Welcome to SIAG
Shepperd Investors AG, was founded in 2007 by Frederick M.Shepperd. As an independent single family office based in based in Zug, Switzerland, we are strategic investors collaborating with other families to transform regions, communities and people.
Shepperd Investors AG with its unmatched global connections and vast experience in continental Europe, the UK and in North America, engages a wide selection of opportunities including club deals, un-brokered RE investment opportunities, M&A but not limited to. Our areas of strategic focus include real estate, technology, energy, healthcare and biotech, manufacturing, transportation and logistics.
Shepperd Investors is a proud member of the European Family Office AllianceTM. a place where family offices can meet, do business and get the support that can only come from those who have their own family business. Private, discrete and professional, built around a common desire for positive impact for our families and communities.
We are a “Family for Families”
Mr. Shepperd is a leading strategic advisor to family offices and institutional investors using practical, hands-on experience of over forty years advising Family businesses and operating businesses in the German Mittelstand, Europe and North America. He uses real engineering, not financial engineering to create jobs, profits and rapid growth.
He is a noted author and speaker on family office and business issues in Europe and around the world.
About
Home
Shepperd Investors AG, was founded in 2007 by Frederick M.Shepperd. It was born out of a request from it’s Founder’s family members who wanted to be independent from the typical bank deals and asset managers. We align our interests with other families with simple structures, transparent costing and where we can provide a strategic growth to the proposed venture. As a result, we regularly receive off market family office and institutional investment opportunities to determine if they fit our own strategy and investment criteria. Real profit, real results and real returns! As Founder of the European Family Office Alliance, we have successfully gathered over 200 like-minded families that effectively cover all major economies of the world and industry specific expertise at the operational level. A unique insight into global business and real growth.
Our core values and investment strategy
Our core values are, integrity, honesty, professionalism, independence, transparency and excellence.
Our areas of strategic focus include real estate, technology, energy, healthcare biotech, manufacturing, transportation and logistics.
We are long-term investors with quiet and patient capital. We are interested in deep value of a company, or business opportunity. We take active roles in the businesses and families in which we collaborate.
SIAG
How we work…
Shepperd Investors works on its own behalf as a strategic investor in projects and business opportunities.
This can be with other families, sovereign investors and institutional investors in need of strategic partners, shared goals and strategies. With our considerable business expertise, we can help families with their business issues, generational planning, family office governance, business strategy and understanding of global trends and capital flow. We have proven practical examples with North American and European companies, particularly within the German “Mittelstand.” Public companies have also used our services through our consulting arm to solve supply chain, market entry, expansion, and rapid growth challenges.
If your business, or family office is facing potential issues, or you wish to “measure twice and cut once,” please do not hesitate to contact us. Put our Team in play! We are a family for families and more!
Meetings and events
Shepperd Investors is a proud member of the European Family Office AllianceTM. a place where family offices can meet, do business and get the support that can only come from those who have their own family business. Private, discrete and professional, built around a common desire for positive impact for our families and communities.
EFOA- European family Office Alliance hosts regular family office gatherings throughout the year and around the world. EFOA also organises smaller group meetings for cultural events, or specific timely topics. The gatherings and other programming are organized exclusively for family members. All participations are by the invite only and none of the media channels or press are allowed to join these events.
Putting Our Family Principles in Action
Shepperd Investors AG applies its strategic principles and value creation with real engineering and business practice, not through financial engineering and high leverage techniques.
We also believe in the timeless strategy of Deep Value. Real businesses making real profits that are unloved by Silicon (Silly) Valley and Wall Street.
We are not fad investors looking for the latest fashionable investment pretending to do good.
We have created thousands of jobs worldwide with our own strategies and transformed regions.
95 percent of trades on public markets are with AI, or Quantitative Models.
The effect is to push stocks too high and sell too low. Momentum trading by another name. The public markets price many stocks now based on a multiple of sales, not on the profit of a company. We have teamed with another family who have also been involved with Deep Value investing for over 40 years and created a special family office club deal named Galloway Shepperd Deep Value Investments, Ltd. for sophisticated investors located outside of the United States.
We have also gone one step further.
As a family we are tired of the routine of fund operators selling structures, not real investment opportunities.
We have established our own family friendly and real business oriented asset management company to handle real business investment, allowing for real growth in businesses making real business decisions.
Galloway Shepperd Asset Management, established in Guernsey, partners with families, public and private companies to free them from the pressures of oppressive shareholders with their own plans for investment, cost control,, management teams and exit strategies inconsistent with the original business owners and management. We would be delighted to show you what we have done for our own account and how we can help you in your current situation. In years past, CEO’s and shareholders have flown in their private jets, or otherwise come to us, to quietly ask for help. We can quietly respond.
SIAG
Collaboration Partners
