Evr Research Lp

EVR Research, LP is a Registered Investment Adviser established in 2015, based in Richmond, Virginia. The firm specializes in managing long and short portfolios primarily in equity and equity-related instruments. EVR serves as the investment manager to three private investment vehicles, employing a long/short strategy to achieve superior, long-term absolute returns. As of December 31, 2024, EVR has $517,942,276 in total gross assets under management on a discretionary basis. The firm charges an asset-based management fee between 1.0% to 1.5% per annum, deducted quarterly from the fund's net asset value. Performance-based compensation ranges from 15% to 20% of an investor's net profits, subject to certain conditions and loss carryforward provisions. EVR's investment strategy focuses on investing in U.S. equities with a concentrated portfolio approach, seeking to capitalize on market inefficiencies and mispricings. The firm employs a rigorous research process involving Business Evaluation Framework, Safety-Minded Valuation Framework, and Key Investment Factors analysis. EVR discloses potential risks associated with its investment strategy, including concentration risk, equity securities volatility, and leverage risks. The firm acts as a fiduciary, providing discretionary investment management services to clients without imposing restrictions on investment decisions. EVR has custody of client assets, maintains full investment discretion, and handles proxy voting on behalf of clients. EVR's Code of Ethics ensures adherence to high standards of business conduct, prioritizing client interests. The firm does not have any disciplinary information to disclose and has implemented policies to manage conflicts of interest effectively.