Economist  ·  Author  ·  Investor  ·  Coimbra, Portugal

Writing at the edge of markets and ideas

Emeritus Associate Professor of Finance at the University of Coimbra. Founder of SADIF Investment Analytics. Author of books on capitalism, investing, and political economy. When not writing or researching, devoted to his granddaughters Leonor and Olivia — and quietly pondering whether there is time enough to establish a 500-year foundation dedicated to demonstrating the survivorship of compound accumulation and advancing the Six Pillars for the Good of Humanity.

António Marques Mendes

Published works

2024
Six Pillars for the Good of Humanity · Vol. 1

Constitutional Liberalism

The opening volume of the Six Pillars series — on the foundations of liberal constitutionalism, its institutions, and its vulnerabilities in the contemporary world.

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2024
Six Pillars for the Good of Humanity · Vol. 2

Representative Democracy

An examination of democracy's foundations, the art of collective decision-making, and the anti-democratic forces that threaten it from within.

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2024
Six Pillars for the Good of Humanity · Vol. 3

Enlightenment Virtues

A journey through the Enlightenment — spotlighting the thinkers from Newton to the lesser-known, whose ideas propelled humanity into a new era of knowledge and freedom.

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2024
Six Pillars for the Good of Humanity · Vol. 4

Productive Work

On the intricate relationship between productivity, well-being, and the economic structures that frame our working lives — a pillar of any thriving society.

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2014

The Beauty of Capitalism: and Why It Thrives Despite Its Many Critics

A vigorous defence of capitalism drawing on history and case studies — written, as one reviewer noted, in "an elegant and persuasive style."

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2007

Six Steps for Successful Investing

A concise framework for equity investors combining fundamental discipline with practical market wisdom. Available as a Kindle edition.

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2006

The Quest to Justify a Long-Lasting Role for Multilateral Development Banks

With Mihaela Meica. A critical examination of MDB mandates drawn from first-hand experience at the EBRD in London.

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Full bibliography available on Amazon Author Page →

A long career at the intersection of theory and practice

I am Emeritus Associate Professor of Finance at the School of Economics of the University of Coimbra, where I taught International Finance, Corporate Finance, and Investment Banking for more than two decades. In parallel, I founded SADIF Investment Analytics, an independent quantitative equity research platform serving investors across global markets.

Before returning to academia, I spent seven years as Senior Banker and Head of Unit at the European Bank for Reconstruction and Development in London — a period that gave me a practitioner's perspective on capital allocation, institutional finance, and the limits of economic theory.

Earlier still, I served as a Member of both the European Parliament and the Portuguese Parliament, work that shaped a lasting interest in political economy: in how institutions fail, how incentives distort, and how ideas change policy.

Today I write long-form essays on finance, political economy, and the history of ideas, and continue developing SADIF as a platform for rigorous, systematic equity research.

Papers, essays, and platforms

Academic Papers

Portfolio Construction as Biased Sampling
Working paper — submitted to the Journal of Portfolio Management
The Art of Profit-Taking: the Alpha Ratio and the Alpha Cliff Theorem
Working paper — empirical calibration on 482 US stocks
Share Buybacks, EPS-linked Compensation, and Shareholder Value
Working paper — targeting Journal of Applied Corporate Finance
O Estado da Ciência Económica: crise de crescimento ou declínio inexorável?
Boletim de Ciências Económicas, University of Coimbra, 2002
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Full list of publications: CiênciaVitae →

For journalists, event organisers, and publishers

Materials for press coverage, conference programmes, podcast appearances, and book events. Request any of the below by email.

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Author Photo

High-resolution portrait suitable for print and digital publication.

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Short Biography

50-word, 100-word, and full versions for event programmes and press releases.

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Book Cover Files

High-resolution cover images for all published titles, print-ready and digital.

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Speaking Topics

Available on quantitative investing, capitalism, European integration, and political economy.

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For institutional enquiries regarding research collaboration or SADIF Analytics, please contact directly by email or visit sadifanalytics.com.

Get in touch

I welcome correspondence from researchers, readers, journalists, and institutions. Please use the appropriate channel below.

General & Reader Enquiries

For questions about books, essays, or Substack writing.

marques.mendes@marques-mendes.com

Media, Speaking & Institutional

For press, podcast appearances, conference invitations, and research partnerships.

marques.mendes@marques-mendes.com

SADIF Analytics

For enquiries related to the SADIF platform, equity research, or investment analysis tools.

sadifanalytics.com →

Academic Correspondence

For research collaboration and academic enquiries. Full CV on CiênciaVitae.

Academic CV (CiênciaVitae) →