Enterprising Investor
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Hospitals in Trouble: A Financial Playbook for Leaders and Investors

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

From Models to Markets: A Conversation with Kenneth Blay

Invesco's Kenneth Blay shares insights on portfolio customization, macro strategy, and the role of judgment in modern investing.

Clarity by Design: The New Infrastructure for Investment Firms

Investment professionals can’t opt out of complexity, but they can opt into clarity.

From Theory to Trillions: David Booth | Financial Thought Exchange

DFA’s David Booth on building portfolios—and an industry—on data, not dogma.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.

Women in Alts: Leading with Inspiration, Intuition, and Impact

Women investors are redefining alternatives with bold leadership, values-driven decisions, and long-term impact.

Vices, Virtues, and a Little Humor: 30 Quotes from Financial History

This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.

AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals

A leaked AI system prompt reveals hidden biases in Claude's outputs. What every investment professional should know about using LLMs effectively.

How Clients’ Investment Goals Reflect Risk Behavior and Hidden Biases

Successful investing isn't just about numbers. It's about aligning strategy with the stories people believe about their future.

Geopolitical Change: Investors Should Focus on the Long Term

In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics — capture headlines and influence market sentiments. As investment professionals, it’s crucial for us to understand these dynamics without… READ MORE ›