Chris Ryon and Sweta Singh, Founding Partners and Portfolio Managers at City Different Investments discuss their fixed income playbook for 2022 and beyond.
City Different Investments’ fixed income strategy is three-fold. All three approaches – the short-term municipal bond, limited term municipal bond, and the intermediate-term municipal bond – aim to maximize dividend stream while minimizing volatility through a tax-efficient, total return approach. Out of the three strategies, their short-term strategy prioritizes capital preservation over income stream. The limited-term municipal bond is suited best for the investor willing to tolerate moderate duration risk for higher levels of income and price volatility. The intermediate-term municipal bond allows investors to grasp the best value segments of the municipal bond market, and it has the highest levels of income and price volatility of the three strategies.
City Different Investments was founded by Connor Browne in January 2021. The firm is built on the foundation of trust and respect between portfolio managers and clients, and it runs on the promise that their clients’ best interests come first. City Different Investment’s founding portfolio managers have run peak cumulative assets of over $35 billion.
To learn more, watch City Different Investment’s presentation, Fixed Income: Are You Playing Offense or Defense?
With inflation climbing steeply and the geopolitical landscape becoming increasingly uncertain, the risks facing investors are formidable. Investors must find ways to combat and mitigate fears of inflation, recession, stagflation, and rising interest rates. Expert portfolio managers at City Different Investments will present their views on the new era of fixed income investing, in which investors create an offensive and defensive fixed income strategy to combat inflation and volatility.
Discussion Topics:
- Looking forward vs. backward.
- Catching potential hazards (beyond the usual suspects) in a rising rate environment.
- Selecting the right portfolio structure.
- Identifying and capitalizing on opportunities.