Enterprising Investor
Practical analysis for investment professionals

Philosophy


China Inc. Returns: What’s Driving HKEX’s Boom

Chinese Mainland firms shift from Wall Street to HKEX as reforms, delistings, and policy alignment drive record listings and new investor access.

A Strategic Buyer’s Guide to PE Exits

The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference.

The Factor Mirage: How Quant Models Go Wrong

Why factor investing often fails in practice — and how causal reasoning helps quant models perform in the real world.

AI Can Pass the CFA® Exam, But It Cannot Replace Analysts

AI’s CFA exam success underscores finance’s next frontier: mastering technology while keeping human judgment at the core.

6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.

Top 10 Blogs from Q3: Private Market Reckoning, Fed Pivots, the Case for Low-Vol

Top 10 blogs from Q3 reveal what investors read most: a private market reckoning, Fed pivots, and the resilience of low-volatility strategies.

Book Review: Irrational Together

Explore how culture, ideology, and group norms influence economic behavior in ways that go beyond standard behavioral finance models.

Hong Kong’s IPO Boom: Gateway or Risk Trap for Investors?

Hong Kong's IPO market reasserts its role as the gateway for Mainland China listings, offering investors new access but persistent concentration risk.

Book Review: The Tax-Smart Donor: Optimize Your Lifetime Giving Plan

Readers and investors will learn how to turn charitable giving into a strategy to save on taxes, maximize charitable impact, and give smarter.

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.