Anson Funds Management

About Anson Funds

Anson Funds is a privately held alternative asset management company, founded in 2003 with offices in Toronto and Dallas.

about

investments

Our Funds

Risk Management

We prioritize net of fees performance with low volatility of returns, and low correlations to broad market indexes.

investments

team

Our People

team

Principals

Moez Kassam, Chief Investment Officer

As Chief Investment Officer 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. In 2018, Moez was named to Canada’s Top 40 Under 40 for extraordinary achievement in both business and philanthropy. 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 Toronto Library Foundation and Immigrant Access Fund. Moez holds an MBA from London Business School and a BA from the University of Western Ontario.

Bruce Winson, Chairman

As a Chairman of Anson Funds, Bruce advises all alternative funds under management and is responsible for risk management and macroeconomic analysis. 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.

Portfolio Managers

Amin Nathoo, Principal

As a principal of Anson Funds, Amin advises all funds under management and is responsible for investment strategy, trading, and overall investment performance. Prior to commencing his employment with Anson Funds in January 2012, Amin worked as an equity research analyst at TD Asset Management. Prior to TD, Amin worked at Deloitte Consulting. Amin earned a Master of Business Administration with an emphasis on Finance from the Rotman School of Management at the University of Toronto, and a BMath, Computer Science from the University of Waterloo. Amin is also a CFA Charterholder.

Sunny Puri, Principal and Portfolio Manager

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.

Michael Missaghie – Portfolio Manager

Michael Missaghie is the Portfolio Manager responsible for all aspects of the investment process for Arch Anson Tactical Real Estate Fund. He was previously Vice-President and Senior Portfolio Manager with Sentry Investments, responsible for managing more than $1 billion of global real estate equities, and lead manager of the Sentry Global REIT Fund, Canada’s largest dedicated global real estate mutual fund. Michael has numerous management contacts in the real estate sector and an intimate knowledge of the assets and capital structures underpinning global real estate equities. During his career he has supported many successful public REIT investments early in their life cycles with capital and structuring guidance. In 2012, Michael was awarded the Brendan Wood International TopGun Investment Mind Award, which is awarded to those with the best grasp of the industries in which they invest. Michael has a Bachelor of Arts with Honours in Economics from the University of Western Ontario and an MBA from York University’s Schulich School of Business. He also holds the Chartered Financial Analyst (CFA) designation.

Salman Malik, Portfolio Manager, Anson North Star Tactical Equity Fund

Salman Malik is the Portfolio Manager responsible for all aspects for the investment process for Anson North Star Tactical Equity Fund. Salman started his career at Barometer Asset Management (“Barometer”) in 2006. As a member of Barometer’s Portfolio Management Team, Salman conducted in-depth ongoing analysis of the North American equity and income markets. Working on both equity and income mandates have given Salman a unique perspective in determining which part of the capital structure is optimal at any given time to generate consistent positive returns. Salman earned a Honours BBA, Major in finance from Wilfrid Laurier university in 2005 and is 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.

Taheer Datoo, Portfolio Manager

Taheer has been with Anson since 2016, primarily focused on North American small-cap equities, special situations and thematic investing. Prior to joining Anson, Taheer worked as an investment banker for BMO Capital Markets in their Global Metals & Mining group. Taheer graduated from McGill University in 2013 with a bachelor’s degree in Economics and Finance.

Analysts

Robert Mills, Associate Portfolio Manager, Anson North Star Tactical Equity Fund

Robert Mills is involved in both investment strategy and fundamental analysis for the Master Fund. Robert started his career at Raymond James Ltd in 2005 as a member of Equity Capital Markets and became a Vice President of Institutional Equities, and was awarded the First Coverage Top Performer Award in 2008. Robert holds a Bachelor of Applied Science (Engineering) in Electrical & Computer Engineering (ECE) from Queen’s University and is a CFA Charterholder.

Jarrett Wegener, Investment Analyst

Jarrett is the Portfolio Manager responsible for the Risk Arbitrage and SPAC portfolios in the AIMF and AEMF funds. He joins Anson from BMO’s New York office where he ran U.S. Special Situations / Risk Arb strategy. He brings 15 years of sell-side experience spanning Equity Research, Sales and Trading, focused on fundamental and event-driven idea generation in both the United States and Canada; he holds an MBA from York University and is a CFA Charter Holder.

Kelvin Li, Investment Analyst

Kelvin has been with Anson Funds since mid 2019 and is focused on the Arch Anson Tactical Real Estate Fund. Prior to joining Anson, Kelvin worked in real estate private equity at Sandpiper Group and was primarily focused on public REIT activism. Kelvin graduated from Queen’s University with a Bachelor of Commerce degree in addition to completing two levels of the CFA exam.

Thomas Mircea, Investment Analyst

Thomas joined Anson Funds in mid-2020 and is primarily focused on long/short fundamental opportunities. Prior to joining Anson, Thomas completed internships in investment banking at Scotiabank Global Banking and Markets and risk management at BDO Canada. Thomas graduated from the University of Waterloo with a bachelor’s degree in Computing and Financial Management.

Ronnie Liu, Investment Analyst

Ronnie has been with Anson Funds since September 2018 and is primarily focused on long/short fundamental opportunities. Prior to joining Anson, Ronnie completed internships at Ontario Teacher’s Pension Plan Private Capital group and at Information Venture Partners. Ronnie graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration degree with the Co-op option in addition to completing two levels of the CFA exam.

Janek Boski, Investment Analyst

Janek joined Anson Funds in 2019 and focuses on long and short fundamental opportunities. Prior to Anson, he worked in investment banking and most recently in corporate M&A at Rogers Communications. Janek graduated with an Honours Business Administration degree from Ivey Business School.

Brent Levenstadt, Investment Analyst

Brent joined Anson Funds in November 2020, and is primarily focused on long/short fundamental and special situation opportunities. Prior to joining Anson, Brent was an Investment Analyst, Accounting and Special Situations, at Veritas Investment Research in Toronto, Ontario. Previously, he was an associate at PwC, in Toronto, Ontario and Vancouver, British Columbia. Brent graduated in 2012 from the University of British Columbia with a Bachelor of Arts (History, Honours), and is a CPA in Canada.

Josh Rosenblatt, Investment Analyst

Josh joined Anson Funds in 2021 is focused on long/short fundamental opportunities. Prior to joining Anson, Josh was an Associate at BofA Securities in the investment banking group. Josh graduated with an Honours Business Administration degree from Ivey Business School.

team

Operations and Administration

Tony Moore, CFO, COO

Tony has been with Anson Funds since January 2013, and is responsible for middle and back office operations. Prior to joining Anson Funds, Tony was Director of Finance at Alpha Financial Technologies LLC from 2010 to 2012. Previously, he was an Audit Manager at Deloitte, joining the firm in 2005 and leaving in 2010. Tony graduated in December 2004 from the University of Oklahoma, with BBAs in Finance and Accounting, and a Master of Accountancy. Tony earned the CPA License in 2006 and the CFA Charter in 2014.

Laura Salvatori, General Counsel

Laura has been with Anson Funds since March 2019. Prior to joining Anson Funds, Laura was General Counsel and Senior VP, Human Resources at Match MG, a leading North American PE-owned marketing agency headquartered in Connecticut. Previously, she was Vice President, Assistant General Counsel at Goldman Sachs in New York City. Laura also worked as a securities law attorney at Weil, Gotshal & Manges LLP in New York City and prior to that, was at Stikeman Elliott LLP in Toronto. Laura is admitted to practice law in New York State and Ontario. Laura holds a Juris Doctor from Osgoode Hall Law School and a Bachelor of Business Administration from the Schulich School of Business.