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...
More Fireworks
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WEEK ENDING 7/7/2023 Highlights of the week: We celebrated the 4th of July last week, but the real fireworks were on the 6th. Money funds are seeing all the love. Members in the House are fighting...
Global Equity Philosophy
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Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.
Small-cap, large-cap, index funds, oh my!
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There’s been an interesting discrepancy between the stock market performances of U.S.-listed large vs. small-cap companies in 2023. The S&P 500, which comprises the largest 500 companies listed in...
Russian Weekend
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WEEK ENDING 6/23/2023 Highlights of the week: A short-lived revolt in Russia over the weekend could cause even more market volatility. As the world gets scarier, remember that fear is never a good...
Recession Status?
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WEEK ENDING 6/9/2023 Highlights of the week: Market expects a temporary pause from the Fed this Wednesday. What’s the status of the recession?
CDI goes B
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As the climate crisis escalates and social inequality widens, businesses are increasingly held accountable not just for their profits, but also for their impact on both people and the planet. The B...
When to hold 'em and when to fold 'em
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WEEK ENDING 6/2/2023 Highlights of the week: We hope everyone had a great Memorial Day weekend. Yay! The United States did not default on its debt. But we had to endure an ugly kabuki dance to get...
Memorial Day Default Madness
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It’s the Friday before Memorial Day, a national holiday honoring all those who died while serving in the U.S. military. It’s also seven days before the United States hits the default wall. The...
Debt Ceiling Debate Continues 5/22/23
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WEEK ENDING 5/19/2023 Highlights of the week: Soft landing still a possibility. June rate hike slowly being put back on the table. Is it a good time to buy bonds?
We are here to help
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Worried about transferring from a Mutual Fund to a Separately Managed Account? We are here to help.