1) Introduction.- Part 1: Investment Theory and Practice.- 2) Current Neoclassical Investment Theory.- 3) Behavioural Biases in Investor Decisions.- Part 2: Empirical Evidence Relating to Markets and Investors.- 4) Uncertainty in Investor Wealth.- 5) Market What We Reliably Know About Structure.- 6) Investor What We Reliably Know About Conduct.- Part 3: Towards an Enhanced Theory of Investment.- 7) Extracting Investment Theory From Empirical Evidence.- 8) The Story of How Fund Managers Value Equities.- 9) Piecing Together the Applied Investment Theory.