We are growth-oriented value investors.
One fund,
one mission,
one philosophy,
one approach.
The Optimist Fund
The Optimist Fund is a mission-driven investment partnership that employs a concentrated global growth-oriented value investing philosophy on behalf of accredited investors.
The Optimist Fund is an affiliate of BloombergSen Investment Partners, an independent, partner-owned investment counselling firm that manages over $2 billion in assets under management on behalf of individuals, families, endowments and pensions.
Our Mission
Bet on exceptional people with exceptional growth opportunities to produce world-class, long-term investment returns.
Our Philosophy
We are growth-oriented value investors.
We focus on absolute return potential over the next 5 years ensuring a long term focus.
We employ a concentrated approach.
Volatility is opportunity, not risk.
Our Approach
MANAGEMENT - We partner with exceptional management teams with a proven track record of success who have significant future growth opportunities.
MARKET - We focus on large and fragmented markets in need of consolidation, or that are new and growing at a rapid rate. .
MOAT - We invest in businesses that have distinguishable competitive advantages which enable them to grow faster than GDP for 10+ years.
UNIT ECONOMICS - We focus on returns on incremental capital deployed and the size of the capital deployment runway.
VALUATION - We value a business based on the future cash flows we expect the company to generate.