Invest in Optimist Fund
This is what we do.
Two minutes to request. No commitment until you sign. For accredited investors in [ELIGIBLE PROVINCES].
Most people should not invest in this fund.
It fits if you
- Can leave this money alone for five years or more
- Would add, not sell, after a 30% drawdown
- Want 15 to 25 positions, not an index with a fee
- Already hold enough elsewhere to sleep at night
It does not fit if you
- Need this capital within three years
- Check performance monthly and act on it
- Want returns that track the market
- Are not an accredited investor
Three steps. No paper.
1
Request
Tell us who you are below. We send the offering memorandum and subscription agreement the same business day.
2
Sign
Complete everything by e-signature in about [X] minutes. [IR CONTACT] is on the phone if you want a hand.
3
Fund
Wire to [FUND ADMINISTRATOR]. Your units are issued on the next dealing date and you get a confirmation.
Start here.
Next subscription date: [DATE]. Signed documents and funds due by [CUTOFF].
Minimum investment: [MINIMUM]
Accounts: [CASH / RRSP / TFSA / CORPORATE — CONFIRM]
Advisors: FundSERV [CODE]
Prefer to talk first?
Twenty minutes with Jordan. Ask anything, including why 2022 happened.
Book a call[IR CONTACT] · [PHONE] · [EMAIL]
What people ask before they wire.
Can I get my money out?
[ANSWER — TO SUPPLY]
Who holds my money?
[ANSWER — TO SUPPLY]
What is an accredited investor?
[ANSWER — TO SUPPLY]
What happens in a year like 2022?
[ANSWER — TO SUPPLY]
Can my advisor buy this for me?
[ANSWER — TO SUPPLY]
This page is for information only and is not an offer to sell or a solicitation to buy securities. Units of Optimist Fund are offered only to accredited investors by way of the offering memorandum, in jurisdictions where permitted. [LEGAL DISCLAIMER — COUNSEL TO SUPPLY].
Past performance does not predict future results. The fund is concentrated and its value can fall sharply.
© 2026 Optimist Fund