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.
A Stanford University alumnus and former private equity professional with more than 15 years of experience in the capital markets, Rishi founded Shepherd’s Hill on the belief that the teachings of Graham, Buffett and Munger could be profitably applied in India.
Rohan is an independent thinker with over a decade of corporate experience in bluechip companies including Tata Chemicals and ICICI Bank. Rohan’s past experience running a family business is especially valuable to the investment process at Shepherd’s Hill.
No matter what 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.
B5, STC Society, NS Phadke Marg, Andheri (E), Mumbai 400069.
302, Pinnacle Building, 334/335 North Main Road, Koregaon Park, Pune 411001.