Value Investor Insight Article "In Transition"
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Insights Blog
News, insights and thought leadership from the City Different team.
What Investors Need to Know About the Most Common Private Equity Fund Structures
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There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
A Looming Uranium Shortage?
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"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
The Time Has Come
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WEEK ENDING 8/23/2024 Powell: “The time has come” for a rate cut. Dis-inversion of the municipal curve. Money market funds still seeing cash inflows.
What is Active Management in Fixed Income?
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We believe that a strategic, actively managed approach to fixed income investing often outperforms the alternative. You might be familiar with active management when it comes to equities, but what...
CDI's Active Management Philosophy
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Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
Another Turkey Drop?
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WEEK ENDING 8/16/2024 Won’t you please come to Chicago for the Democratic National Convention? Or please come to Jackson Hole for a sign. “As God is my witness, I thought turkeys could fly.”
Postcard From Brazil
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City Different Investments is known for finding compelling opportunities that may lie off the beaten path of Wall Street. Last week we caught up with our intrepid portfolio manager Vin Walden, on the...
Diversification Matters
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WEEK ENDING 8/9/2024 Diversification matters The market’s implied probabilities of future events are often wrong We’ll miss the 2024 Olympics – sure beats politics
Gold-medal Advice for Market Volatility
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WEEK ENDING 8/2/2024 Welcome home, Paul Whelan, Evan Gershkovich, and Alsu Kurmasheva Paris took center stage… Until the jobs report spoiled the party, that is.