Anson Capital, Inc.

Anson Capital, Inc. is a wealth-management firm allocating client money, specialised in financials (80% of the long book), running a $146.2M US long book across 90 positions.

The portfolio is moderately concentrated (top 10 ≈ 48% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDRB B 3-12M T-BILL ETF, ISHARES 0-3 MONTH TREASURY B, VANECK IG FLOATING RATE ETF, FIDELITY INVEST GRD BND ETF, PACER DEVELOPED MARKETS INTE.

Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.