Enterprising Investor
Practical analysis for investment professionals

fundamental analysis


Bridging the Fundamental–Quant Divide

Where is the common ground between quant and fundamental investing?

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 Active Equity Renaissance, A Case Study: Alpine Capital Research

Active equity managers can outperform their benchmarks, especially if they follow some important guidelines. Alpine Capital Research (ACR) and its CIO, Nicholas Tompras, CFA, provide a case study on how to implement these factors.

Weekend Reads for Investors: The Passive vs. Active Debate Continued

The cold war between passive and active investing has heated up considerably in the last two years, writes Jason Voss, CFA. He offers more insight on this, as well as other picks in this week's edition of Weekend Reads for Investors.



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