Value Investor Insight Article "In Transition"
![]()
Trouble viewing the article? Click for pdf version
Insights Blog
News, insights and thought leadership from the City Different team.
What Investors Need to Know About the Most Common Private Equity Fund Structures
![]()
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...
A Looming Uranium Shortage?
![]()
"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...
An ESG Debate
![]()
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
![]()
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...
Market Timing: A Loser's Game
![]()
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...
Women in Finance
![]()
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,...
The Risk is Mutual: Mutual Funds in a Rising Rate Environment
![]()
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
![]()
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
![]()
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?
![]()
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
![]()
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)
![]()
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
![]()
by Chris Ryon, CFA, & Sweta Singh – Portfolio Managers