Enterprising Investor
Practical analysis for investment professionals

Philosophy


Luck vs. Skill: Great Investment Leaders Know the Difference

Our egos are hardwired to fall into the trap of confounding luck and skill. By recognizing the role of chance and reinforcing analytical discipline, investment leaders can build more resilient strategies and teams.

Decoding PE Buyouts: The Full Financial Picture is in the Consolidated Accounts

As the PE landscape evolves, investment professionals must understand how to correctly capture the full picture of a portfolio company’s performance.

What Is the Future of Investing? Augmented Intelligence

How can we design a financial system that integrates AI with human intelligence?

Women and Finance: How Embracing Risk Can Unlock Greater Success

The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.

Blinded by Success: How Obsessive Goal-Setting Can Backfire in Finance and Beyond

Ambition is a powerful driver of success, but without perspective, it can become a liability.

2025 Wealth Management Outlook: Spotlight on Investment Careers

As family offices continue to expand, those who understand their complexities will be well-positioned to lead the next era of wealth management.

Did Real Assets Provide an Inflation Hedge When Investors Needed it Most?

Real assets' first test in modern times started in 2021. Did they perform as hoped?

Beyond the Hype: Do Hedge Funds Deliver Value?

Skill and alpha are scarce and difficult to obtain in the hedge fund market.

For Investment Leaders: Why You Should Learn to Love Losing

Sébastien Page, CFA, shares the story of a grueling handball match that reshaped a competitor’s mindset and reveals how investment leaders can apply the same principles of mastery, resilience, and long-term success to their organizations.