Practical analysis for investment professionals

Portfolio Management


The Old Faithful Portfolio

Can Old Faithful's renowned reliability be replicated in a portfolio?

Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental

An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.

Beware of Experts Bearing Forecasts

As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long run, says Mark Armbruster, CFA.

Weekend Reads from India: Measuring Manager Skill vs. Luck

India's rapidly expanding mutual fund industry is currently undergoing momentous change, Shreenivas Kunte, CFA, reports.

Investing: Past, Present, and Future

Memes are simple ideas that sometimes take hold and change the world. Finance has undergone two major cycles of transformation under this principle over the last 100 years and a third cycle more recently. Christopher K. Merker, PhD, CFA, explains.

Tail Risk: Who’s Afraid of King Kong?

How quickly we forget. After a bullish 2018, tail risk is back. Which means it's a good time to talk with risk management expert Raphael Douady.

US Tax Reform: Three Q1 Considerations for Investors

As US companies begin to report their first quarter results, investors will need to consider the ongoing effects of the 2017 US Tax Cuts and Jobs Act, writes Sandra Peters, CPA, CFA.

Portfolio Concentration: How Much Is Optimal?

Diversification is sometimes described as “the only free lunch” in investing. But is it?

Can Quantamental Save Active Investing?

The goal of quantamental investing is not to replace human analysts with machines, but to leverage the strengths of each, says Alon Bochman, CFA.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.



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