Enterprising Investor
Practical analysis for investment professionals

The Question That Exposes Weak Quant Models

Errant variables can quietly undermine even the most statistically impressive quant models.

International Women’s Day: Women Leaders Put Nutrition First

Women are three times more likely than men to invest in eating well.

NLP and Yield Curve Prediction From Central Bank Minutes

Can algorithms that analyze central bank language help predict the next move in the yield curve?

Three Levers That Drive VC Returns

VC performance hinges on ownership and failure reduction, not just rare breakout wins.

Geopolitical Risk and Portfolio Oversight

A framework for identifying material geopolitical shocks, translating them into portfolio impacts, and documenting risk for oversight and governance.

Aligning Allocation to the Global Business Cycle

Static portfolios lag macro shifts. Predefined cycle triggers help practitioners adjust risk before markets reprice.

Building Commitment to Long-Term Investing

Why clients stall on long-term investing and how reframing commitment around flexibility unlocks forward momentum.

Why Static Portfolios Fail When Risk Regimes Change

Why static portfolio frameworks fail when risk regimes shift, drawing lessons from the very different market breakdowns of 2020 and 2022.

What the Market Knows That WACC Doesn’t

Market-implied discount rates reveal how investors price risk, often diverging from WACC and reshaping capital decisions.

Attention Bias in AI-Driven Investing

AI tools may favor popular stocks over overlooked ones, embedding attention bias into investment decisions.