european gurus

As an investor I like to look at the buys and sells of confirmed “gurus” with long track rekord. Unfortunately there are/I know little of them in europe. As my portfolio is now already very us biased i am searching for gurus in europe. These are the first ideas i have worth tracking:

GBL / Gérald Frère

Groupe Bruxelles Lambert (GBL), one of the first Belgian companies listed in Brussels since 1956 (NYSE Euronext Brussels), is the second largest holding company in Europe


Bolloré & Vivendi / Vincent Bolloré

Vivendi a French multinational mass media company headquartered in Paris, France

Bolloré is a French investment and industrial holding group headquartered in Puteaux, on the western outskirts of Paris, France. The company, a paper-energy-plantations-logistics conglomerate, employs 28,000 people around the world.


Investor AB / The Wallenberg family

Investor AB is a Swedish investment company, founded in 1916 and still controlled by the Wallenberg family. The company owns a controlling stake in several large Swedish companies with smaller positions in a number of other firms.


LVMH & Dior / Bernard Arnault

LVMH Moët Hennessy Louis Vuitton SE, better known as LVMH, is a French multinational luxury goods conglomerate, headquartered in Paris, France.


Unfortunately I have no idea about a german listed company with a good capital allocation record and honest management.


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