Enterprising Investor
Practical analysis for investment professionals

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.

Private Equity Returns Without the Lockups

Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.

Clarity by Design: The New Infrastructure for Investment Firms

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

Outperformed by AI: Time to Replace Your Analyst?

Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.

From Ivory Tower to Investment Toolbox: Why Research Matters

Discover how cutting-edge academic research becomes real-world investment strategy and explore award-winning insights from the Hillsdale–CFA Society Toronto Research Award.

From Theory to Trillions: David Booth | Financial Thought Exchange

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

Singapore Floats Retail Access to Private Markets: Next Frontier for Asset Managers?

Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.

Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

Explore a Bayesian approach to investing that updates beliefs with data, manages risk, and identifies market mispricing.

Search Funds: A Strategic Investment in Underserved Markets

Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.

Book Review: Financial Statement Analysis for Value Investing

Penman and Pope refine classic value investing through the lens of financial statements.