarding Optimist Fund

What is Optimist Fund's official website?
Optimist Fund's official website is www.optimistfund.com
What is Optimist Fund's Revenue?
Optimist Fund's revenue is <$5 Million
What is Optimist Fund's SIC code?
Optimist Fund's SIC: 67,672
What is Optimist Fund's NAICS code?
Optimist Fund's NAICS: 52,525
How many employees does Optimist Fund have?
Optimist Fund has 1-10 employees
What industry does Optimist Fund belong to?
Optimist Fund is in the industry of: Finance, Securities Trading
What is Optimist Fund competition?
Optimist Fund top competitors include: Tempered Investment Management, Intrinsic Investments, Avantfaire Investment Management, Duncan Ross Associates
What technology does Optimist Fund use?
Some of the popular technologies that Optimist Fund uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Vimeo
What does Optimist Fund do?

The Optimist Fund is a mission-driven investment partnership that specializes in concentrated global growth-oriented value investing for accredited investors. It is affiliated with BloombergSen Investment Partners, managing over $2 billion in assets for individuals, families, endowments, and pensions. The fund focuses on partnering with exceptional... management teams in large, fragmented markets with significant growth opportunities. Their investment philosophy emphasizes long-term returns, absolute return potential, and valuing businesses based on expected future cash flows.Read More

What are Optimist Fund social media links?
Optimist Fund Linkedin page
Is Optimist Fund a public company?
Optimist Fund is private company therefore does not currently have an official ticker symbol
See more information about Optimist Fund

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