Investor Summary

Gary Mishuris, CFA, serves as Managing Partner and Chief Investment Officer, bringing extensive institutional investment experience from his tenure as Managing Director at Manulife Asset Management (2011-2016) where he led the US Focused Value strategy, and previous roles at Evergreen Investments/Wells Capital Management (2004-2010) as co-Portfolio Manager of Large Cap Value strategy. He began his career in 2001 as Equity Research Associate at Fidelity. Mishuris holds dual S.B. degrees in Computer Science and Economics from MIT and maintains active educational involvement teaching value investing at Babson's F.W. Olin Graduate School of Business while operating the Behavioral Value Investor educational platform.

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Fund Strategy

Silver Ring Value Partners utilizes a concentrated intrinsic value approach in seeking to safely compound capital over the long term. The investment philosophy emphasizes five key principles: intrinsic value determination based on underlying business economics rather than short-term market pricing; margin of safety through quality assessment and conservative valuation discounts; long-term time horizon focused on capital compounding over many years; rational and disciplined execution to capitalize on market mistakes while avoiding own errors; and concentrated portfolio construction believing additional diversification increases rather than reduces risk by forcing inclusion of inferior investments.

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FUND PERFORMANCE AS OF 30th September 2024

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
1.6% - -