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FIRM HISTORY
Optima Fund Management ("Optima"), an SEC-registered
Investment Adviser, was founded by D. Dixon Boardman in
1988 in response to the 1987 market crash. As an advisor, Mr. Boardman sought investment
solutions for his clients that would provide what he viewed as substantial
downside protection as well as significant upside
participation in all market environments. As a result,
the firm's first product, The Optima Fund, a long/short
equity fund of funds, was launched in July 1988. Since
then, the firm has steadily added staff, investment
programs and assets under management. Optima currently manages over $6
billion and employs over 60
full-time professionals.
In June
2000, the firm formed a strategic alliance with BNY Mellon
Wealth Management. Currently, Optima is an independent
firm owned approximately 75% by its employees, 15% by Mellon Global Investing Corp. and approximately 10% by
a private investor.
STRATEGIC OBJECTIVES
Capturing the unique risk-return and cross-correlation
characteristics of alternative investment strategies,
Optima seeks to construct multi-manager hedge fund
programs designed to generate attractive risk-adjusted returns
with significant downside protection and low correlation
to equity and fixed income markets.
Optima
emphasizes the pursuit of measured asset growth
consistent with internal resources and the availability
of quality hedge fund capacity.
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