Our most important value is integrity. No matter who our direct client is, we are always aware that in the end, we are shepherding someone’s hard-earned resources. We strive to deserve their trust in our character and competence.
The means are as important as the end.
There are some things we just won’t do for money. For example, Shepherd’s Hill does not recommend tobacco companies for its clients’ portfolios. Here are our central tenets.
No matter the fancy tales money managers tell you, it all boils down to one number: the internal rate of return. Over the long term, this number, properly calculated and verified, will not lie.
A disciplined approach is vital.
Investing is neither a science nor an art — it is a craft. Judgment calls must be made and risks must be taken. To be best positioned for the upside, it is important to have researched well.
Keep it simple, silly.
If there are a bunch of formulas and Greek letters involved, we stay away. Correlation coefficients and efficient frontiers are not for us, thank you.
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