"When markets turn volatile and economic forecasts darken, investors accustomed to steady market momentum often struggle. Inflation shocks, abrupt interest-rate shifts, and political brinkmanship over trade agreements can make even the safest-seeming portfolios feel precarious. For hedge funds willing to operate outside the constraints of index tracking, periods of disruption and volatility often reveal opportunities that simply do not exist in calmer times."
"Moez Kassam, co-founder and Chief Investment Officer of Toronto- and Dallas-based Anson Funds, has spent the past two decades refining an approach built for this kind of turbulence. Managing roughly USD$2 billion, the firm runs a market-neutral platform that deliberately avoids reliance on broad market direction. Instead, it focuses on identifying inefficiencies, aiming to unlock value through corporate engagement, and investing in complex situations where the outcome is driven by specific catalysts rather than broad economic conditions."
"For Kassam, this involves a mix of long-term core holdings in resilient companies and opportunistic positions in situations where change is already underway. A key part of that strategy is activism, where Anson takes an active role in shaping corporate outcomes. In one high-profile case, Anson accumulated a significant position in a Canadian-listed company, pressing for management changes, and seeing the share price triple after an acquisition of the company was announced."
Moez Kassam co-founded and serves as Chief Investment Officer of Anson Funds, managing roughly USD$2 billion across a market-neutral platform designed to avoid reliance on broad market direction. The strategy targets inefficiencies and invests in complex situations driven by specific catalysts rather than macro trends. The approach combines long-term core holdings in resilient companies with opportunistic positions where change is underway. Activist engagement is used to push for management changes, governance reforms, operational restructuring, and asset spin-offs to unlock value. Special situations, including regulatory-driven realignments amid policy uncertainty, provide insulation from headline-driven volatility.
Read at Business Matters
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