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Anson Funds
Anson Funds is an SEC-registered investment adviser in Dallas, TX, registered since 2012. The firm manages approximately $3.0 billion in assets.
Overview
Anson Funds is an SEC-registered investment adviser in Dallas, TX, registered since 2012. The firm manages approximately $3.0 billion in assets. It has 4 employees and 1 investment adviser.
General information
Firm type
RIA
Year founded
2003
AUM
Over $2 billion (per firm website)
Location
Region
North America
Country
Canada
City
Dallas
Corporate office
Toronto, Canada
Additional offices
Dallas, Texas, United States
Principals
Moez Kassam
Chairman and Chief Investment Officer
Amin Nathoo
Strategic Operations, Investment Strategy, Trading
Tony Moore
Finance, Operations, Marketing, Private Investment Vehicles
Sunny Puri
Strategic Trading and Portfolio Management
Taheer Datoo
Principal, North American Small-Cap Equities
Laura Salvatori
General Counsel
Sector focus
Frequently asked questions
Who runs investment decisions at Anson Funds?
Moez Kassam, co-founder and Chairman, serves as CIO and leads the investment committee. Other key investment professionals include Amin Nathoo, Sunny Puri, and Taheer Datoo, who focus on different asset classes and strategies.
How does Anson Funds source proprietary deal flow?
Anson generates deal flow through activist campaigns and formal engagement with public companies. It often builds stakes in underperforming firms, then pushes for board changes, sales, or operational improvements.
Does Anson participate in fund commitments or only direct deals?
Anson primarily makes direct investments in public equities and debt. It also engages in structured financings, but it does not disclose any fund-of-funds or external GP commitments.
What investment stages does Anson typically target?
Anson focuses on publicly traded securities, including both long and short positions. Its activist campaigns often target mid- to large-cap companies, but the firm also invests in small-cap equities and special situations.
Which sectors does Anson explicitly avoid?
Anson does not publicly state any excluded sectors. Its disclosed portfolio includes technology (Twilio, Match Group), real estate (InterRent REIT), media (Lionsgate, Clear Channel Outdoor), and consumer internet.
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