An American living in London who spent two decades in the financial industry and enjoys thinking about business & investments.
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An American living in London who spent two decades in the financial industry and enjoys thinking about business & investments.
Candid & Curious 
Hello!
having read an interesting piece of yours about the European Holding companies (https://bit.ly/2EIWimS9 ) , you may be probably interested in reading an original analysis made by EXOR, showing evidence that holding companies overperform in the long run non only the markets but also the assets they own. It is included (page 2) in the the fresh, latest Letter to Exor Shareholders: http://www.exor.com/dms-static/91a91e21-f8cf-488b-84e0-4b607756cf16/EXOR_Shareholders%20Letter%202018.pdf
Happy to follow up with details…
Andrea Griva (mr.)
Communications of EXOR
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