Martin Perry on the Great Investors of the Early to Mid 20th Century

In an episode of The Zurich Project Podcast, presented by MOI Global, Martin Perry discusses his path in investing, including the sale of his investment firm to Handelsbanken, as well as some of the lessons he has learned from studying the great investors of the early to mid 20th century.

Martin recommends reading and studying the following books in order to gain perspective on investing in turbulent markets:

• Twenty-Eight Years in Wall Street, by Henry Clews (1887) [pdf]
• Psychology of the Stock Market, by George Charles Selden (1912)
• The Battle for Investment Survival, by G.M. Loeb (1935) [pdf]
• Baruch: My Own Story, by Bernard Baruch (1957)
• The Misbehavior of Markets, by Benoit Mandelbrot (2004)

Martin Perry manages private investments at Martin Perry Capital Management, based in London. Previously, from 2001-2015, he was a shareholder, investment director and portfolio manager of Heartwood Investment Management, overseeing tactical asset allocation as well as key client relationships. Heartwood was acquired by Handelsbanken in 2013. At that time, Heartwood had approximately 90 employees and assets under management of GBP 1.6 billion. Prior to Heartwood, Martin spent a decade with UBS in London as investment manager and latterly deputy head of global private banking investment research. He holds an MSc in Finance degree from London Business School.

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