Monetary Matters with Jack Farley The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
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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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Selling and Niche Markets
- Focus on selling a good product; for Moez Kassam, that's his hedge fund's unique strategy.
- Target niche markets where you have a competitive advantage, like small-cap frauds, rather than large, well-researched companies.
Short Selling Origin
- Moez Kassam's interest in short selling began after losing 75% of his summer job savings on a stock promotion.
- This sparked his curiosity about shorting and how hype can mislead investors.
Short Selling in Bull Markets
- Short selling during bull markets requires identifying catalysts that expose overvalued companies.
- These catalysts, like product launches or earnings, reveal when hype exceeds reality.