City Different Investments

Insights, market commentary and thought leadership
from the City Different Investments team.

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Investment Strategies (3)

The Power of Long Term Investing

The Power of Long Term Investing

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals feel the need to prove their worth in quarterly increments (this can be for a host of varying reasons, but we see it all the time). At CDI, we feel that...

Apr 25, 2023

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe

Continue Reading
The Wisdom of Crowds

The Wisdom of Crowds

Our investment philosophy follows a fundamental belief — the stock market functions much like the classic jelly-bean-counting experiment. That might sound strange, but hear me out:

Apr 6, 2023

Our investment philosophy follows a fundamental belief — the stock market functions much like the classic jelly-bean-counting experiment. That might

Continue Reading
The Worst Thing You Can Do Is Nothing

The Worst Thing You Can Do Is Nothing

The problems/resolutions of both Silicon Valley Bank and Signature Bank bring to mind a Theodore Roosevelt quote: “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”

Mar 30, 2023

The problems/resolutions of both Silicon Valley Bank and Signature Bank bring to mind a Theodore Roosevelt quote: “In any moment of decision, the

Continue Reading
Risk Management

Risk Management

Risk management often carries the reputation of being “command and control.” Is it possible for institutional-class risk management to exist in a culture of freedom and responsibility?

Feb 28, 2023

Risk management often carries the reputation of being “command and control.” Is it possible for institutional-class risk management to exist in a

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Cash Reserve Management

Cash Reserve Management

“What do you do with cash?” is an investment question as old as, well, investing. It’s rare (and usually unwise) that an investor would have the entirety of their assets or holdings actively trading in the market — folks almost always have some form of cash reserve. But, as inflation ticks upward, the value of that cash drops if it’s not outpacing...

Feb 21, 2023

“What do you do with cash?” is an investment question as old as, well, investing. It’s rare (and usually unwise) that an investor would have the

Continue Reading
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

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Posts about

Investment Strategies (3)

The Power of Long Term Investing

The Power of Long Term Investing

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals feel the need to prove their worth in quarterly increments (this can be for a host of varying reasons, but we see it all the time). At CDI, we feel that...

Apr 25, 2023 Written by: Connor Browne and Rob MacDonald

Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe

Continue Reading
The Worst Thing You Can Do Is Nothing

The Worst Thing You Can Do Is Nothing

The problems/resolutions of both Silicon Valley Bank and Signature Bank bring to mind a Theodore Roosevelt quote: “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”

Mar 30, 2023 Written by: Chris Ryon and Sweta Singh

The problems/resolutions of both Silicon Valley Bank and Signature Bank bring to mind a Theodore Roosevelt quote: “In any moment of decision, the

Continue Reading
Cash Reserve Management

Cash Reserve Management

“What do you do with cash?” is an investment question as old as, well, investing. It’s rare (and usually unwise) that an investor would have the entirety of their assets or holdings actively trading in the market — folks almost always have some form of cash reserve. But, as inflation ticks upward, the value of that cash drops if it’s not outpacing...

Feb 21, 2023 Written by: Chris Ryon and Sweta Singh

“What do you do with cash?” is an investment question as old as, well, investing. It’s rare (and usually unwise) that an investor would have the

Continue Reading
Idiosyncratic Alpha — Not a Factor Bet

Idiosyncratic Alpha — Not a Factor Bet

With a large reversal in factor returns over the last two years, we’re hearing this question a lot: Can active management deliver outperformance that isn’t dependent on systematic factors?

Feb 6, 2023 Written by: Connor Browne and Rob MacDonald

With a large reversal in factor returns over the last two years, we’re hearing this question a lot: Can active management deliver outperformance that

Continue Reading
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

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