City Different Investments

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from the City Different Investments team.

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Investment Strategies

Lessons From A Helicopter Parent

Lessons From A Helicopter Parent

Shrewd investors often start out with long-term financial plans designed to meet their future needs — things like saving for college, retirement, etc. But sticking with the long-term plan becomes harder after years like 2022, in which many stock indices declined 20-30% with bonds down as well. As Mike Tyson said, “Everybody has a plan until they...

Jan 12, 2023

Shrewd investors often start out with long-term financial plans designed to meet their future needs — things like saving for college, retirement,

Continue Reading
Tax Loss Harvesting- A Year Long Process

Tax Loss Harvesting- A Year Long Process

As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments). Investors ought to keep in mind: when managing a separately managed account, tax loss harvesting is a year-long process, not a year-end event

Dec 8, 2022

As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments).

Continue Reading
Not All Carbon Offsets Are Created Equal

Not All Carbon Offsets Are Created Equal

Are offsets — a way of balancing out the carbon one emits — our best chance at addressing climate change? Or are they nothing more than indulgences that assuage guilt? The controversy surrounding offsets has confused people into inaction. Offsets are often a cheap way — sometimes the only way — for one to achieve carbon neutrality. But not all...

Dec 1, 2022

Are offsets — a way of balancing out the carbon one emits — our best chance at addressing climate change? Or are they nothing more than indulgences

Continue Reading
Investment Holding Profile: FLEX Ltd.

Investment Holding Profile: FLEX Ltd.

Investment Holding Profile: FLEX Ltd. With the Fed making headlines again, it's easy to get caught up in the extreme short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business. To distract you from the market's crazy swings, we are profiling the businesses that make...

Nov 3, 2022

Investment Holding Profile: FLEX Ltd. With the Fed making headlines again, it's easy to get caught up in the extreme short-term market volatility.

Continue Reading
Machine Learning

Machine Learning

The financial industry is inherently a data-driven industry. Data streams in via indicators and indices, and traditional financial data flows out as income statements and balance sheets. However, there are various sources of information in addition to the traditional fundamental data. This can be supplemented with macro, sentiment, and sector...

Oct 20, 2022

The financial industry is inherently a data-driven industry. Data streams in via indicators and indices, and traditional financial data flows out as

Continue Reading
Investment Holding Profile: FTI Consulting

Investment Holding Profile: FTI Consulting

Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business. To distract you from the market's crazy swings, we are profiling the businesses that make up the...

Oct 7, 2022

Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s

Continue Reading
Investment Holding Profile: Carlisle Companies

Investment Holding Profile: Carlisle Companies

It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business. To distract you from the market's crazy swings, we are profiling the businesses that make up the largest holdings in our SMID Cap Core Strategy.

Sep 22, 2022

It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you

Continue Reading
Investment Holding Profile: Assured Guaranty

Investment Holding Profile: Assured Guaranty

In volatile times like these, it’s easy to get caught up in extreme headlines. You may feel yourself obsessing over the big day-to-day jumps in the market or your own investment portfolio. But trust us — in our view, short-term moves do a lousy job of reflecting the actual value of the businesses you own.

Sep 19, 2022

In volatile times like these, it’s easy to get caught up in extreme headlines. You may feel yourself obsessing over the big day-to-day jumps in the

Continue Reading
The Central European Investment Landscape

The Central European Investment Landscape

We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to investigate the European investment landscape and explore his old stomping grounds. Vin sits down with Sarah Rogala, CDI director of marketing, to...

Aug 15, 2022

We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio

Continue Reading

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Posts about

Investment Strategies

Lessons From A Helicopter Parent

Lessons From A Helicopter Parent

Shrewd investors often start out with long-term financial plans designed to meet their future needs — things like saving for college, retirement, etc. But sticking with the long-term plan becomes harder after years like 2022, in which many stock indices declined 20-30% with bonds down as well. As Mike Tyson said, “Everybody has a plan until they...

Jan 12, 2023 Written by: Rob MacDonald

Shrewd investors often start out with long-term financial plans designed to meet their future needs — things like saving for college, retirement,

Continue Reading
Tax Loss Harvesting- A Year Long Process

Tax Loss Harvesting- A Year Long Process

As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments). Investors ought to keep in mind: when managing a separately managed account, tax loss harvesting is a year-long process, not a year-end event

Dec 8, 2022 Written by: Chris Ryon and Sweta Singh

As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments).

Continue Reading
Not All Carbon Offsets Are Created Equal

Not All Carbon Offsets Are Created Equal

Are offsets — a way of balancing out the carbon one emits — our best chance at addressing climate change? Or are they nothing more than indulgences that assuage guilt? The controversy surrounding offsets has confused people into inaction. Offsets are often a cheap way — sometimes the only way — for one to achieve carbon neutrality. But not all...

Dec 1, 2022 Written by: Hunter Lovins

Are offsets — a way of balancing out the carbon one emits — our best chance at addressing climate change? Or are they nothing more than indulgences

Continue Reading
Investment Holding Profile: FLEX Ltd.

Investment Holding Profile: FLEX Ltd.

Investment Holding Profile: FLEX Ltd. With the Fed making headlines again, it's easy to get caught up in the extreme short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business. To distract you from the market's crazy swings, we are profiling the businesses that make...

Nov 3, 2022 Written by: Connor Browne

Investment Holding Profile: FLEX Ltd. With the Fed making headlines again, it's easy to get caught up in the extreme short-term market volatility.

Continue Reading
Machine Learning

Machine Learning

The financial industry is inherently a data-driven industry. Data streams in via indicators and indices, and traditional financial data flows out as income statements and balance sheets. However, there are various sources of information in addition to the traditional fundamental data. This can be supplemented with macro, sentiment, and sector...

Oct 20, 2022 Written by: Sweta Singh

The financial industry is inherently a data-driven industry. Data streams in via indicators and indices, and traditional financial data flows out as

Continue Reading
Investment Holding Profile: FTI Consulting

Investment Holding Profile: FTI Consulting

Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business. To distract you from the market's crazy swings, we are profiling the businesses that make up the...

Oct 7, 2022 Written by: Connor Browne

Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s

Continue Reading
Investment Holding Profile: Carlisle Companies

Investment Holding Profile: Carlisle Companies

It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business. To distract you from the market's crazy swings, we are profiling the businesses that make up the largest holdings in our SMID Cap Core Strategy.

Sep 22, 2022 Written by: Connor Browne

It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you

Continue Reading
Investment Holding Profile: Assured Guaranty

Investment Holding Profile: Assured Guaranty

In volatile times like these, it’s easy to get caught up in extreme headlines. You may feel yourself obsessing over the big day-to-day jumps in the market or your own investment portfolio. But trust us — in our view, short-term moves do a lousy job of reflecting the actual value of the businesses you own.

Sep 19, 2022 Written by: Connor Browne

In volatile times like these, it’s easy to get caught up in extreme headlines. You may feel yourself obsessing over the big day-to-day jumps in the

Continue Reading
The Central European Investment Landscape

The Central European Investment Landscape

We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to investigate the European investment landscape and explore his old stomping grounds. Vin sits down with Sarah Rogala, CDI director of marketing, to...

Aug 15, 2022 Written by: Vin Walden

We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio

Continue Reading

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