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Shepherd’s Hill provides investors around the country with a seamless option to take part in the economic growth of India. Equity investment is becoming a more and more important part of your overall wealth planning. You need an experienced and aligned fund manager to navigate through the many risks and complexities of investing your hard-earned money.
We provide investors with a long-term, equity-focused value investing option. We look for companies that have intrinsic or inherent value that are not priced correctly by the market for some short-term or irrational reasons. While this is not easy, it is not impossible.
Shepherd's Hill Group, because of its relatively smaller size, is able to take positions in small and medium-capitalisation companies in addition to large, blue chip companies. This size advantage allows us to find mis-priced “hidden gems” along with large, well-known companies.
Our fee structures are designed to create a very high level of interest alignment between you, the Client, and us, the Fund Manager. We think of the client as a partner in the investment process rather than a customer.
We will maintain a balance between diversification and focus by holding roughly 15-20 positions in the portfolio. This framework seeks to avoid the risk of concentration in just a few positions while seeking to outperform the index or the average mutual fund that has 50 or 100 stocks in it.
We have a 10-year track record and expertise in the Indian capital markets providing various service options and structures to investors.. Our focus is primarily on securities of Indian companies that are listed on the Indian stock exchanges. Our Indian investors have multiple ways to invest with us.
We use a bottom-up approach to investment management. This means a focus on company-level operations and environments. Investment decisions are made purely on the merits of the security under consideration. We do not perform macro or sector analyses as a starting point for our research.
Our primary objective is protection of capital over the long term. Our investors are saving money for important purposes such as children's education or retirement. The secondary objective is earning superior returns.
We require all new investors to commit to an investment time period of 5 years. This long-term perspective allows us to take advantage of "time-arbitrage" opportunities. That is, we buy good, well-run companies at prices that are overly discounted due to short-term considerations.
A PMS, or Portfolio Management Service, is a service which you can use to save and invest money. PMSes can be of many types and have many strategies. Typically, a PMS manager will manage a bank and demat account for our Non-Resident Indian (NRI) investors (in your name) through which you will be able to invest funds. PMSes are regulated entities and must have a license from the Securities and Exchange Board of India (SEBI).
A discretionary PMS gives full discretion to the PMS manager to deploy your funds in the manner it sees fit. Once the PMS agreement is signed, the PMS fund manager will have the final call on investments and the client may have limited to no influence on portfolio management.
Mr. Rishi Gupta is the fund manager. He has more than 15 years of experience in the capital markets. He is a graduate of Stanford University and was a private equity professional. He has been professionally investing in the Indian stock market since 2010. He has experience interacting and working with top management at the CXO and board of director levels and is a good judge of managerial character and competence. He has international experience and can assess global market factors affecting a company’s business. He is personally involved in the detailed quantitative and qualitative research that goes into an investment decision. He personally reviews the portfolio to make sure it is correctly positioned and balanced.