Aquamarine capital management llc top holdings f filings. Spier is the founder and managing partner of aquamarine capital, an investment partnership styled after the original 1950s buffett partnerships. Aquamarine is fairly restrictive with regards to who it manages money for, and fund information is only distributed by request. Guy spier ceo, aquamarine capital management udemy. Guy spier has provided readers with a shortcut through years of hazardous business experience. In the book guy tells his story about how he changed his way of life, becoming a value investor and managing partner of the aquamarine capital working out of zurich, switzerland. Aquamarine capital is an investment manager whose investment philosophy was inspired by the original 1950s buffett partnerships. Aquamarine investment partners is a team of professionals including a research division, engineers and asset managers, analysts and auditors. Aquamarine capital is an investment manager whose investment philosophy was inspired by the original. Guy spiers presentation from partners meeting in new york. I think the book is well worth a read for everyone who wants to get to know guy better, and follow him on his investing journey from new york to zurich. Amanda pullinger to receive award from the american friends.
Cumulative return net of fees since inception sep, 1997. Guy spier author of the education of a value investor. Aquamarine fund is an investment partnership inspired by the original 1950s buffett partnerships, run by a close replication of the original buffett partnership rules. Spier is a member of ypo, eo, zurich minds and the latticework club. Apr 05, 2006 the american friends of james joyce announced that amanda j. Dec 02, 2015 guy spier is managing partner of the aquamarine fund and the author of the education of a value investor. Sep 02, 2015 guy spier on checklists for investors by hurricanecapital september 2, 2015 september 2, 2015 a checklist is a way of managing your own mind and guarding against your own proclivities, so it needs to be based on this kind of selfawareness. Guy previously worked as an investment banker in new york and as a management consultant in london and paris. The education of a value investor pdf summary guy spier. Spier currently resides with his wife lory and their three.
The education of a value investor guy spier macmillan. February 24, 2016 guy spier, founder and managing partner, aquamarine capital ben graham centre bg. Education of a value investor guy spier, aquamarine by travis johnson, stock gumshoe, september 9, 2014 these are my notes and instant reactions from a presentation at the value investing congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Guy spier is the author of the education of a value investor 4. The managing partner is guy spier who is an ardent disciple of warren buffett, and closely follows buffetts principles on. For many of us, struggling on our own, without mentors or role models, the lessons which he conveys in this book will be invaluable. Guy spier cappuccino and conversation with guy spier. Forget about bonds, forget real estate, forget venture capital.
Historical performance represents aquamarine fund, inc. Aug 16, 2009 guy spier of aquamarine capital is a noted value investor and speaker on investment management. Navigating between fear and greed using checklists. Apr 25, 2018 the education of a value investor summary by guy spier does precisely what it promises it shares the secrets of becoming a successful value investor by achieving a balance between financial success and sound values and morals. February 24, 2016 guy spier, founder and managing partner. What are your thoughts on the intermingling of ratings agencies with big banks. The art of value investing an interview with guy spier. The following transcript has been edited but may contain errors. You spent 18 months as an investment banker in an unauthentic environment at. My transformative quest for wealth, wisdom, and enlightenment. Pullinger, vice president of aquamarine capital management, llc, would receive the award for distinguished service in the field of education at the bloomsday awards celebration on june 14, 2006 at the yale club, new york city. This book by one of the most prolific secondgeneration buffetteers is about building the.
Aquamarine capital management guy spier assets under management f holdings, latest news, dg filings, and investor letters provided by insider monkey. Guy spier, chief executive officer, aquamarine capital. Navigating between fear and greed using checklists guy spier. Then, a series of transformations and selfrealizations led him from an investment banking job with a thirdrate firm to managing his own fund, which has generated tremendous returns for. The american friends of james joyce announced that amanda j. In this book, he gives us a powerful reminder of how enriching it is to dedicate ourselves to the pursuit of continuous, lifelong learning. 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. Guys willingness to share his insights with fellow value investors reminds us of buffetts. John mihaljevic and oliver mihaljevic, valueconferences best ideas 2014, january 7, 2014 john mihaljevic. Guy spier build your life in a way that suits you guy spier is the founder and managing partner of aquamarine capital, an investment partnership styled after the original 1950s buffett partnerships. Spier, guy the education of a value investor palgrave macmillan 2014, equity investing, grade hang out with people better than you, and you cannot help but improve.
Morningstar dont be your own worst enemy video seeking alpha the art of value investing. Since the funds inception in september 1997, our investors capital has compounded at a rate of 8. Guy s book, the education of a value investor, was preston and stigs favorite book of 2014. Navigating between fear and greed using checklists guy. Aqm capital llc is an secregistered investment advisory firm, headquartered in new york, ny, which provides investment management services to aquamarine investment partners. Since 1997, he has managed aquamarine s privately offered investment funds. Why guy spier rejected warren buffetts investment strategy. Media in category guy spier this category contains only the following file. Guy spiers investment vehicle is his aquamarine capital, an investment partnership inspired by warren buffetts early partnership. Guy spier of aquamarine capital is a noted value investor and speaker on investment management. Nov 19, 2014 guy spier has run aquamarine fund for the last 14 years. Lunch with warren buffett changed my life guy spier. The education of a value investor summary by guy spier does precisely what it promises it shares the secrets of becoming a successful value investor by achieving a balance between financial success and sound values and morals.
Michael shearn, managing partner, time value of money lp hosts. Why guy spier rejected warren buffetts investment strategy net. Portfolio holdings of guy spier aquamarine capital. Cumulative return net of fees since inception sep, 1997 as of may 19, 2009. Guy spier is a zurichbased investor and the author of the education of a value investor. Annual letter salesforce form2 aquamarine zurich ag. Guy spier born february 4, 1966 is a zurichbased investor and author of a book on investing. Guy spier on checklists for investors hurricane capital. Guy spier has run aquamarine fund for the last 14 years. Author guy spier started his career as a gordon gekko wannabe brash, shortsighted and entirely out for himself. Guys book, the education of a value investor, was preston and stigs favorite book of 2014.
The managing partner is guy spier who is an ardent disciple of warren buffett, and closely follows buffetts principles on value investing and capital allocation. Im a zurichbased investor and the author of the education of a value investor, which was published in 2014. Since 1997, ive managed a privately offered investment fund known as the aquamarine fund. Saurabh mittragather lists24554 authors of finance books. The proven framework for finding the best value investments. Reported price is the price of the security as of the portfolio date. Guy spier is the founder of the aqua marine hedge fund and hes a warren buffett style investor. Guy spiers presentation from partners meeting in new york, stocks. 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. The education of a value investor by guy spier pdfepub. 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. Guy graciously agreed to answer the readers questions and to host it on marketfolly so everyone can learn from his experiences.
Aquamarine fund 3 dear partner, investment results in 2015, the aquamarine fund returned 16. Aquamarine fund is an investment vehicle inspired by the original 1950s buffett partnerships, and run with a close replicati on of the original buffett partnership rules. Guy spier, founder and managing partner, aquamarine capital. Education of a value investor guy spier, aquamarine. If i had used the aquamarine fund as my only stock holding a global value fund, and. Spier, along with mohnish pabrai, had lunch with warren buffett after submitting the winning bid for. Guy spiers investment vehicle is his aquamarine capital, an investment. He is the author of the best selling book, the education of a value investor, and hes a graduate of harvard and oxford university. What is your opinion on the reinstatement for the glasssteagall act.
Sep 22, 2014 spier is a member of ypo, eo, zurich minds and the latticework club. Since 1997 he has managed aquamarine fund, an investment partnership inspired by, and styled after the original 1950. Dec 31, 2019 portfolio holdings of guy spier aquamarine capital. Guy spier on mohnish pabrai and that meeting with warren. Guy spier is managing partner of the aquamarine fund and the author of the education of a value investor. Guy spier on checklists for investors by hurricanecapital september 2, 2015 september 2, 2015 a checklist is a way of managing your own mind and guarding against your own proclivities, so it needs to be based on this kind of selfawareness. Below are the questions and answers from part i and part ii of our interiew with guy spier. In 2008 he, along with mohnish pabrai, had lunch with warren buffett after submitting the winning bid for buffetts annual glide charity auction.
Guy spier s investment vehicle is his aquamarine capital, an investment partnership inspired by warren buffetts early partnership. 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 spier has run the aquamarine fund for the last 17 years. The managing partner of aquamarine fund is guy spier who is an ardent disciple of warren buffett, and closely follows buffetts principles on value investing and capital allocation. A marketfolly reader recently reached out to aquamarine capitals guy spier about his new book, the education of a value investor. A dozen things ive learned from guy spier about value investing. In the fall of 2017, john mihaljevic sat down with guy spier, chief executive officer of aquamarine capital, at the aquamarine offices in zurich for a wideranging conversation on value investing in europe and beyond.
Aquamarine capital als arbeitgeber xing unternehmen. Aquamarine has offices in new york, london and zurich where mr. Navigating between fear and greed using checklists guy spier ceo, aquamarine capital. If guy spier were the principal of a 5 billion family office he would invest virtually everything in a handful of substantial but undervalued listed companies. Guy spier aquamarine capital management 2020 f holdings.
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