Building a Robust Investment Strategy: Insights from Tobias Carlisle

September 18, 2024

Tobias Carlisle, an Australian investor and founder of Acquirers Funds, LLC, also shares his personal journey—from his beginnings as a corporate advisory lawyer in Australia to his transition into investing inspired by Warren Buffett. His career spans roles as an activist hedge fund analyst and general counsel, leading up to his authorship of Deep Value, Quantitative Value, and Concentrated Investing.

Full transcript available here: https://aqfd.docsend.com/view/ziv6die4mhrta2ud

Contents:

(00:00:01) The Journey from Australia to the States

(00:03:20) A Career Start in Law

(00:07:01) The Transition to Investing

(00:14:46) Exchange traded Funds vs. Mutual Funds

(00:27:31) The Important of Risk of Ruin

(00:31:12) On Tobias’s Books

(00:36:33) The Disciple of Writing

(00:45:26) Tobias on His Portfolio Construction

(00:58:17) Historical Fictions

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

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