Practical analysis for investment professionals

financial analysis


Private Equity Funds: Leverage and Performance Evaluation

Leverage is pervasive in today’s private equity markets. Antonella Puca, CFA, CIPM, CPA, explores how private equity funds apply it and how investors should approach it.

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.

You May Beat an Algorithm Today. What about Tomorrow?

Innovation has cumulative effects, and after more than 50 years of Moore's law and numerous other advances, algorithmic decision making fits too tightly into investment processes to be ignored.

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.

Inflating Equity: Inflation’s Impact on Financial Statements and ROE

Inflation distorts a company’s income statement in three distinct ways, writes Gaurang Trivedi, CFA.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

In Practice Summary: Assessing the CFA® Program’s Value

How does the CFA designation impact the performance of sell-side analysts who make stock recommendations?

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.

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.



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