Guy spier is the managing partner of aquamarine capital and author of the education of a value investor. Portfolio holdings of guy spier aquamarine capital. Since 1997 he has managed aquamarine fund, an investment partnership inspired by, and. Book number 1 the education of a value investor by guy spier. Zoo torah judaism and the animal kingdom what i cant believe is that they actually want to excommunicate him, and prevent his books from being read. The firm commenced operations in 1997 with capital from family and friends and grew to accommodate thirdparty investors. I received the annual report for the aquamarine fund which was sent to me by guy spier who is the managing partner of the fund. We also have michael shearn, who founded time value of money and is the author of the excellent book, the investment checklist. I am the author of a book titled the education of a value investor and i run the aquamarine fund. I asked matthew peterson this important question for investors the covid19 pandemic is raging. This interview is being published in conjunction with the manual of ideas, which is a great value investing site run by run by my colleague, john mihaljevic. Sep 22, 2014 part memoir, part wall street advice, and part howto, guy spier takes readers on a ride through wall street but more importantly provides those that want to take a different path with the insight. Even though we can read his stories in our favourite armchair, the rough and raw and language of the book takes us right out back out to the bare mountain.
However, he has managed to deliver an enviable track record since founding the aquamarine fund in 1997. My goal here is simply to share with you a selection of books. Guy spier is the author of the education of a value investor 4. Every day, guy spier and thousands of other voices read, write, and share important stories on guy spier. Guy spier, mohnish pabrai, and michael shearn on checklists. Guy spier has run aquamarine fund for the last 14 years. In 2009, i moved from new york to zurich, switzerland, where i live with my wife lory and our three children, eva, isaac and sarah. Im a zurichbased investor and the author of the education of a value investor, which was published in 2014. As you probably know, horsehead filed a bankruptcy petition at the beginning of february. Guy spier is 45 years old and for the last 14 years has been the manager of aquamarine fund, an investment partnership. Since 1997, he has managed aquamarine s privately offered investment funds. This guest post documenting guy spier advice for investors was written by henry jackson. The education of a value investor guy spier macmillan. The fund called aquarium capital, is an investment partnership inspired by the original 1950s buffett partnerships with market beating returns.
An interview with famed value investor guy spier the. Important takeaways for me are that we should be accepting of adversity because it is only way that we can prove our virtues. However, its more about the actual journey of guy spier s experience discovering the world of value investing, running his aquamarine fund and many lessons he has learned along the way. Guy spier is manager of the aquamarine fund and author of the education of a.
Guy spier aquamarines investing principles build my. My goal here is simply to share with you a selection of books that have enriched my life. Guy spier born february 4, 1966 is a zurichbased investor and author of a book on investing entitled the education of a value investor. Watch this advice of guy spier aquamarine funds youtube. Aquamarine capital is an investment manager whose investment philosophy was inspired by the original. Guy spier cappuccino and conversation with guy spier.
Nov 19, 2014 guy spier has run aquamarine fund for the last 14 years. About guy spier guy spier is a zurich based investor. Next up is guy spier of aquamarine fund who presented long posco. Countries are locked down, shelterinplace orders have been issued, and market prices have collapsed with. In 2009, i moved from new york to zurich, switzerland, where i livewith my wife lory and our three children, eva, isaac and sarah. Sometimes accompanied howling winds and raging storms. Oct 05, 2010 guy spier is the manager of aquamarine fund, an investment partnership inspired by the original 1950s buffett partnerships with market beating returns. Why guy spier rejected warren buffetts investment strategy. What i found very interesting about the report was a section which covered a set of principles which gives one great insights as to how the fund is managed as well as some of the principles learnt by guy spier who is a value investor and had lunch with warren buffett. Guy previously worked as an investment banker in new york and as a. I spoke to georgina godwin of monocle radio about my book, the education of a value investor. Guy spier s investment vehicle is his aquamarine capital, an investment partnership inspired by warren buffetts early partnership.
Guy spier is a zurichbased investor and the author of the education of a value investor. For those who dont know, guy spier is an investor born in 1966. His book, meditations is an exposition of stoic philosophy. Education of a value investor spier, guy 0884879948829. If you continue to use this website without changing your cookie settings or you click accept below then you are consenting to this.
All of the books listed here have played a part in my education, not just as an investor but as a person in search of happiness, fulfillment, and a deeper understanding of how the world works. The managing partner and principal of aquamarine capital is guy spier, who is an ardent disciple of warren buffett and closely follows buffetts principles on value investing and capital allocation. Guy poses on the record questions and matthew shares a rare message with all investors not to miss this opportunity. You would think that these rabbis have something better to do than excercise thought control. Since guy opened his value fund in september 2007, his fund has returned 186% net of fees. Aquamarine fund represents more than 90% of my net worth, and my. As i wrote in my book, my fund did not start out with. The cookie settings on this website are set to allow cookies to give you the best browsing experience possible. Also joining us is guy spier, my zurichbased friend and successful value investor who runs aquamarine fund. Guy spier has run the aquamarine fund for the last 17 years.
Since 1997 he has managed aquamarine fund, an investment. Sharing the incredible story of his career and the wisdom he acquired along the way, spier has some surprising insights concerning, what he sees as a false choice between leading an ethical life and a financially successful one. Guy spier talks to georgina godwin of monocle radio about his book, the education of a value investor. It supplies case studies, an investors checklist and investing principles. Former wall street investment banker and philanthropist guy spier reveals how meeting warren buffett changed his careerand his lifein the education of a value investor. Hagstrom has written about this alrady, but its important. Aquamarine is fairly restrictive with regards to who it manages money for, and fund information is only distributed by request.
Guy spier s value investing congress presentation the investment process. Indeed, it was only my meeting with mohnish pabrai, and our subsequent lunch with warren buffett that properly set me on that path. He manages his fund, aquamarine capital, from zurich, switzerland. About the author guy spier has run the aquamarine fund for the last 17 years. Guy spiers investment vehicle is his aquamarine capital, an investment partnership inspired by warren buffetts early partnership. Matthew peterson is the managing partner of peterson capital management, a concentrated, long term, public equity fund. Since 1997, he has managed the aquamarine fund, an investment partnership inspired by, and styled after, warren buffetts original 1950s partnerships. Rabbi nosson slifkin has been accused of heresy by a group of powerful orthodox rabbis for his writings on torah and science.
Articles and appearances aquamarine fund aquamarine fund. My transformative quest for wealth, wisdom, and enlightenment. Aquamarine fund founder spier, widely known for his shared victory in the 2007 auction of a lunch appointment with warren buffett, shows how the legendary investor from omaha became an example, guide and mentor in his own journey to master the secrets of value investing. Guy follows closely buffetts principles on value investing and capital allocation. Guy spier has run the aquamarine fund for 20 years, racking up a stellar record of market beating returns. Reported price is the price of the security as of the portfolio date. Aquamarine capital is an investment manager whose investment philosophy was inspired by the original 1950s buffett partnerships. The following message was written by guy spier of aquamarine capital, a horsehead holding shareholder, and im posting it with his permission if you are a shareholder of horsehead holdings, please read this carefully. Guy spier started his career as a harvard mba for an investment bank and later ended up as hedge fund manager of his own hedge fund, aquamarine fund. Recognize that youre not buffett and that youre not rational. Guy spier calls attention of horsehead holdings shareholders.
The jewish chronicle zoo rabbi accused of heresy guy spier. Article image creative commons by richter frankjurgen. The education of a value investor by guy spier swell asset. The real life marcus aurelius was a great conqueror, emperor of rome, and leader of men. Spier is a hedge fund manager aquamarine capital who has patterned his fund after warren buffetts early partnership. This money was used to start the aquamarine fund in 1997, which spier still manages today. Guy spier talk with matthew peterson is now the time to invest. I had the privelege of conducting an interview with guy spier. Guy spier is a zurichbased investor and the author of a book on investing.
This value is significant in that it indicates the portfolio managers confidence in the stock at that price and suggests at least some level of. The managing partner and principal of aquamarine capital is guy spier, who is an ardent disciple of warren buffett and closely follows buffetts principles on. Guy spier is the manager of aquamarine fund, an investment partnership inspired by the original 1950s buffett partnerships with market beating returns. Mar 23, 2014 guy spier has run the aquamarine fund for the last 17 years. Guy spier author of the education of a value investor. Guy spier born february 4, 1966 is a zurichbased investor and author of a book on investing. Where the only constant companions are rock, snow, ice, clouds and sky. Aquamarine fund is an investment partnership inspired by the original 1950s buffett partnerships, run by a close replication of the original buffett partnership rules. The book provided three overarching benefits for me.
His methodical approach to investing and use of checklists was featured in. Occupation investor, aquamarine fund, author guy spier born february 4, 1966 is a zurichbased investor and author of a book on investing entitled the education of a value investor. Aquamarine fund represents more than 90% of my net worth, and my only business interest. Since 1997, he has managed aquamarines privately offered investment funds. Since 1997, ive managed a privately offered investment fund known as the aquamarine fund. Guy spier aquamarine capital stock picks stock holdings page. Since 1997 he has managed aquamarine fund, an investment partnership inspired by, and styled after the original 1950. Sorry for the delayed response this is not a book about deep valuation. My transformative quest for wealth, wisdom, and enlightenment, it was a quick yes. In the education of a value investor 2014, guy spier recounts his transformation from greedy hedge fund manager on wall street to a successful value investor. Aquamarine capital management is based out of boston.
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