Shepherd’s Hills Group

Funds managed

Fund name	Asset Class	License
Shepherd’s Hill Private Investment Trust	–	SEBI AIF Cat 3

About the AMC

• Shepherd’s Hill is an India-based investment adviser and asset manager. Shepherd’s Hill is registered with the Securities and Exchange Board of India, India’s securities market regulator. Shepherd’s Hill offers investors in India and around the world a way of achieving superior long-term returns on their savings. The Shepherd’s Hill Group includes the following entities: Shepherd’s Hill Private Investment Trust (SEBI-registered Alternative Investment Fund – Category 3) Shepherd’s Hill Financial Advisors LLP (SEBI-registered Portfolio Management Services firm) Shepherd’s Hill Capital Advisors (SEBI-registered Investment Adviser) .

• Key staff : Rishi Gupta and Rohan Ghotg

• Rishi Gupta : 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 based on the belief that the teachings of Graham, Buffett and Munger could be profitably applied in India.

Rohan Ghotge :   Rohan is an independent thinker with over a decade of corporate experience in blue chip 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. He has pursued MBA from Cardiff Business School.

Investment Philosophy (for firm)

• Indian securities only.
• Equity, debt and special situations.
• Roughly 15-20 positions.
• Maximum position limit of 15% at purchase time.
• Sector and market-cap agnostic.
• Circle of competence must apply.
• Long positions must have strong balance sheets.

https://www.shepherdshill.in/whylongterm

Media

Not available

Prepared by – Rishabh Chaddha

Date – 8^th  May 2020.

Peer reviewed by – Taniya Nagpal

Date- 8^th May 2020.