Asset / Investment Management

AMG & Optima Fund Management LLC are listed below in our directory.

We do recommend you conduct your own due diligence on these firms.

AMG is a global asset management company operating through a diverse group of outstanding boutique investment management firms.

 

For over 20 years, we have successfully partnered with best-in-class specialists globally, utilizing a direct equity ownership framework that closely aligns our interests with those of our Affiliates. Each Affiliate has a distinct, entrepreneurial culture and highly focused investment process and between them, offer a broad array of return-oriented strategies. Whilst our Affiliates maintain full operational autonomy, many choose to leverage the benefits of AMG’s scale in global product distribution, US retail distribution, operations, legal and compliance, and technology to enhance their growth and capabilities.

 

AMG made its first Affiliate investment in 1994, and has grown to comprise more than 30 outstanding partners today*. Collectively, AMG Affiliates manage approximately $620 billion* in assets across a wide array of investment styles, asset classes and geographies to clients around the world. 

 

*Information provided as at 31 December 2014

 

For further information, please contact Jenny Segal:

Email: jenny.segal@amg.com

Telephone: +44 (0) 207 290 6800

Address: AMG, 35 Park Lane, London, W1K 1RB

Website: www.amg.com

Optima Fund Management was founded by D. Dixon Boardman, Managing Member and Chief Investment Officer, to focus on investments which would generate attractive risk-adjusted returns while providing significant downside protection. Today, the Firm offers both commingled and custom tailored separate account hedge fund of funds programs across a variety of strategies. Optima also has a single manager hedge fund program. The hedge funds in this program were selected by Optima based on Optima's assessment of their strong track record and outstanding manager pedigree.

  • Founded in 1988, making Optima one of the oldest independent alternative asset management firms.
  • Client base is 60% institutional / 40% high net worth with 900 clients across 20 countries.
  • Optima Fund Management LLC has been an SEC Registered Investment Advisor since 1993 and Optima Fund Management Limited Partnership has been an SEC Registered Investment Advisor since 2004. Optima Investment Management (Europe) Limited has been regulated by the FCA (formerly FSA) since its inception in late 2005.

Since inception, Optima has been committed to the quality and integrity of its investment programs, operations and client service. This is not just our business strategy – it is the standard against which we measure everything we do. This includes Optima’s belief that of the thousands of hedge funds that exist today, at most 10% are worthy of review and perhaps only half of that number are worthy of serious consideration.

  • Optima differentiates itself from other fund of hedge funds based on strong qualitative and quantitative research aspects of the due diligence process as well as a special focus on operational and portfolio risk management.
  • Optima strives to invest with those that it views as the "best and the brightest" talent in the hedge fund industry.

Optima is responsive to specific mandates and can customize portfolios to meet investor goals and guidelines.

 

For further information, please contact Mr Alex Sandhaus, Managing Director:

Email: alex.sandhaus@optima.com

Tel: +1-212-484-3017

Cell: +1-917-859-3897

Address: Optima Fund Management LLC, 10 East, 53rd Street (29th Floor), New York, NY, 10022, United States

Website: www.optima.com



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