Guy Spier might not be well known, but he is no doubt a great value investor. He did his MBA at the Harvard Business School (class of 1993) and has a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University, where he studied at Brasenose College. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics.
Since Guy opened his value fund in September 2007, his fund has returned 186% net of fees. The fund called Aquarium Capital, is an investment partnership inspired by the original 1950’s Buffett partnerships with market beating returns. He has absolutely crushed the indexes like the S&P 500 which has returned 20%, and the FT 100 which returned 7%.
I was lucky enough to be introduced to Guy by my colleague and friend Tim Du Tiot who is a fund manager in Europe and runs a great European value blog http://www.eurosharelab.com/. Guy was very nice to take time out of his busy schedule to correspond with me.
Guy stated "Read some of the following books. They and their titles may sound strange, but I have learned a tremendous amount from each of them." The truth is I have only read Carnegie's book, but the books seem to be not typical value books. However, with Guy's personal recommendation I hope to get to the others eventually.
- Think And Grow Rich: The Secret To Wealth Updated For The 21St Century- Napoleon Hill
- How To Win Friends and Influence People - Dale Carnegie
- Awaken the Giant Within: Anthony Robbins
- Guy Spier sent The Art of the Good Life: 52 Surprising Shortcuts to Happiness, Wealth, and Success as a Holiday gift in 2017
- He called Pre-Suasion: A Revolutionary Way to Influence and Persuade by a must read
Based on GoodReads he gives the following five stars
- Buffett: The Making of an American Capitalist
- The Intelligent Investor
- Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street
- Acres of Diamonds
- Skill: 40 Principles that Surgeons, Athletes, and Other Elite Performers Use to Achieve Mastery
- Becoming Marta
- Berkshire Hathaway Letters to Shareholders
- DREAM BIG: How Jorge Paulo Lemann, Marcel Telles and Beto Sicupira Acquired Anheuser-Busch, Burger King and Heinz and Revolutionized Brazilian Capitalism
- The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
- Prisoners of Geography: Ten Maps That Explain Everything About the World
- Dangerous Odds: My Secret Life Inside an Illegal Billion Dollar Sports Betting Operation
- The New Masters of Capital: American Bond Rating Agencies and the Politics of Creditworthiness
- Viking Raid (Robert Fairchild #2)
- Homo Deus: A Brief History of Tomorrow
- Getting There: A Book of Mentors
- Where Are the Customers' Yachts?: Or a Good Hard Look at Wall Street
- More Than You Know: Finding Financial Wisdom in Unconventional Places
- Total Leadership: Be a Better Leader, Have a Richer Life
- Fortune's Formula: The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street
- Mondo Agnelli: Fiat, Chrysler, and the Power of a Dynasty
Guy stated did you know that Warren Buffett did the Dale Carnegie course when he was young, and credits it with much that he learned about business in his early years?
Guy Spier wrote The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom and Enlightenment we assume he would recommend it!