Practical analysis for investment professionals

Equity Investments


Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Global Third-Party Research: An Industry in Crisis?

As research coverage stagnates globally, Europe sees a MiFID II blip.

Weekend Reads: Upside Down Edition

Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.

The Impact of Single Stocks on Factor Returns

Using the Value factor as a case study, how do single stocks influence factor returns? And how do the FAANG stocks influence six common equity factors?

Top Five Articles from June: Kahneman, India, the Kelly Criterion Reevaluated

Is loss aversion overstated? What fueled Portugal's recent economic recovery? These were among the topics covered in the leading Enterprising Investor posts from June.

Skill Ratio vs. Information Ratio

Isn’t it worthwhile to understand that while a manager’s monthly excess returns may be volatile, their excess returns across five-year time periods are relatively smooth?

Weekend Reads for Investors: Slight Hangover Edition

Jason Voss, CFA, shares stories about artificial intelligence (AI) hype, the mathematics of causation, and a real Transformer, among other topics.

The Kelly Criterion: You Don’t Know the Half of It

Much of what you think you know about the Kelly criterion is wrong, writes Alon Bochman, CFA.

Book Review: Keeping Your Dividend Edge

In Keeping Your Dividend Edge, Todd Wenning, CFA, describes the new market environment that necessitates a revised approach for selecting and monitoring dividend-paying stocks.



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