XPOF - Optimist Fund Q1 2024 Quarterly Letter

2024-05-24 10:15:00 ET

Summary

• The Optimist Fund is an investment partnership that employs a concentrated global growth-oriented value investing philosophy on behalf of accredited investors.
• We’re up ~6% since inception, ~19% year-to-date, ~74% in the last year and we continue to see significant future upside.
• We believe the market is dramatically underappreciating how big, profitable, and valuable the leaders in these markets will become overtime which Optimist Fund is positioned to capitalize on.
• We continue to believe we are in the early innings of a multiyear re-rating in the companies we own that will drive exceptional 5-year investment returns for our investors.

To the partners of Optimist Fund,

At Optimist Fund, we run a concentrated portfolio of 15-25 stocks and aim to maximize returns over a 5-year investment time horizon....

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