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 a ten year period 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 exceptional growth opportunities.
MARKET - We focus on markets that have significant growth opportunity through disruption and/or consolidation or that are new and growing at a rapid rate.
MOAT - We invest in businesses that have a distinguishable competitive advantage that will allow them to grow at above GDP rates for 10+ years while generating returns above their cost of capital.
UNIT ECONOMICS - We focus on cash-on-cash returns on incremental capital deployed and the size of the capital deployment runway. We do not shy away from investing in a company generating negative profits, if the income statement investments are generating returns well above their cost of capital.
VALUATION - We value a business based on the future cash flows we expect the company to generate.