![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>)
Profile
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.
Craig Shepherd active positions
| Companies | Position | Start |
|---|---|---|
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 | 2018-12-31 |
Former positions of Craig Shepherd
| Companies | Position | End |
|---|---|---|
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 | 2019-02-28 |
Commonwealth Securities Ltd.
 Commonwealth Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
6
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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