The MercadoLibre Paradox
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Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
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Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
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We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
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Are Treasuries Still Safe?
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Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
Performance Art is Killing Actual Performance
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I’ve worked in this industry for 25 years at this point. I’ve seen trends come and go, asset classes boom and bust, and countless firms try to differentiate themselves on everything from process to...
The Biggest Investment Firms Get This Totally Wrong
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I’ve been in this business for almost 25 years. And I’ve seen the same thing happen over and over again: firms get big, add layers, professionalize everything to death… and in the process, completely...
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Global Equity Philosophy
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Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.
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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...
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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.
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An Outsider's Guide to Financial Marketing
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I’m not a numbers person… but here I am — the Director of Marketing for City Different Investments. Before joining CDI, I had no experience in the financial sector.
Maintaining Balance In Your Equity Portfolio
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One of the things that makes City Different Investments, well, different is our principled investment approach. We are doing a series of articles looking at the three tenets of our equity investment...
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Market Timing: A Loser's Game
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How has the equity team at City Different reacted to the market downturn and all this talk of recession? The short answer - we haven't. We believe market timing is a loser's game. If you have a...
Highlights from the City Different Investments Introductory Call
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If you missed our live webinar a few weeks ago, you can now watch the replay. We were excited by the number of attendees and impressed by their questions. During the call, Connor, Chris and Sweta...