GDS Investments’ Q4 2020 Investor Letter

GDS Investments, an investment management firm, published its year-end investor letter – a copy of which can be seen here. In the letter, the fund talked about the negative impact brought about by the pandemic and how it affected the market as a whole. GDS mentioned that their focus will be on companies that can positively absorb the effects of the rising inflation and reduced monetary policy. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.op 5 holdings to have a peek at their top bets for 2021.