About
Mark Forman is a Senior Analyst at Anson Funds (also referred to as Anson Group of Funds or Anson Capital, Inc.), based in Dallas, Texas. In this capacity, he is responsible for in-depth investment research and analysis, supporting the firm’s hedge fund strategies across a range of alternative asset classes. Forman is recognized for his expertise in public equities, with a specific focus on alternative investments such as hedge funds and managed futures, and plays a key analytical role in the firm’s investment process.
Prior to joining Anson Funds, Mark Forman served as Vice President at NewCastle Partners, where he gained significant experience in portfolio management and public market investments. He brings over three decades of finance and investment management experience, which has been instrumental in shaping his rigorous analytical approach and sector expertise.
Throughout his career, Forman has been recognized for analytical depth and a disciplined investment focus. At Anson, he covers a broad spectrum of sectors that typically include technology, healthcare, consumer services, and special situations within the public equity landscape—consistent with the firm’s research-intensive and opportunistic investment strategy.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Anson Group of Funds | Senior Analyst | Jan 2013 to Present | — | 
| Newcastle Capital Management l.p | Research Analyst and Vice President | Jan 2004 to Jan 2008 | — | 
| RPM Metropolitan Capital | Research Analyst | Jan 2002 to Jan 2004 | — | 
| Ing Furman Selz | Associate, Investment Banking Division | Jan 1998 to Jan 2001 | — | 
Education
New York University
Master of Business Administration
1995 — 1997
Stanford University
Bachelor of Arts
1988 — 1992
Highland Park High School / St. Mark'S School Of Texas
Others at Anson Capital, Inc. (17)
| Name | Role | Location | 
|---|---|---|
| Principal and Portfolio Manager | Toronto, ON , Canada | |
| JJay Lubinsky | Principal and Portfolio Manager | Toronto, ON , Canada | 
| Investment Analyst | Toronto, ON , Canada | |
| Associate Portfolio Manager | Toronto, ON , Canada | |
| Analyst | New York, NY , United States | |
| MMoez Kassam | Portfolio Manager | Toronto, ON , Canada | 
| Associate Portfolio Manager | Toronto, ON , Canada | |
| Partner, Anson North Star | Canada | |
| TTaheer Datoo | Portfolio Manager | Toronto, ON , Canada | 
| Vice President Finance | Toronto, ON , Canada |