Episode Details

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 purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and d