Enterprising Investor
Practical analysis for investment professionals
04 February 2013

Top Five Articles from January: Manager Search and Selection, Small-Cap Investing, and More

Posted In: Best Of

1. Eric Bennett’s Top 10 Manager Search and Selection Tips

Eric Bennett, CFA, chairman and CEO of Tolleson Private Wealth Management, shares his top 10 tips for manager search and selection.

2. Career Conversations: Formulas for a Successful Resume (Podcast)

A new year always affords us a great opportunity to review the documents we use to market ourselves, such as a resume or CV. This interview with professional resume writer Jared Redick provides some powerful tips for improving one’s resume.

3. Small-Cap Investing: More of an Art than a Science

“Successful investing requires both art and science,” said Preston Athey, CFA, a 34-year veteran of T. Rowe Price. “When T. Rowe Price was founded back in 1937, Mr. Price always considered investing an art, and in fact, he often considered it a black art.”

4. Helping Financial Advisers and Clients Avoid “Financially Dysfunctional Behavior”

One of the challenges investment professionals face is figuring out effective ways of helping some clients become smarter about their decisions. This is key to offsetting what Nobel Laureate Robert C. Merton calls “financially dysfunctional behavior.”

5. The Best Learning Resources on Corporate Governance: Robert A. G. Monks Shares His Picks (Podcast)

Robert A. G. Monks, a pioneer of corporate governance, shares his picks for the best learning resources.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

Photo credit: ©iStockphoto.com/MHJ

About the Author(s)
Jennifer Curry

Jennifer Curry formerly served as managing editor of the Enterprising Investor. Previously, she was the social media manager at the New York Society of Security Analysts (NYSSA). Prior to her work at NYSSA, Curry worked as the senior project editor for a nonfiction imprint at Barnes & Noble Publishing and as an assistant editor at the H.W. Wilson Company. She is the editor of several volumes in the Reference Shelf series, and her writing has appeared in Smithsonian, IndustryWeek, Barnes & Noble Review, and other publications. Curry holds a BS in journalism and a BA in anthropology from the University of Kansas, and an MA in anthropology from Hunter College, City University of New York.

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