John Haslett: The Portfolio Philosopher Who’s Never Lost a Client

John Haslett is not your typical finance COO. As cofounder of Graphite Asset Advisory, John brings a rare blend of risk discipline, storytelling flair, and market intuition that sets him apart in the world of discretionary fund management. Named a Top 10 LinkedIn Voice in South African finance, John has built a firm that has never lost a single client or team member in over a decade. In this episode, we dive deep into how he did it and what it means to truly play the long game in both markets and life.🔍 From auditing structured finance in the 2008 crisis to building a human centered investment firm🧠 How behavioral risk, not just portfolio theory, drives Graphite’s asset allocation📈 Why both value and growth managers are outperforming and what it signals for active investing🤖 The creative power of AI in finance and John's process behind the Green and Bear It letter🏉 What rugby, deadlifting, and raising a daughter taught him about long term thinkingIf you are into resilience, market psychology, and the future of asset management, this one is for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/Enjoy the episode!Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.