AIC Conversations - Guy Spier (Founder and Managing Director, Aquamarine Capital)

Background:

Guy Spier is a Zurich based author and investor. Guy completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University where he studied at Brasenose College with the British Prime minister David Cameron. After completing his MBA, Guy started the Aquamarine Fund which is an investment vehicle inspired by the original 1950's Buffett partnerships, and run with a close replication of the

original Buffett partnership rules. The focus is on investing for long term capital appreciation

and capital preservation by running a portfolio of equity investments with the goal of acquiring

companies with outstanding long-term economics at a reasonable price and where there is a

sufficient margin of safety between the company’s market price and its intrinsic value. Typical

investors include high net worth individuals, family offices and private banks. In 2008, Guy made news by bidding $650,000 with his friend, Mohnish Pabrai, to have a charity lunch with Warren Buffett. His book, “The Education of a Value Investor” has sold more than 40,000 copies and has also been translated into Hebrew, German, Japanese, Korean, Polish, Mandarin and Spanish.

This interview was conducted on the 1st of November 2020.

Subscribe and follow our social media channels for further updates on upcoming speakers:

#guyspier #aquamarine #warrenbuffett #valueinvesting