Optimist Fund

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

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 MediaSIC 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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PhoneEmail
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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
CC
Catherine ChenFounder & CEO
<$5M
11-50
Private
-
1987
MH
Mariel HamouChief Compliance Officer
<$5M
1-10
Private
-
2010
GC
Grace ChanChief Compliance Officer
<$5M
1-10
Private
-
2011
N/A
<$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

Optimist Fund Tech Stack

A closer look at the technologies used by Optimist Fund

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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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