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Connor Browne and Rob MacDonald

Henry Ford, Labor Strikes, and Investing

Henry Ford, Labor Strikes, and Investing

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...

Oct 20, 2023

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from

Continue Reading
The Power of Long Term Investing

The Power of Long Term Investing

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals feel the need to prove their worth in quarterly increments (this can be for a host of varying reasons, but we see it all the time). At CDI, we feel that...

Apr 25, 2023

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe

Continue Reading

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Henry Ford, Labor Strikes, and Investing

Henry Ford, Labor Strikes, and Investing

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...

Oct 20, 2023 Written by: Connor Browne and Rob MacDonald

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from

Continue Reading
The Power of Long Term Investing

The Power of Long Term Investing

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals feel the need to prove their worth in quarterly increments (this can be for a host of varying reasons, but we see it all the time). At CDI, we feel that...

Apr 25, 2023 Written by: Connor Browne and Rob MacDonald

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe

Continue Reading
Idiosyncratic Alpha — Not a Factor Bet

Idiosyncratic Alpha — Not a Factor Bet

With a large reversal in factor returns over the last two years, we’re hearing this question a lot: Can active management deliver outperformance that isn’t dependent on systematic factors?

Feb 6, 2023 Written by: Connor Browne and Rob MacDonald

With a large reversal in factor returns over the last two years, we’re hearing this question a lot: Can active management deliver outperformance that

Continue Reading

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