Anson Funds

Overview

Anson Funds is a Toronto-based hedge fund specializing in alternative asset management, focusing on fundamental long/short equity strategies globally. The firm manages over $2 billion in assets and employs a multi-strategy approach that includes long-short equity, special situations, arbitrage, REITs, structured financings, momentum reversals, and increasingly, shareholder activism. Anson Funds has been recognized for delivering uncorrelated outperformance across various market cycles. The firm's investment strategy is characterized by deep fundamental research combined with an opportunistic approach to markets. Anson Funds actively pursues opportunities across sectors such as technology, real estate, consumer goods, and special situations, frequently employing activism, catalyst-driven investing, and event-driven strategies to unlock value for their investors. This approach has led to significant growth, with the firm surpassing $2 billion in assets under management. Anson Funds has a track record of positive returns, with the Anson Investments Master Fund achieving an 18.2% return in 2023, marking the sixth consecutive year of positive returns. The firm's success has drawn attention from leading financial publications like The Financial Times, Reuters, BarclayHedge, Barron’s, and Bloomberg. Anson Funds continues to demonstrate a sustained ability to perform across market cycles, adapting and thriving through various investment strategies. Anson Funds is led by Chief Investment Officer Moez Kassam, who co-founded the firm in 2007. Kassam holds an MBA from London Business School and a BA from Western University. He is also a member of the Young Presidents Organization and has been recognized among Canada's Top 40 Under 40. Under his leadership, Anson Funds has established itself as a prominent player in the hedge fund industry, known for its innovative strategies and strong performance. In addition to its investment activities, Anson Funds is involved in philanthropic efforts through the Moez & Marissa Kassam Foundation, which supports various charitable organizations and initiatives aimed at strengthening the health and vibrancy of vulnerable communities. The foundation's contributions include support for organizations like Doctors Without Borders, the Toronto Foundation for Student Success, and Camp Oochigeas, a summer camp providing experiences for children affected by cancer. Anson Funds' commitment to delivering exceptional financial guidance and its dedication to client satisfaction have established it as a trusted advisor in Toronto's financial industry. The firm's diversified investment strategies and strong performance record continue to attract investors seeking alternative asset management solutions.

Investment Focus

• Accredited Investor Status
• Investment Horizon
• Risk Tolerance
• Due Diligence Process
• Compliance with Regulatory Requirements
• Adherence to Fund's Investment Strategy
• Understanding of Hedge Fund Structures
• Liquidity Constraints
• Tax Considerations
• Accredited Investors
• Institutional Investors
• High Net-Worth Individuals

Portfolio Companies