Bruce Winson, Principal
As a principal of Anson Funds, Bruce advises all alternative funds under management and is responsible for investment strategy, idea generation, trading, and overall investment performance. In January 2003, Bruce launched Anson’s first long-short short fund, Anson Capital. In July 2007, Bruce and Moez teamed up to launch Anson’s second fund, Saunders Capital. In December 2009, Anson Capital and Saunders Capital were combined into one fund, Anson Investments (AIMF), which is our flagship fund. Prior to launching Anson Funds, Bruce worked as an equity analyst for over five years at Paragon Associates JV, a Dallas-based long-short equity fund. Before Paragon, Bruce worked in management consulting and systems consulting in the USA, Europe, and Singapore. Bruce holds an MBA from the University of Texas at Austin and a BA in Economics and Russian from Vanderbilt University. Bruce earned the CFA Charter in 2000.
Moez Kassam, Principal
As a principal of Anson Funds, Moez advises all funds under management and is responsible for investment strategy, trading, and overall investment performance. In July 2007, Moez co-launched Saunders Capital Master Fund LP which was the predecessor to Anson Investments Master Fund LP. Prior to co-founding Anson Funds, Moez served as Principal at Cynique Investments. Moez is an executive member of the Young Presidents Organization’s (YPO) Maple Leaf Chapter, where he serves as Education Officer. Moez also sits on the advisory boards of the Immigrant Access Fund and Kids Cook to Care. Moez holds an MBA from London Business School and a BA from the University of Western Ontario.
Adam Spears, Principal
Adam Spears joined Anson Funds Canada in early 2010 as a principal. As such, Adam advises all alternative funds under management and is responsible for investment strategy, idea generation, trading, and overall investment performance. Prior to joining Anson Funds, Adam worked at Canada’s largest private equity firm, Onex Corporation, where he was a member of ONCAP Management Partners, a middle-market private equity fund focusing on buyouts of businesses with values of between $50 and $300 million. Prior to Onex, Adam worked at Citigroup in the Investment Banking division, focusing on mining and natural resources. At Citigroup, Adam was involved in a number of M&A and financing transactions. Adam holds an Honors Degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario. Adam earned the CFA Charter in 2011.
Amin Nathoo, Associate Portfolio Manager
Amin has been with Anson Funds since January 2012, and manages an allocation of capital within Anson Investments Master Fund focused on secondary market issuances and private placement transactions for micro-cap companies in Canada and the United States.Prior to joining Anson Funds, Amin was a research analyst at TD Asset Management from May 2008 to January 2012, and a consultant with Deloitte from July 2004 to May 2007.Amin obtained an MBA from the Rotman School of Management at the University of Toronto in 2009, and BMath in Computer Science from University of Waterloo in 2004. Amin is also a CFA Charterholder.
Jay Lubinsky, Portfolio Manager – Anson Investments Catalyst Fund
Jay joined Anson Funds in mid-2012 to help launch a new fund, ACMF. Jay mainly advises ACMF, responsible for investment strategy, idea generation, trading, and overall investment performance.Prior to joining Anson Funds, Jay worked at Toronto-based West Face Capital from January 2008 through May 2012. West Face is one of Canada’s largest hedge funds, specializing in restructurings, high-yield debt, risk arbitrage, privately negotiated financings, and special situation equities. Prior to joining West Face, Jay worked in New York as an analyst at Goldman Sachs, & Co. in the investment banking division, from late 2005 to late 2007. At Goldman Sachs, Jay specialized in leveraged finance, mergers and acquisitions, and municipal derivatives and finance. Jay graduated from the University of Western Ontario in 2004 with a Bachelor’s Degree in Chemical and Biochemical Engineering.
Sunny Puri, Senior Analyst
Sunny has been with Anson Funds since April 2013, and is involved in all aspects of the investment process.Prior to joining Anson Funds, Sunny was an associate at RBC Capital Markets in Toronto, Ontario, Canada and Sydney, Australia between 2010 and 2012. Sunny was also a Senior Associate at PricewaterhouseCoopers from 2007 to 2010.Sunny graduated 2007 from the Schulich School of Business at York University, with a Bachelors of Business Administration (Honors) in Accounting and Finance, and is a Chartered Accountant (CPA CA) in Canada.
Mark Forman, Associate Portfolio manager
Mark has been with Anson Funds since April 2012, and manages an allocation of capital within Anson Investments Master Fund focused on value and special-situations opportunities.Prior to joining Anson, Mark was an analyst and VP at another hedge fund in Dallas, Newcastle Capital Management, LP from 2004 to 2008, and prior to that an analyst at another Dallas fund, RPM Metropolitan Capital, LLC, from 2002 to 2004. Before RPM, Mark was an investment banking associate at ING Furman Selz in New York from 1998 to 2001.Mark obtained an MBA from the NYU Stern School of Business in 1997 and a BA (with honors) from Stanford University in 1992.
Operations and Administration
Anson Funds USA
5950 Berkshire Lane
Dallas, Texas, 75225 USA
Anson Funds Canada
155 University Avenue
Toronto, Ontario, M5H 3B7 Canada
190 Elgin Ave
British West Indies