--- title: City Different Investments Blog | Featured (2) description: Featured | City Different Investments Insights Blog (2) --- [![City Different Investments](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/CDI-Logo.svg "City Different Investments")](https://citydifferentinvestments.com/) Menu - About - [Our Story](https://citydifferentinvestments.com/our-story/) - [People](https://citydifferentinvestments.com/people/) - [Community Commitment](https://citydifferentinvestments.com/community-commitment/) - [Strategies](https://citydifferentinvestments.com/strategies/) - [Fixed Income](https://citydifferentinvestments.com/strategies/fixed-income/) - Municipal Bond - [Short-Term](https://citydifferentinvestments.com/strategies/fixed-income/short-term-municipal-bond/) - [Limited-Term](https://citydifferentinvestments.com/strategies/fixed-income/limited-term-municipal-bond/) - [Intermediate-Term](https://citydifferentinvestments.com/strategies/fixed-income/intermediate-term-municipal-bond/) - 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[Form ADV 3](https://citydifferentinvestments.com/wp-content/uploads/2026/03/CDI.Form-ADV-Part-3-final.pdf) - [Terms & Privacy](https://citydifferentinvestments.com/terms-privacy/) - [Insights](https://blog.citydifferentinvestments.com) - [Blog](https://blog.citydifferentinvestments.com/tag/market-insights) - [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) - [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) - [Exclusive Content](https://info.citydifferentinvestments.com/signup-for-exclusive-content) - [Videos](https://www.youtube.com/@CityDifferentInvestments) - [Contact](https://citydifferentinvestments.com/contact/) [Schedule a Call](https://citydifferentinvestments.com/contact/) ![tag-logo](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/main-logo-dark-with-yellow.png) # Insights Blog News, insights and thought leadership from **the City Different team.** ##### FEATURED POSTS [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) September 24, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly) There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a... [Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) September 15, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re... [Read](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) September 08, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary... [Read](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) Filter by: ALL BLOG POSTS [All Posts](https://blog.citydifferentinvestments.com/) [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies) [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) Archives: Select Month [October 2026](https://blog.citydifferentinvestments.com/archive/2026/10)[September 2026](https://blog.citydifferentinvestments.com/archive/2026/09)[August 2026](https://blog.citydifferentinvestments.com/archive/2026/08)[July 2026](https://blog.citydifferentinvestments.com/archive/2026/07)[June 2026](https://blog.citydifferentinvestments.com/archive/2026/06)[May 2026](https://blog.citydifferentinvestments.com/archive/2026/05)[April 2026](https://blog.citydifferentinvestments.com/archive/2026/04)[March 2026](https://blog.citydifferentinvestments.com/archive/2026/03)[February 2026](https://blog.citydifferentinvestments.com/archive/2026/02)[January 2026](https://blog.citydifferentinvestments.com/archive/2026/01)[December 2025](https://blog.citydifferentinvestments.com/archive/2025/12)[November 2025](https://blog.citydifferentinvestments.com/archive/2025/11)[October 2025](https://blog.citydifferentinvestments.com/archive/2025/10)[September 2025](https://blog.citydifferentinvestments.com/archive/2025/09)[August 2025](https://blog.citydifferentinvestments.com/archive/2025/08)[July 2025](https://blog.citydifferentinvestments.com/archive/2025/07)[June 2025](https://blog.citydifferentinvestments.com/archive/2025/06)[May 2025](https://blog.citydifferentinvestments.com/archive/2025/05)[April 2025](https://blog.citydifferentinvestments.com/archive/2025/04)[March 2025](https://blog.citydifferentinvestments.com/archive/2025/03)[February 2025](https://blog.citydifferentinvestments.com/archive/2025/02)[January 2025](https://blog.citydifferentinvestments.com/archive/2025/01)[December 2024](https://blog.citydifferentinvestments.com/archive/2024/12)[November 2024](https://blog.citydifferentinvestments.com/archive/2024/11)[October 2024](https://blog.citydifferentinvestments.com/archive/2024/10)[September 2024](https://blog.citydifferentinvestments.com/archive/2024/09)[August 2024](https://blog.citydifferentinvestments.com/archive/2024/08)[July 2024](https://blog.citydifferentinvestments.com/archive/2024/07)[June 2024](https://blog.citydifferentinvestments.com/archive/2024/06)[May 2024](https://blog.citydifferentinvestments.com/archive/2024/05)[April 2024](https://blog.citydifferentinvestments.com/archive/2024/04)[March 2024](https://blog.citydifferentinvestments.com/archive/2024/03)[February 2024](https://blog.citydifferentinvestments.com/archive/2024/02) [![](https://blog.citydifferentinvestments.com/hubfs/Popping%20Tags%20(1).png)](https://blog.citydifferentinvestments.com/popping-tags) November 05, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [Popping Tags](https://blog.citydifferentinvestments.com/popping-tags) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) At dinner the other night, my youngest daughter asked what I actually do all day in my office. I work from home pretty often, so from her perspective, I just disappear behind a closed door for hours... [Read](https://blog.citydifferentinvestments.com/popping-tags) [![](https://blog.citydifferentinvestments.com/hubfs/Signs%20of%20the%20(1).png)](https://blog.citydifferentinvestments.com/other-signs-of-the-apocalypse) October 27, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Other Signs of the Apocalypse](https://blog.citydifferentinvestments.com/other-signs-of-the-apocalypse) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) No one likes an alarmist know-it-all (except maybe the folks riding Michael Burry’s coattails through the 2008 financial collapse… but even a lot of those folks thought he had lost his mind). I know... [Read](https://blog.citydifferentinvestments.com/other-signs-of-the-apocalypse) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20What%20The%20%E2%80%9COne%20Big%20Beautiful%20Bill%E2%80%9D%20Means%20For%20Small%20Businesses.png)](https://blog.citydifferentinvestments.com/turning-macro-anxiety-into-portfolio-opportunity) September 16, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Portfolio Holdings](https://blog.citydifferentinvestments.com/tag/portfolio-holdings), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Turning Macro Anxiety into Portfolio Opportunity](https://blog.citydifferentinvestments.com/turning-macro-anxiety-into-portfolio-opportunity) ![ Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.55.27%20PM.png) [Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/author/vinson-walden-and-jong-lim) Everywhere you look right now, headlines seem dour: the dollar is weakening, inflation is simmering, geopolitics are rocky (at best)... it’s enough to worry even seasoned investors. But there’s... [Read](https://blog.citydifferentinvestments.com/turning-macro-anxiety-into-portfolio-opportunity) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Junk%20Bond.png)](https://blog.citydifferentinvestments.com/market-rhyming) August 11, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Is the Market Rhyming with 2008?](https://blog.citydifferentinvestments.com/market-rhyming) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) I’ve been feeling uneasy about financial markets lately… not because I think we’re headed for a carbon copy of 2008, but because a few old patterns are starting to bubble back up. Not in the same... [Read](https://blog.citydifferentinvestments.com/market-rhyming) [![](https://blog.citydifferentinvestments.com/hubfs/Junk%20Bond.png)](https://blog.citydifferentinvestments.com/whats-that-junk-bond-worth-really) July 28, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [What's That Junk Bond Worth Really?](https://blog.citydifferentinvestments.com/whats-that-junk-bond-worth-really) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) There’s a line from the movie The Last Boy Scout that’s always stuck with me: "Water's wet, the sky is blue..." (gunna add my own spin on it here) ... and market risks, Jimmy, they’re out there and... [Read](https://blog.citydifferentinvestments.com/whats-that-junk-bond-worth-really) [![](https://blog.citydifferentinvestments.com/hubfs/hug%20an%20economisty%20(1).png)](https://blog.citydifferentinvestments.com/hug-an-economist) July 25, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [Hug an Economist](https://blog.citydifferentinvestments.com/hug-an-economist) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) Connor and I both majored in economics. We spent four years steeped in macro theory, poring over models of trade, labor, and monetary policy. Since then, we’ve found… let’s say, limited use for most... [Read](https://blog.citydifferentinvestments.com/hug-an-economist) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20small%20businesses.png)](https://blog.citydifferentinvestments.com/performance-art-is-killing-actual-performance) July 11, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [Performance Art is Killing Actual Performance](https://blog.citydifferentinvestments.com/performance-art-is-killing-actual-performance) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) 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... [Read](https://blog.citydifferentinvestments.com/performance-art-is-killing-actual-performance) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Informed%20Investor%20Tariff%20piece.png)](https://blog.citydifferentinvestments.com/the-biggest-investment-firms-get-this-totally-wrong) June 05, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The Biggest Investment Firms Get This Totally Wrong](https://blog.citydifferentinvestments.com/the-biggest-investment-firms-get-this-totally-wrong) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) 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... [Read](https://blog.citydifferentinvestments.com/the-biggest-investment-firms-get-this-totally-wrong) [![](https://blog.citydifferentinvestments.com/hubfs/Postcard%20from%20The%20UK.png)](https://blog.citydifferentinvestments.com/postcard-from-the-uk) May 21, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Postcard From The UK](https://blog.citydifferentinvestments.com/postcard-from-the-uk) [Jong Lim](https://blog.citydifferentinvestments.com/author/jong-lim) Jong recently traveled to the UK with his family over Easter. And because he can never stop thinking about investing, below he describes how a trip that started out as a soccer fan’s pilgrimage to... [Read](https://blog.citydifferentinvestments.com/postcard-from-the-uk) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Informed%20Investor%20Tariff%20piece.png)](https://blog.citydifferentinvestments.com/lower-beta-outperforms) May 15, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) ## [When Lower Beta Still Outperforms](https://blog.citydifferentinvestments.com/lower-beta-outperforms) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) There’s always a case for owning small and mid-cap U.S. stocks… but right now, it’s hard to ignore just how compelling that case has become. Small and mid-cap U.S. stocks are currently trading at a... [Read](https://blog.citydifferentinvestments.com/lower-beta-outperforms) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20loving%20the%20binary.png)](https://blog.citydifferentinvestments.com/fear-is-not-a-strategy) April 04, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Fear is not an Investment Strategy](https://blog.citydifferentinvestments.com/fear-is-not-a-strategy) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) “If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my... [Read](https://blog.citydifferentinvestments.com/fear-is-not-a-strategy) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20loving%20the%20binary.png)](https://blog.citydifferentinvestments.com/zero-sum-thinking) April 04, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) ## [The Dangers of Zero-Sum Thinking](https://blog.citydifferentinvestments.com/zero-sum-thinking) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles... [Read](https://blog.citydifferentinvestments.com/zero-sum-thinking) [![](https://blog.citydifferentinvestments.com/hubfs/loving%20the%20binary%20(2).png)](https://blog.citydifferentinvestments.com/binary-outcomes) April 04, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [Learning to Love Binary Outcomes](https://blog.citydifferentinvestments.com/binary-outcomes) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) Around age 40, my annual checkup started including additional tests. These tests are meant to keep me healthy, but they also have the ancillary effect of stressing me out while I await the results.... [Read](https://blog.citydifferentinvestments.com/binary-outcomes) [![](https://blog.citydifferentinvestments.com/hubfs/Muni%20Bond%20Blog.png)](https://blog.citydifferentinvestments.com/bond-questions-answered) March 13, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Your Bond Questions, Answered](https://blog.citydifferentinvestments.com/bond-questions-answered) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) When we’re chatting with clients, we often get the same flavor of questions about bonds (we would bet if you have exposure to the bond market, you’ve wondered some of these as well…). So we wanted to... [Read](https://blog.citydifferentinvestments.com/bond-questions-answered) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Muni%20Bond%20Threat.png)](https://blog.citydifferentinvestments.com/the-last-ten-percent) January 13, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [The Last 10%](https://blog.citydifferentinvestments.com/the-last-ten-percent) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) 9/10 is an exceptional mark in almost all applications. If a restaurant has a 9/10 on Yelp or Foursquare (yes, Foursquare is still an excellent restaurant rating app), it means the restaurant is... [Read](https://blog.citydifferentinvestments.com/the-last-ten-percent) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20lull.png)](https://blog.citydifferentinvestments.com/value-investor-insight-article-in-transition) December 12, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Value Investor Insight Article "In Transition"](https://blog.citydifferentinvestments.com/value-investor-insight-article-in-transition) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) Trouble viewing the article? Click for pdf version [Read](https://blog.citydifferentinvestments.com/value-investor-insight-article-in-transition) [![](https://blog.citydifferentinvestments.com/hubfs/Private%20Equity.png)](https://blog.citydifferentinvestments.com/private-equity-fund-structures) December 02, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [What Investors Need to Know About the Most Common Private Equity Fund Structures](https://blog.citydifferentinvestments.com/private-equity-fund-structures) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) 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... [Read](https://blog.citydifferentinvestments.com/private-equity-fund-structures) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20selling%20your%20small%20business.png)](https://blog.citydifferentinvestments.com/looming-uranium-shortage) October 22, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Portfolio Holdings](https://blog.citydifferentinvestments.com/tag/portfolio-holdings), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [A Looming Uranium Shortage?](https://blog.citydifferentinvestments.com/looming-uranium-shortage) ![ Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.55.27%20PM.png) [Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/author/vinson-walden-and-jong-lim) "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... [Read](https://blog.citydifferentinvestments.com/looming-uranium-shortage) [![](https://blog.citydifferentinvestments.com/hubfs/selling%20your%20small%20business.png)](https://blog.citydifferentinvestments.com/6-steps-sell-business) September 26, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [6 Step Guide to Selling Your Small Business](https://blog.citydifferentinvestments.com/6-steps-sell-business) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can... [Read](https://blog.citydifferentinvestments.com/6-steps-sell-business) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20T+1%20(4).png)](https://blog.citydifferentinvestments.com/active-management-philosophy) August 21, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [CDI's Active Management Philosophy](https://blog.citydifferentinvestments.com/active-management-philosophy) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) 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... [Read](https://blog.citydifferentinvestments.com/active-management-philosophy) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20T+1.png)](https://blog.citydifferentinvestments.com/brazil) August 16, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Postcard From Brazil](https://blog.citydifferentinvestments.com/brazil) ![ Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.55.27%20PM.png) [Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/author/vinson-walden-and-jong-lim) 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... [Read](https://blog.citydifferentinvestments.com/brazil) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20T+1%20(1).png)](https://blog.citydifferentinvestments.com/active-management-equity) July 29, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [How active is your fund manager, really?](https://blog.citydifferentinvestments.com/active-management-equity) ![ Connor Browne and Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.45.46%20PM.png) [Connor Browne and Rob MacDonald](https://blog.citydifferentinvestments.com/author/connor-browne-and-rob-macdonald) In the 1980s, very few equity fund managers adhered to an indexing strategy. Fund managers were actively picking stocks to generate alpha for their clients. But over the course of the 1990s and... [Read](https://blog.citydifferentinvestments.com/active-management-equity) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20T+1%20(1).png)](https://blog.citydifferentinvestments.com/walk-in-the-park) June 28, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) ## [Long Term Investing—A Walk in the Park](https://blog.citydifferentinvestments.com/walk-in-the-park) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) There’s a great metaphor that describes in pretty perfect detail how you should think about investing. It comes from Ralph Wanger, a legendary investor (as quoted in The Four Pillars of Investing):... [Read](https://blog.citydifferentinvestments.com/walk-in-the-park) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20T+1.png)](https://blog.citydifferentinvestments.com/ai-hype) June 24, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) ## [AI HYPErinflation](https://blog.citydifferentinvestments.com/ai-hype) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) When it comes to share price, nothing has been quite so good to companies these past couple of years as making waves in A.I. Much of the S&P 500’s gains over that period have been powered by a few... 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