Shepherd Investment Management
Shepherd Investment Management: “A Palo Alto based, state-registered investment adviser focused on long-only, fundamental investing in global public technology equities.”
What is your investment approach?
“Our investment philosophy is built on making high-conviction, benchmark-agnostic investments in a concentrated portfolio of global technology companies. We employ a patient and disciplined research process rooted in first-principles thinking to identify durable, high-quality businesses that we believe are undervalued.”
View in the company profileWhat areas of technology do you focus on?
“We invest across the global technology landscape: from semiconductors and software infrastructure to enterprise and consumer hardware, internet platforms, fintech, and industrials, utilities, and energy. Through deep, bottom-up fundamental analysis, we seek undervalued companies with enduring competitive advantages.”
View in the company profileHow do you identify opportunities beyond mainstream technology trends?
“We look for companies whose advantages are rooted in constant constraints — physical principles, human nature, and capital cycles — that no amount of innovation can circumvent. By focusing on these constants, the aim is to surface less-obvious, high-conviction investments that the market underappreciates.”
View in the company profileWho is Shepherd Investment Management best suited for?
“Our services are designed for long-term oriented, sophisticated investors who seek a focused exposure to the global technology sector and appreciate a partnership built on transparency, rigorous research, and a shared commitment to long-term value creation.”
View in the company profile
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- Shepherd Investment Management
“A Palo Alto based, state-registered investment adviser focused on long-only, fundamental investing in global public technology equities.”