Shepherd’s Hill PMS are long-term, equity-focused value investors. At Shepherd’s Hill PMS, they seek out companies with strong intrinsic value—firms that are temporarily mispriced due to short-term market irrationality or behavioral biases.
They disciplined approach to equity investing is built on identifying undervalued opportunities in the market. While markets are efficient, they believe consistent research and conviction can unlock value.
Ideal for investors seeking PMS over mutual funds for personalized, high-alpha strategies.

Their investment strategy is defined by the following characteristics:

• Market-Cap Agnostic (MAGNO) Approach Shepherd Hill PMS actively invest across small, mid, and large-cap stocks, giving them a broader canvas to identify winning stocks. Their smaller fund size enables them to move with agility and capture early opportunities.
• Hidden Gems & Value Picks With a flexible market-cap strategy, they often discover undervalued “hidden gems” and multi-bagger potential stocks that larger PMSs may overlook.
• Fundamental Stock Selection Shepherd Hill PMS selections are driven by fundamental research, long-term structural growth stories, and valuation gaps that are likely to converge over time.