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Monetary Matters with Jack Farley
The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
Mar 11, 2025
Moez Kassam, CIO and Founder of Anson Funds, discusses his hedge fund's remarkable 15% annualized returns since 2007. He delves into the art of short-selling and shares innovative equity strategies developed during the 2008 financial crisis. Kassam emphasizes the importance of teamwork in investment success and reveals how they adapt to market shifts, including trends in SPACs and cryptocurrency. He also highlights the significance of building long-term relationships with investors and intertwines financial acumen with philanthropy, showcasing the transformative power of support.
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Quick takeaways
- Moez Kassam's Anson Funds has achieved significant growth by leveraging unique short selling strategies during market downturns, demonstrating resilience in challenging conditions.
- Identifying catalysts that signal market overvaluation is essential for short sellers, allowing Anson Funds to capitalize on price corrections effectively.
Deep dives
The Role of Catalysts in Investment Strategy
Catalysts play a crucial role in identifying investment opportunities within the hedge fund landscape. A company may appear overvalued, but specific events, such as product launches or earnings reports, can trigger market reassessment of its true value. Recognizing these moments allows investors to capitalize on the resulting shifts in perception, particularly for firms with flawed fundamentals. This strategy positions the fund to leverage informational asymmetries during significant market movements.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode