Michael Spelman

Optima seeks consistent, risk-adjusted performance across vastly different market environments. The firm considers a wide range of inputs to its analysis, including the global macro-outlook, specific market fundamentals and valuations, technical analysis and event-related factors. They consider this type of analysis in forming its outlook for capital markets and specific hedge fund strategies. Their scenario-based asset allocation framework combines top-down and bottom-up insights that facilitate rigorous due diligence and investment monitoring.

Optima Fund Management manages pooled investment funds that generally invest in other commingled investment vehicles that trade the following types of investments: exchange-listed securities; securities traded over the counter; foreign issuers; warrants; corporate debt securities (other than commercial paper); US government securities; options contracts on securities and commodities; futures contracts; currencies; commodities; and futures. In addition, Optima offers advice to two sub-funds of an Irish collective asset management vehicle (ICAV) that trade in exchange-listed securities. The firm also offers advice on a customized basis to segregated accounts or to commingled investment vehicles managed by independent third parties that in turn invest generally in other commingled investment vehicles. Two accounts invest directly in exchange-listed securities and derivative instruments relating to currency forwards and/or stock index futures contracts.

Optima Fund Management manages pooled investment funds that generally invest in other commingled investment vehicles that trade the following types of investments: exchange-listed securities; securities traded over the counter; foreign issuers; warrants; corporate debt securities (other than commercial paper); US government securities; options contracts on securities and commodities; futures contracts; currencies; commodities; and futures. In addition, Optima offers advice to two sub-funds of an Irish collective asset management vehicle (ICAV) that trade in exchange-listed securities. The firm also offers advice on a customized basis to segregated accounts or to commingled investment vehicles managed by independent third parties that in turn invest generally in other commingled investment vehicles. Two accounts invest directly in exchange-listed securities and derivative instruments relating to currency forwards and/or stock index futures contracts.