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City Different Global Equity Strategies’ Q2 2026 Investor Letter

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global Strategy returned +7.08%, and Global Equity Strategy returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, respectively, vs +11.25% for the index. The global strategies involve focused portfolios of long-only...