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...
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Idiosyncratic Alpha — Not a Factor Bet
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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?
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Bonds Are Back
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Please fasten your seat belts and return your tray tables to the upright and locked positions — we will be landing soon.
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Lessons From A Helicopter Parent
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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...
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The Prospects for Uranium
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Imagine the pollution caused by 100 million additional cars on US roads every year—that's what we avoid by using nuclear power. Nuclear power plant in Germany Photographer: Julian...
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Tax Loss Harvesting- A Year Long Process
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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...
Not All Carbon Offsets Are Created Equal
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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...
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Investment Holding Profile: FLEX Ltd.
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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...
Machine Learning
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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,...
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Investment Holding Profile: FTI Consulting
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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...
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Investment Holding Profile: Carlisle Companies
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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....
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Investment Holding Profile: Assured Guaranty
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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...
The Central European Investment Landscape
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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...
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An ESG Debate
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Interest in ESG investing surged following the pandemic. While the term ESG (environmental, social, and governance) has been around since the early 2000s, something about the “Great Resignation” and...
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...
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Women in Finance
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Finance is a results-driven field. Leaving women out is leaving money on the table. You all know the stereotypes about the finance industry: It’s a bunch of high-achieving types, pinstripe suits,...
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The Risk is Mutual: Mutual Funds in a Rising Rate Environment
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I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded in fixed income mutual funds — especially...
3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor
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Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including investing through bear markets and full interest rate...
The Problem With Mutual Fund Capital Gains, And What To Do About It
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2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of strong market gains and high trading activity led to...
Is it time to get into the fixed income market?
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Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get interesting! The fixed income markets have endured a...
Meet Connor Browne & Rob MacDonald
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Meet Connor Browne and Rob MacDonald, co-portfolio managers of City Different Investments’ focused domestic equity strategies. After developing a friendship and strong mutual respect for each other...
Overview of Golar LNG Ltd. (Nasdaq: GLNG)
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Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli (in service) and Gimi (80% completed, to be...
The End of an Era of Free Money & the Impact on Fixed Income Markets
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by Chris Ryon, CFA, & Sweta Singh – Portfolio Managers