Excerpt from Hidden Value Stock Newsletter:
Connor Browne and Rob MacDonald are two of the co-founders of City Different Investments. Both serve as portfolio managers, and Browne runs the firm. Before launching City Different in 2021, Browne and MacDonald worked closely on domestic equity strategies at Thornburg Investment Management. After discovering how well their strategies complement each other and how their philosophies and approaches are aligned, they left Thornburg to start their own firm.
Located in Santa Fe, New Mexico, which is known as “the city different,” City Different Investments honors the creative, diverse mountain town that brought Browne and MacDonald together. They started City Different Investments because they believed there was a better way to run an investment management firm. City Different’s Rob MacDonald highlighted Burford Capital (LON:BUR) (NYSE:BUR) and Flex Ltd. (NASDAQ:FLEX), with market capitalizations of £2.56 billion and $11.3 billion, respectively. Burford, which some of our readers might be familiar with, is an interesting combination of asset management with litigation.
Click the image below to read the Hidden Value Stock Q1 2024 Newsletter.
IMPORTANT DISCLOSURES
The information and statistics contained in this communication have been obtained from sources we believe to be reliable but cannot be guaranteed. Any projections, market outlooks or forecasts discussed herein are forward-looking statements and are based upon certain assumptions. Other events that were not taken into account may occur and may significantly affect the returns or performance of these investments. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product, or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. No discussion or information contained herein serves as the provision of, or as a substitute for, personalized investment advice. To the extent that a reader has any questions regarding the applicability above to his/her individual situation of any specific issue discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. City Different Investments is neither a law firm nor a certified public accounting firm and no portion of this content should be construed as legal, tax, or accounting advice.