our VISION
At Optimus, we are more than just an investment firm—we are a strategic partner in your financial journey.
Our mission is to unlock unique investment opportunities and offer tailored financial solutions that align with your goals. We are committed to transparency, performance, and long-term value creation. We strive to deliver superior and consistent returns while managing risk in dynamic market conditions.
Our value-driven investment strategy is built on meticulous research, seeking out undervalued companies with strong fundamentals, robust financials, and sustainable business models. We employ:
Active risk management
using strategic hedging to navigate volatile markets.
In-depth equity analysis
evaluating financial statements, industry positioning, and macroeconomic trends.
Dynamic asset allocation
optimizing positions based on real-time market assessments and expected returns.
Our investments span small and mid-cap companies in Israel, carefully selected through a rigorous screening process.
WHY
US?
Optimus is a trusted name in the hedge fund industry.
We specialize in publicly traded securities, focusing on Israeli equities and tradable debt instruments.
Our reputation for reliability and success is built on an unconventional yet disciplined investment approach. This approach is unconventional in that we often identify value in areas where others overlook it, but it's disciplined in that it's based on thorough research and careful risk management. Our funds are among the most established and respected in Israel, attracting investors who seek sophisticated asset management with a competitive edge.
Market Niche Expertise
We capitalize on inefficiencies in low-liquidity markets, where institutional investors hesitate, uncovering high-potential opportunities.
Aligned Interests
The general partner's capital is invested alongside our investors, ensuring a shared commitment to success.
Dynamic Portfolio Management
We use long/short strategies and hedging techniques to enhance returns while mitigating downside risks.
Fundamental-Driven Strategy
Our investment process is grounded in deep fundamental research, analyzing undervalued securities with significant growth potential.
Strategic Agility
Like a precision-engineered racing vessel, our fund operates with speed and adaptability, responding rapidly to market fluctuations.
OUR COMPETITIVE EDGE
OUR
FUNDS
Optimus
Value
Established in 2013
Optimus Value focuses on publicly traded companies operating in Israel or with significant connections to the Israeli market.
The fund employs a disciplined value investment strategy, acquiring securities trading substantially below their intrinsic value as determined through our comprehensive analytical framework. Our deep fundamental analysis—considering economic activities, financial positions, sector dynamics, and detailed financial statement examination—enables our fund managers to make informed decisions in real-time, navigate changing market conditions, and capitalize on opportunities through strategic long/short positioning and tactical trading.
Optimus
Multi-Strategy
Established in 2016
A research-driven investment fund for high-net-worth individuals, corporations, and institutional investors.
The fund invests in equities and tradable debt instruments across Israeli and international markets, leveraging our size advantage in local markets, agile decision-making capabilities, and opportunity exploitation across varying market conditions. We implement a diversified approach incorporating multiple investment strategies, including long/short positioning, value investments, growth equity allocations, and other sophisticated techniques. One of our unique strategies is proprietary event-driven models, which allow us to anticipate and profit from market-moving events.
PARTNER WITH OPTIMUS
At Optimus, we are unwavering in our commitment to delivering excellence through disciplined investing and innovative strategies.
We are dedicated to ensuring our partners' financial success and invite sophisticated investors to explore the benefits of joining our hedge fund family.
THE OPTIMUS TEAM
A team of seasoned investment professionals drives our success, each bringing decades of experience in asset management, corporate finance, and global markets. Our expertise spans:
Deep company analysis
With continuous monitoring of financial performance and strategic positioning.
Close relationships with corporate leadership
Allow us to anticipate industry shifts and emerging opportunities.
Cross-market insights
Analyzing both local and global economic influences on corporate growth.
