Shepherd Investment Management
A global technology long-only equity strategy focused on investing in overlooked and undervalued public equity opportunities.
Last updated September 1, 2026
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.
Sources
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