Enterprising Investor
Practical analysis for investment professionals

Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration

How CIOs can slash costs, scale alpha, and modernize their investment engine with a high-impact Human+AI strategy.

Patience Pays: Why Quality Shares Outperform in the Long Run

Market timing rarely pays. Patience, and investing in high-quality companies, equal long-term outperformance.

The Earnings Dip Before a Sweet Deal: Going Private in Europe

European voluntary delistings often involve earnings management. This study shows the patterns and implications for investors.

Managing Client Fear: The Cognitive Skill Every Financial Advisor Should Master

A simple cognitive trick helps advisors reframe client fear, restore perspective, and guide decisions grounded in long-term goals.

How to Value Digital Tokens: A 5-Step Fair Value Framework

How financial analysts can approach digital asset valuation through a structured, five-step fair value framework.

From Risk to Resilience: What Finance Can Learn from the Futures

From forecasting to foresight: how scenario thinking enhances risk awareness and long-term resilience in finance.

Mind the Cycle: From Macro Shifts to Portfolio Plays 

Markets move on change, not levels. Spot shifts in growth, inflation, and liquidity early to stay ahead of the global cycle.

Private Credit Secondaries: From Niche Strategy to Core Portfolio Tool

Private credit’s resale market is booming. Secondaries offer liquidity but reveal growing strain in traditional exits.

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.