Investment Philosophy Archives

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Investment Philosophy

Thoughts and guidance on investing strategies and framework.

Becoming a Better Investor: The Influence-from-Mere-Association Tendency

Investing is for everyone. And if done with the right mindset, it can offer rewarding returns. Legendary investor and former Vice Chairman o...

Investment Philosophy

Becoming a Better Investor: The Reciprocity Tendency

Charlie Munger, the legendary vice-chairman of Berkshire Hathaway and Warren Buffett’s longtime partner, often highlighted the role of human...

Investment Philosophy

Becoming a Better Investor: Envy Jealousy Tendency

Charlie Munger, the longtime business partner of Warren Buffett and vice-chairman of Berkshire Hathaway, often emphasised how human psycholo...

Investment Philosophy

How PMS Services Enhance Conservative Long-Term Value Investing for Wealth Preservation

When using PMS services (Portfolio Management Services), investors gain access to expert advice and tailored strategies that align with thei...

Investment Philosophy

Navigating Market Cycles with Conservative Long-Term Value Investing and Portfolio Management Services

Navigating market cycles can be one of the most challenging aspects of investing. The highs and lows, bullish and bearish trends, often leav...

Investment Philosophy

How is SEBI Pushing For Growth and Transparency in AIFs?

India’s financial landscape is undergoing a transformative shift, fuelled by a confluence of factors. A decade-long surge in wealth has seen...

Investment Philosophy

Charlie Munger’s Sage Advice for Investors

In this year’s Berkshire Hathaway letter, Warren Buffett highlights some thoughts about life and investing expressed by his partner, Charlie...

Investment Philosophy

Is ITC a value buy?

The world is a complicated place for companies. Commercial, social, ethical, environmental and governance issues intersect and intertwine in...

Investment Philosophy

Initial Public Offerings (IPOs)

IPOs are highly marketed events. There is an entire intermediary ecosystem that is built to package and sell an initial public offering. The...

Investment Philosophy

10 Years of Indian Equities Investing

Shepherd’s Hill has completed 10 years of investing in the Indian equity markets. It is a significant milestone for any investment organisat...

Investment Philosophy

Buffett on Volatility and Risk

Continuing from last week’s discussion about the difference between volatility and risk, here are comments made by Warren Buffett on this to...

Investment Philosophy

Volatility Is Not Risk

For the long-term value investor, volatility is not risk. This is a very important concept in the investment business. Many people, from ana...

Investment Philosophy

Liquidity – Lower is Better

In our previous post, we talked about portfolio churn and how it can be a good indicator of the quality of an investor’s process and portfol...

Investment Philosophy

Portfolio Churn – Lower is Better

Portfolio churn can be calculated as the value of sells (or buys) in a given year divided by the average value of the portfolio during the y...

Investment Philosophy

FM Speaks: Where To Not Invest – Part 2

In the second half of this talk, many pitfalls and caution areas are covered for investors in the Indian equity markets. Why should we not i...

Investment Philosophy

The Case For Small-Caps

It is useful to think of investment opportunities in the publicly listed space in terms of market capitalisation. “Market-cap” is nothing bu...

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