Inside Moez Kassam’s Bold Playbook: Shorts, Activism & Big Opportunities

Описание: How does one of Bay Street’s top fund managers consistently deliver 15% annualized returns while navigating controversy and volatility? In this episode of In the Money with Amber Kanwar, Moez Kassam, Chief Investment Officer & Founder of Anson Funds, shares the secrets behind his success—from finding catalysts in overlooked markets to using activism to unlock value.

🔎 Moez breaks down why he avoids passive investing, how multi-strategy flexibility gives him an edge, and why the best opportunities often hide where others fear to look. He also discusses how Anson balances shorts, longs, and real estate activism, and why sentiment shifts like today's fear-driven markets could be a bullish signal.

🏛️ In the mailbag, Moez shares candid views on Tesla (TSLA), crypto, uranium, and the quantum computing hype. Then, in the Pro Picks segment, he reveals three high-conviction investment ideas—Gildan (GIL), Vistry Group (VTY.L), and InterRent REIT (IIP.UN)—and confirms publicly for the first time that Anson is the largest shareholder of InterRent REIT, outlining the real-world activism playbook that could unlock massive upside.

If you’re an investor seeking edge in an uncertain market, you don’t want to miss this grounded, real-talk masterclass.

Timestamps
00:00 Intro
01:45 Moez on his investment style and how he became one of Canada’s top fund managers
05:20 Understanding the risks involved with short selling
06:20 How lessons learned as a teenager inform Moez’s decisions today
08:40 Why is there a negative association with shorting stocks?
10:00 Moez addresses market manipulation accusations
14:50 Where is Moez finding opportunities?
16:30 How does Moez decide if a problem is big enough to warrant a short?
18:20 Anson’s move into activist investing
22:05 How real estate fits in to Anson's approach
25:10 Macro, tariffs and opportunities
28:40 Moez on the Canadian election and economy
32:00 Moez on giving back
34:05 What will Anson be up to in 5 years?
35:30 Break: Raymond James Canada CEO on the company’s deep roots in Canada
37:15 ITM Mailbag: Is Tesla a buy at these levels?
38:20 Moez’s view on crypto and bitcoin
39:20 Moez’s take on quantum computing
40:40 Moez’s view on uranium and Cameco
41:20 Moez’s Pro Picks
52:50 Moez’s favourite restaurant right now
53:35 Goodbye & coming up

Sponsors
​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Learn more at https://bmo.com/onlineinvesting?ecid=...

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information

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In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts.