News, insights and thought leadership from the City Different team.
"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...
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...
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...
We believe that a strategic, actively managed approach to fixed income investing often outperforms the alternative. You might be familiar with active management when it comes to equities, but what...
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...
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...
A decade ago, fixed income trade analysis was like a country club — very few people had access to it, the asymmetry of information was staggering, and so much of the market was effectively word of...
Vin Walden recently sat down with the Wall Street Transcript to discuss potential dangers lurking in the stock market. Find out which companies he thinks investors should avoid. Electric Cars and AI...
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....
Separately Managed Accounts (SMAs) have grown from 3% of the total Municipal Market to approximately 23% market share in the last decade (as of 3/31/2023). Mutual funds, on the other hand, make up...
Size can have its advantages — when going with a bigger firm; you may be hoping to experience lower fees because of volume and scale. But, it can also leave many advisors feeling like a “drop in the...
“Don't fight the Fed” — it’s an adage for a reason, and it’s one we believe in. Why? Because history has mostly demonstrated the Federal Reserve, with its monetary policy tools, is overwhelmingly...
U.S. homeowners are facing the dual challenges of more frequent weather events as well as disappearing property insurance. One company has been steadfast in insuring coastal properties in Florida for...
Investing can be demanding. It can require some serious brain power… but more importantly, it’s a battle within yourself. It doesn’t matter how smart you are if you’re too emotional or too biased to...
In my last blog post, I talked about how “thinking like an endowment trustee” can provide a real advantage to both financial advisors as well as retail investors when thinking through your investing...
