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.
Amid heightened volatility and treasury yields at all-time lows, investors need options that protect against downside volatility – while also participating in bull markets.
Meet Our Team
Keith M. Bloomfield
CHIEF EXECUTIVE OFFICER, FORBES FAMILY TRUST
Keith is Chief Executive Officer and a founding partner of Forbes Family Trust. Previously, he worked as a Senior Managing Director and Corporate Counsel for…Read More
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
Director of Investments
With more than 30 years working in investment management, Andrew is currently the Director of Investments for Optima Asset Management and Co-Chief Investment Officer of…Read More
Yehuda Y. Spindler, CPA
Chief Investment Officer
Mr. Spindler joined Optima in 2006 and is responsible for managing Optima’s hedge fund strategies across long-only, hedged equity, global trading, and multi-strategy managers. Additionally,…Read More
Managing Director, Due Diligence
Neil Datta is a voting member of the Investment Committee and Head of Risk at Optima. He joined Optima in 2011 from Arden Asset Management,…Read More
Jennifer Young, CFA
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