Retrospectives: John Maynard Keynes, Investment Innovator
基于剑桥大学国王学院的档案研究，描述了凯恩斯作为大型教育捐赠基金管理者的投资哲学、业绩和方法的演变，他积极管理组合、投资创新，大量配置普通股并倡导价值投资。
John Maynard Keynes made a major contribution to the development of professional investment management. Based on detailed archival research at King's College, Cambridge, we describe Keynes' investment philosophy, his investment performance, and the evolution of his investment approach as the manager of a large educational endowment. His portfolios were actively managed and unconventional. He was an investment innovator both in making a substantial allocation to the then new institutional asset class of common stocks as well as in championing value investing.