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Shepherd Investment Management

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A global technology long-only equity strategy focused on investing in overlooked and undervalued public equity opportunities.

Last updated September 1, 2026

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First read
Nov 4, 2026
Latest read
Nov 4, 2026

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Overview

Shepherd Investment Management is an investment firm founded by Jess Xu in 2024, based in Palo Alto, CA. It is a Registered Investment Advisor specializing in public equity, focusing on publicly-traded global technology companies. The firm is 100% employee-owned and offers its approach through separately managed accounts.

History

Shepherd Investment Management was founded by Jess Xu in 2024. The firm is based in Palo Alto, CA and is a Registered Investment Advisor specializing in public equity. It is 100% employee-owned and offers its approach through separately managed accounts.

Sources3 sources

  1. 1Shepherd Investment Management | Global Technology Investingshepherd-cap.com
  2. 2About Shepherd Investment Management | Technology Investment Expertiseshepherd-cap.com
  3. 3Terms of Service | Shepherd Investment Management Legal Disclaimersshepherd-cap.com

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