2020

Commentary from GDS

We post mid-year and end-of-year client updates, and post presentations and resources that give insights into our process, positions, and investing philosophy. Explore our commentary by year:

Glenn D. Surowiec

Jul 28, 2020

Mid-Year Investor Update: 2020

“Be civil to all; sociable to many; familiar with few; friend to one; enemy to none.” Benjamin Franklin As I write this regular update in...

Glenn D. Surowiec

Mar 13, 2020

Manual of Ideas Podcast: March 2020

I was so pleased to be a part of this discussion with The Manual of Ideas, and they've just released the MP3. Have a listen as we review...

Glenn D. Surowiec

Jan 22, 2020

Year-End Investor Update: 2019

“History doesn’t repeat itself, but it often rhymes.” Attributed to Mark Twain “To be yourself in a world that is constantly trying to...

Glenn D. Surowiec

Jan 21, 2020

Best Ideas Presentation: 2020

I recently joined Best Ideas 2020 for a Q&A session to share my outlook on value investing and some of my favorite investment ideas. In...

Glenn D. Surowiec

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