Deep research. Disciplined selection. Active review.
In today’s complex and quickly evolving marketplace, an alternative approach can be an important component of every portfolio. But choosing the right solution is just as important. Optima offers multiple-manager alternative strategy programs in various vehicles across a variety of strategies. We have access to a diversified group of hedge fund managers allowing us to implement alternative investment approaches based on strong qualitative and quantitative research as well as a critical focus on operational and portfolio risk management. Our experience over the past three decades—across numerous hedge fund strategies—can be a powerful advantage in navigating challenging market environments.
Healthcare and Biotech Solutions
Benefitting from long-term growth trends in spending and innovation, opportunities across a highly-diversified healthcare sector are compelling—especially for hedge funds.
With treasury yields at all-time lows, investors need lower-risk/higher-return options for their portfolios, which can provide both reliable returns and liquidity.
Meet Our Team
D. Dixon Boardman
Mr. Boardman founded Optima in July 1988 and is the CEO of Optima Asset Management LLC. He has a background in advising high net worth…Read More
Geoffrey M. Lewis, CA (SA), CPA
Chief Financial Officer
Mr. Lewis joined Optima in 1989. As Chief Financial Officer, he is responsible for all aspects of operations, finance, taxation, compliance and performance calculation for…Read More
Andrew Mehalko, CFA
Head of Investments
With more than 30 years working in investment management, Andrew has a clear vision for building a world class, investment focused family office. He believes…Read More
Yehuda Y. Spindler, CPA
Managing Director, Sector Head, Research
Mr. Spindler joined Optima in 2006 and is responsible for managing directional hedge fund strategies across long-only, hedged equity, event driven/credit and multi-strategy managers. Additionally,…Read More
Chief Investment Officer
Prior to re-joining Optima in 2012, Mr. Spelman was a Managing Director at Oppenheimer Asset Management where he supervised the alternative investments department, advised on…Read More
Director, Operations Due Diligence
Mr. Datta joined Optima in 2011 from Arden Asset Management, a NY-based fund of hedge funds group. Mr. Datta spent 3 years at Arden where…Read More
Jenn Young, CFA
Head of New Business Development, Chief of Staff
Jennifer Young joined Optima in 2019 and is the Head of New Business Development and Chief of Staff. Jenn spent the majority of her career…Read More