About
Kelvin Li is an Associate Portfolio Manager at Anson Funds, based in Toronto, Ontario, where he plays a key role in the management of the Arch Anson Tactical Real Estate Fund. His responsibilities are centered on developing and executing REIT (Real Estate Investment Trust) investment strategies, with a particular focus on public real estate securities and tactical equity opportunities within the North American and select global markets.
Prior to joining Anson Funds in 2019, Kelvin gained valuable experience in real estate private equity at Sandpiper Group, where he worked primarily on public REIT activism. This background provided him with a strong foundation in both capital markets and active engagement strategies within the public real estate sector.
Kelvin holds a Bachelor of Commerce from Queen’s University and is a Chartered Financial Analyst (CFA) charterholder. He has also completed the Canadian Securities Course, underscoring his deep expertise in real estate investment and public equity markets, particularly focusing on the REIT sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anson Funds | Associate Portfolio Manager | Jan 2019 to Present | Arch Anson Tactical Real Estate Fund |
| Arch Corporation | Associate Portfolio Manager | Jan 2019 to Present | Arch Anson Tactical Real Estate Fund |
| Sandpiper Group - Real Estate Private Equity | Private Equity Analyst | Jan 2017 to Jan 2019 | — |
Education
Queen's University
Bachelor of Commerce (BCom), Finance, General
2013 — 2017
Crescent School
2003 — 2013
Others at Anson Capital, Inc. (17)
| Name | Role | Location |
|---|---|---|
| Principal and Portfolio Manager | Toronto, ON , Canada | |
J Jay Lubinsky | Principal and Portfolio Manager | Toronto, ON , Canada |
| Investment Analyst | Toronto, ON , Canada | |
M Mark Forman | Senior Analyst | Dallas, TX , United States |
| Analyst | New York, NY , United States | |
M Moez Kassam | Portfolio Manager | Toronto, ON , Canada |
| Associate Portfolio Manager | Toronto, ON , Canada | |
| Partner, Anson North Star | Canada | |
T Taheer Datoo | Portfolio Manager | Toronto, ON , Canada |
| Vice President Finance | Toronto, ON , Canada |