Welcome to my new blog, which will talk about the interesting financial services industry folks I meet in my role as editor in chief of Financial Planning. We frequently meet for breakfast, hence this title. I hope you’ll find interesting ideas, and perhaps have the occasion to meet up with me for early morning coffee and conversation.

This week, I had the pleasure of breakfasting with Harindra de Silva, president and portfolio manager at Analytic Investors, an investment firm that manages institutional portfolios and mutual funds using a quantitative approach and has about $7.2 billion under management. The firm is owned by Old Mutual. Many quant firms have suffered since the market meltdown in 2008, particularly long/short funds, and the long/short fund Harin co-managed, Old Mutual Analytic U.S. Long/Short, was no exception. But he has another portfolio that is doing quite well, and that’s what we discussed this week.

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