How This Specialist Hedge Fund Crushed the S&P 500 | Moez Kassam of Anson Funds

Описание: This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm

Toronto may be the financial capital of Canada but compared to NYC or London it does not quite have the same cachet for top hedge fund managers. This might be why Moez Kassam, CIO and Founder of Anson Funds, has flown under the radar of many keeping track of the industry’s titans while growing Anson Funds to over $2b in assets under management and putting together a track record of 15% annualized returns since inception in 2007. Known as a short selling specialist, Kassam shares his views on the art of shorting, dives into some of the other differentiated strategies Anson employs and explains how he attracts top talent to Toronto.

This episode is brought to you by Fintool, a financial copilot tailored for institutional investors. Fintool leverages Large Language Models (LLMs) to discover financial insights beyond the reach of timely human analysis. From summarizing extensive annual reports to computing numbers and unearthing new insights by comparing years of filings, Fintool equips institutional investors like Janus Henderson, First Manhattan and companies like PWC. Learn more about how you can add AI to your investment process: https://fintool.com/?utm_source=the_opm

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Timestamps:
01:27 Hedge Funds in Canada
02:42 Founding Anson Funds
06:34 Hustling to Find Investors
08:25 Developing a Short Sellers Mindset
13:10 Shorting Meme Stocks
15:47 Non-Short-Selling Strategies
17:37 The War for Hedge Fund Talent
19:38 Fintool Sponsorship
20:45 Distributing Talent Across Sub Strategies
22:35 Launching New Funds
26:04 Single Family Office Investors
30:38 Cultivating Canadian Pride
35:53 The Next Level of Growth for Anson
37:02 Assessing Returns Quantitatively
39:59 Managing Gross and Net Exposures
42:06 Structured Financing Strategies
44:55 What Happens When Strategies Stop Working?
46:48 Hot Sectors At The Moment
49:39 Growth of Options Trading
51:44 Big Shorts: Sizing Short Trades
52:58 Thoughts on Remote Work and Return to Office
54:23 Pass Through Expenses

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