Investor Summary

Founded in October 2012 by Glenn D. Surowiec, GDS Investments, LLC is a small Registered Investment Advisor managing $19.7 million across 45 discretionary client accounts. Surowiec brings over 20 years of financial services experience from positions at Alsin Capital Management, Enron, and Commerce Bancorp, with degrees from Gettysburg College and Southern Methodist University. The firm specializes in managing individual and joint taxable accounts and IRAs, with a focus on moving 401K assets to IRAs to provide clients greater investment control.

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Fund Strategy

GDS Investments operates under a value investing philosophy emphasizing informed value investing by buying assets at a fraction of fair value. The firm follows Warren Buffett and Charlie Munger's principles, focusing on companies with enduring competitive advantages, high returns on equity and capital, consistent free cash flow, and ethical management teams. The approach emphasizes patience as the cornerstone of successful investing, targeting securities substantially below conservative valuations with investment catalysts including corporate restructurings, spin-offs, mergers, and asset sales.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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