Harsh Balani

Background

About Harsh Balani

Harsh is an investment professional with ~8 years of investment research, asset management, and consulting experience. Currently, he's part of the DM investment team at an Abu Dhabi-based Private Family Office. The simplicity of the setup, as well as permanent and patient capital, provides him with the proper environment to pursue his strategy of identifying long-term compounders.While evaluating any company, he prioritizes the robustness and resilience of the business and of the industry in which it operates, which limits downside potential, before determining the mix of returns on capital and scope for reinvestment opportunity that accounts for the upside. He's currently tracking several industries and facilitating in-depth knowledge of companies to find businesses with strong moat and structural advantages.He will certainly be interested if you want to talk about investments or have investment ideas. A good idea can come from anywhere, and he appreciates your thinking of him.Currently, he's building his competence around the following few industries/areas and would like to learn more about them:1. Software - Customer Experience, Work Management, Productivity and Data Management solutions, DevOps2. Cloud computing3. Observability 4. Cybersecurity5. Digital Advertising 6. E-commerce7. Semiconductors - WFE, Photolithography, Chips (Process & Design) and Networking 8. Fintech 9. REITs, focusing primarily on - Industrials, Resi's (SFH, MH, Multi-family), Towers, Data Centres but also keep a track on Farmlands, Retail (Malls, Strip Centres, Free Standing), Senior Housing, Self StorageIn the past, he has also built competence in the following sectors and continues to learn about them:1. Corporate Credit Rating Agencies2. Index Providers 3. Luxury Goods4. Consumer Credit Bureaus 5. Waste Management6. Consumer Good Ingredients 7. Payments - Wallets, Networks (Open & Closed Loop), Merchant Acquirers, Processors8. Gold Miners If you think you can teach him something about the same, send him a message or email him at harshbalani@icloud.com.