How does one of Bay Street’s top fund managers consistently
deliver 15% annualized returns while navigating controversy and
volatility? In this episode of In the Money with Amber Kanwar,
Moez Kassam, Chief Investment Officer & Founder of Anson
Funds, shares the secrets behind his success—from finding
catalysts in overlooked markets to using activism to unlock
value.
Moez breaks down why he avoids passive investing, how
multi-strategy flexibility gives him an edge, and why the best
opportunities often hide where others fear to look. He also
discusses how Anson balances shorts, longs, and real estate
activism, and why sentiment shifts like today's fear-driven
markets could be a bullish signal.
In the mailbag, Moez shares candid views on Tesla (TSLA), crypto,
uranium, and the quantum computing hype. Then, in the Pro Picks
segment, he reveals three high-conviction investment ideas—Gildan
(GIL), Vistry Group (VTY.L), and InterRent REIT (IIP.UN)—and
confirms publicly for the first time that Anson is the largest
shareholder of InterRent REIT, outlining the real-world activism
playbook that could unlock massive upside.
If you’re an investor seeking edge in an uncertain market, you
don’t want to miss this grounded, real-talk masterclass.
Timestamps
00:00 Show Intro
01:45 Moez discusses his investment style and how he became one
of Canada’s top fund managers
05:20 FOMO and understanding the risks involved with short
selling
06:20 How lessons learned as a teenager inform Moez’s investment
decisions today
08:40 Why is there a negative association with shorting
stocks?
10:00 Moez addresses market manipulation accusations
14:50 Where is Moez finding opportunities right now?
16:30 If all companies have problems, how does Moez decide if a
problem is big enough to warrant a short?
18:20 Anson’s move into activist investing
22:05 More on Anson’s multi-strategy approach and how real estate
fits in
25:10 Moez on macro, tariffs and potential opportunities
28:40 Moez on the Canadian election and economy
32:00 Moez on philanthropy and giving back
34:05 What will Anson be up to 5 years from now?
35:30 Break: Raymond James Canada CEO on the company’s deep roots
in Canada
37:15 ITM Mailbag: Is Tesla a buy at these depressed
prices?
38:20 Moez’s view on crypto and bitcoin
39:20 Moez’s take on quantum computing
40:40 Moez’s view on uranium and Cameco
41:20 Moez’s Pro Picks
52:50 Moez’s favourite restaurant right now
53:35 Goodbye & coming up
Sponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO
InvestorLine account, and you could receive up to $3,500 cash
back. It’s a great way to jumpstart your investment plan. Learn
more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit raymondjames.ca today to
discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational
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professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
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is not intended to provide legal, investment, accounting or tax
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the same.
In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
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