Shepherds Hill Financial Advisors

The firm is long-term, equity-focused value investors. The firm looks 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, because the market is very efficient in its assessments, it is not impossible. The PMS does not do short-term trading or leverage through derivatives, futures and options. The primary objective of the PMS is protection of capital over the long term. The firm’s clients are saving money for important purposes such as retirement or children’s education. The secondary objective is earning superior returns. The PMS will maintain a balance between diversification and focus by holding roughly 15-20 positions in the portfolio. The PMS uses a bottom-up approach to investment management. This means the focus is on company-level operations and environments. Investment decisions are made purely on the merits of the security under consideration. Shepherd’s Hill PMS is one of the only PMS providers in India that does not charge any client a fixed management fee. Fees paid by PMS clients are purely based on performance.