Our investment philosophy operates on a value-driven framework, unconstrained by market capitalization. This approach leads to minimal portfolio overlap with asset managers of larger Assets Under Management. Our selection process for target companies is rigorously focused on identifying businesses with robust Return on Assets, conservative leverage profiles, and opportune entry valuations.
The primary objective is to preserve capital for extended periods while generating superior long-term investment returns exceeding market averages.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.43% | -0.25% | -0.18% |
| 3 MONTHS | 3.16% | 4.84% | -1.68% |
| 6 MONTHS | 1.04% | 1.08% | -0.04% |
| 1 YEAR | 9.83% | 6.41% | 3.42% |
| 2 YEAR | 8.96% | 10.40% | -1.44% |
| 3 YEAR | 31.05% | 15.02% | 16.03% |
| 5 YEAR | 25.55% | 15.39% | 10.16% |
| SINCE INCEPTION | 17.15% | 12.25% | 4.90% |
| Year | Return |
|---|---|
| CY 2025 | 9.83% |
| CY 2024 | 8.10% |
| CY 2023 | 89.55% |
| CY 2022 | -9.27% |
| CY 2021 | 57.98% |
| CY 2020 | 24.16% |
| CY 2019 | -13.59% |
| CY 2018 | -15.04% |
| CY 2017 | 37.95% |
| CY 2016 | 14.80% |
| CY 2015 | 15.48% |
| Year | Return |
|---|---|
| FY 26_YTD | 20.08% |
| FY 23_YTD | -17.47% |
| FY 25 | 3.80% |
| FY 24 | 89.48% |
| FY 22 | 45.86% |
| FY 21 | 100.84% |
| FY 20 | -46.84% |
| FY 19 | -12.36% |
| FY 18 | 21.11% |
| FY 17 | 36.75% |
| FY 16 | 7.12% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Drawing upon over 15 years of capital markets expertise, including a background in private equity and an alma mater of Stanford University, the founder established Shepherd’s Hill with the conviction that the investment philosophies of Graham, Buffett, and Munger are directly applicable and can yield profitable outcomes within the Indian market.
AMC: No Option
Hurdle: 6.00%
Profit Sharing: 22.00% Profit Sharing Above 6.00% hurdle
Year 1: 3%
Year 2: 2%
Year 3: 1%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
