Enterprising Investor
Practical analysis for investment professionals

Patrick J. Wierckx, CFA

3 Posts

Biography

Patrick J. Wierckx, CFA, is a Dutch investment professional with more than 25 years of experience in managing institutional equity portfolios. He has held senior positions, including head of Equities at one of the Netherlands' largest asset managers, and is the author of Investing in Hidden Monopolies: Why Customer Loyalty Creates Superior Moats and How You Can Profit. Wierckx is a CFA charterholder, an ESMA-registered Institutional Investment Advisor, and a member of CFA Institute. He holds a master’s degree in business economics.

Author's Posts
Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve

Without an AI taxonomy, investment firms risk overrelying on agentic AI and underutilizing it for optimal capital allocation.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

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.