Silver Ring Value Partners LP is a Boston-based investment management firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach to investing. The company was founded in 2016 by Chief Investment Officer and Managing Partner Gary Mishuris. In its Q1 2020 Investor Letter, Silver Ring Value Partners LP reported 15 investments with a 0.0% cash level and a 57% option-adjusted net exposure. At the end of the quarter, the fund reached a 46% price to base case value estimate.
You can download a copy of Silver Ring Value Partners latest investor letter below: