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

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 Follow Moez Kassam on X: https://x.com/MunchingMoez Follow Anson Funds on X: https://x.com/AnsonGroupFunds Follow Max Wiethe on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod 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 #stocks #economics #economy #recession #bonds #stockmarket #investing #hedgefunds #shortselling #AnsonFunds #MoezKassam #analyst #canada