Glenn Surowiec of GDS Investments joined us for a Q&A session at Best Ideas 2020, sharing his outlook for value investing and some of his favorite investment ideas.

In the conversation with John Mihaljevic, Glenn touched on several investments, including Baidu (US: BIDU), DowDuPont (US: DWDP), and General Electric (US: GE), among others.

Listen to this session:

audio recording

No slide presentation accompanies this session.

About the instructor:

Glenn Surowiec founded GDS Investments in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst.

​Glenn has a B.A. in Management (Accounting concentration) from Gettysburg College and an MBA (Finance concentration) from Southern Methodist University. He graduated in the top 10% of his MBA class and participated in study-abroad programs both as an undergraduate (Seville, Spain) and graduate student (Melbourne, Australia). Glenn’s interests (outside investing) include running, cycling, golfing and spending time with his wife and three teenage boys.