Enterprising Investor
Practical analysis for investment professionals

Private Markets: Why Retail Investors Should Stay Away

Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors.

From Sharpe to Pedersen: Why Active Management Isn’t Zero-Sum After All

Sharpe’s arithmetic explained markets at rest. Pedersen’s model shows markets in motion and how active management creates real economic value.

Book Review: On Progress and Prosperity

A collection of witty insightful essays by Larry Siegel explore progress, investing, and the ideas shaping modern economics.

Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve

Without an AI taxonomy, investment firms risk overrelying on agentic AI and underutilizing it for optimal capital allocation.

China Inc. Returns: What’s Driving HKEX’s Boom

Chinese Mainland firms shift from Wall Street to HKEX as reforms, delistings, and policy alignment drive record listings and new investor access.

A Strategic Buyer’s Guide to PE Exits

The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference.

The Augmented LP: 6 Ways AI Can Enhance the Allocator’s Workflow

AI can help LPs structure data, enhance due diligence, and improve oversight, while keeping human judgment central.

The Factor Mirage: How Quant Models Go Wrong

Why factor investing often fails in practice — and how causal reasoning helps quant models perform in the real world.

Private Equity’s New Exit Playbook

The rise of continuation funds reflects private equity's longer hold periods for assets amid higher rates and narrowing exit strategies.

Why Financial Advisors Struggle to Embrace Bitcoin’s Rise

Bitcoin challenges financial orthodoxy, valuation models, and regulation, forcing professionals to rethink what money and value really mean.