Frequently Asked Questions
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What is your investment philosophy?
Shepherd’s Hill invests in high-quality, well-managed Indian companies at attractive prices, aiming to protect investors’ capital and generate strong long-term returns.
Shepherd’s Hill invests in a portfolio of fundamentally strong and well-run Indian companies. We invest to achieve superior long-term returns by choosing high quality securities at attractive prices. Our primary objective is to protect capital over the long term while providing these superior returns. quick summary for this
How do you ensure safety of capital?
Shepherd’s Hill manages risk through a long-term investment horizon, diversification across financially strong and well-governed companies, and careful stock selection at attractive entry prices to reduce both market-wide and company-specific risks.
Investments in the equity markets are subject to systematic and unsystematic risks. We mitigate systematic short-term risks by setting our time horizon to five plus years. We mitigate unsystematic risks by investing in a diversified portfolio of companies having strong balance sheets, high returns on assets, good governance and sustainable profit margins, among other factors. We focus on the price entry point of a position as a key risk mitigant.
What is the minimum investment required?
Shepherd’s Hill offers Portfolio Management Services (₹50 lakh minimum) and an Alternative Investment Fund (₹1 crore minimum).
The Shepherd’s Hill group offers different services and products to investors.For the Portfolio Management Services, the minimum is ₹ 50 lacs. For the Alternative Investment Fund, the minimum is ₹ 1 cr.
To know more about any of our offerings, please visit the respective product page.
What Is a PMS?
PMS is a SEBI-regulated investment service where professional managers manage your portfolio through your own bank and demat accounts.
A PMS, or Portfolio Management Service, colloquially sometimes also called Portfolio Management Scheme, is a service which you can use to save and invest money. PMS services / Portfolio Management Schemes / Portfolio Management Services can be of many types and have many strategies. Typically, a PMS manager will manage a bank and demat account for you (in your name) through which you will be able to invest funds. PMS services are regulated in India and a PMS Funds in India must have a license from the Securities and Exchange Board of India (SEBI), India’s security regulator.
What is a discretionary PMS?
In a discretionary PMS, the fund manager has full authority to make investment decisions on the client’s behalf, with limited or no client involvement.
A discretionary PMS investment / Portfolio Management Scheme / Portfolio Management Services gives full discretion to the PMS fund manager to deploy your funds in India in the manner it sees fit. Once the PMS India agreement is signed, the PMS India fund manager will have the final call on the PMS / Portfolio Management Scheme / Portfolio Management Services investments and the client may have limited to no influence on Portfolio Management Scheme or Portfolio Management Services.
