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The Insightful Investor Podcast

Ross Glotzbach on why alignment, patience, and engaged ownership matters

January 2026

Ross joined The Insightful Investor host, Alex Shahidi, to discuss Southeastern’s long-term, concentrated value investing strategy.

He explained why aligned, patient and engaged ownership should win over the long-term, in a market increasingly dominated by short‑term thinking.

 

Alex Shahidi and Evoke Advisors are not current clients of Southeastern Asset Management (“SAM”). Mr. Shahidi was not paid or incentivized to share the following content or endorse SAM. Mr. Shahidi’s experience with SAM may not be representative of everyone’s experience with the firm. Current and future holdings are subject to risk and past performance is no guarantee of future results. This discussion should not be relied on as investment advice.
SAMUS 2601-2