Shepherd Energy Portfolio
Shepherd Energy Portfolio - investing in energy
Shepherd Energy Portfolio is managed by Shepherd Energy AB which is under the supervision of Swedish Financial Authorities. The Portfolio is investing in standardized electricity derivatives traded at Nasdaq Commodities and gas derivatives traded at ICE.
Management of the Portfolio seeks to provide shareholders absolute, risk-adjusted return on invested capital in combination with one, over time, lower market risk than traditional equity funds. Traditional mutual funds are usually measured in relation to a share index. Shepherd Energy Portfolio has an absolute return objective, which means that the goal is to give positive return regardless of whether financial markets rise or fall. Yield goal is defined for a net return of 10-15% yearly, regardless of market developments and with limited risk.
The Porfolio is suitable for institutional investors, corporations and high net worth individuals seeking to invest in the energy market. An investment in the Portfolio should be seen as a diversification to investments in traditional funds with equity and bond.
Disclamer: Shepherd Energy is not registered with the CFTC as a Commodity Trading Advisor nor a member of the NFA as Shepherd Energy operates in reliance on the exemption from registration as a commodity trading advisor provided under Section 4(m)1 of the U.S. Commodity Exchange Act, as amended, and in accordance with CFTC Regulation 4.14(a)(10) and its services are not available to U.S. Persons.
Key Investor Information Doccument (KIID)
Value growth in Shepherd Energy Portfolio
Interview with responsible manager Arne Österlind