Show Us Your Portfolio: Harin de Silva
Show Us Your PortfolioMay 11, 202300:53:03

Show Us Your Portfolio: Harin de Silva

In our latest episode of Show Us Your Portfolio, we speak with Harin de Silva, Portfolio Manager at Allspring Global. We talk to Harin about how he manages his personal investments and his strategy for seeking out uncorrelated sources of return and dig into his unique approach to long short factor investing and how he incorporates it into his portfolio. We also discuss his view in international investing, his approach to private investing, the future of the 60-40 portfolio and a lot more.

00:00 - Intro
03:12 - Harin's overall investment philosophy
06:09 - How Harin views retirement
08:45 - An overview of Harin's portfolio
12:05 - The future of the 60-40 portfolio
13:56 - How Harin views bonds
15:59 - The importance of seeking unique sources of return
17:23 - How Harin views the equity portion of his portfolio
18:35 - How Harin thinks about valuations and rebalancing
20:22 - A detailed look at long short equity investing
24:25 - Risk management in long short equity investing
27:34 - International long-short equity investing
32:22 - How Harin views international diversification
36:06 - How Harin's private investing affects the rest of his portfolio
39:12 - The details of Harin's private investments
41:56 - Has Harin made any changes to his portfolio due to high inflation?
43:19 - How Harin views crypto
45:21 - Harins biggest investing mistake
48:59 - Harin's best non financial investments
51:50 - The biggest lesson Harin would teach the average investor

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