![Craig Shepherd](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Dr. Craig Shepherd is a Chief Investment Officer at First Samuel Ltd. He has over 19 years experience in the finance industry.
Prior to joining First Samuel, Dr. Shepherd was a Senior Portfolio Manager and Senior Economist with JCP Investment Partners, a Melbourne-based boutique Australian equities manager.
There, for ten years, he managed Australian equities (with a leaning to small caps) and helped developed the investment capability of a large team of equity professionals.
Prior to that, he was a Senior Equities Analyst at Commsec and Principal Economist with the National Institute of Economic and Industry Research.
He holds a doctorate of Philosophy and a bachelor’s degree in Economics (Econometrics) with honors, both from Monash University.
Aktive Positionen von Craig Shepherd
| Unternehmen | Position | Beginn |
|---|---|---|
First Samuel Ltd.
 First Samuel Ltd. Investment ManagersFinance First Samuel fully integrates the four critical areas of wealth management: strategic wealth management planning and advice; tailored investment management; administration, reporting and auditing; and ethical approach. | Chief Investment Officer | 01.01.2019 |
Ehemalige bekannte Positionen von Craig Shepherd
| Unternehmen | Position | Ende |
|---|---|---|
JCP Investment Partners Ltd.
 JCP Investment Partners Ltd. Investment ManagersFinance JCPIP is a research-driven, fundamental growth, Australian equities investment manager which seeks to deliver long-term excess returns to their clients and maximize returns to shareholders, within an entrepreneurial culture that allows their employees to achieve their full potential. The firm’s investment process is bottom-up and based on in-house fundamental research. This process includes strategic analysis and the establishing of cash flow-based valuations to assess intrinsic value. | Analyst-Equity | 01.03.2019 |
Commonwealth Securities Ltd.
 Commonwealth Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
6
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
JCP Investment Partners Ltd.
JCP Investment Partners Ltd. Investment ManagersFinance JCPIP is a research-driven, fundamental growth, Australian equities investment manager which seeks to deliver long-term excess returns to their clients and maximize returns to shareholders, within an entrepreneurial culture that allows their employees to achieve their full potential. The firm’s investment process is bottom-up and based on in-house fundamental research. This process includes strategic analysis and the establishing of cash flow-based valuations to assess intrinsic value. | Finance |
First Samuel Ltd.
First Samuel Ltd. Investment ManagersFinance First Samuel fully integrates the four critical areas of wealth management: strategic wealth management planning and advice; tailored investment management; administration, reporting and auditing; and ethical approach. | Finance |
Commonwealth Securities Ltd.
Commonwealth Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
