Allen Shepard, PhD

Research Consultant

Dr. Shepard co-developed the Fund’s investment strategy with Mr. Childrey and has served as an outside consultant to the investment committee since the firm’s inception. Dr. Shepard has developed proprietary hedging models for use in managing preferred and fixed-income securities, and is currently Vice President and Senior Risk Analyst at Stonebridge Advisors. Dr. Shepard held positions as a Gibbs instructor in the Mathematics Department at Yale University. He received his PhD in Mathematics from Brown University and a BA in Mathematics from Hampshire College.