A Clear Investment Mandate

Shaker Investments was established in 1991 with a clear investment mandate: to manage equity portfolios representing primarily small and mid-cap companies whose attributes favor exceptional, long-term investment performance.

Three attributes in particular are essential. Every company we select has to represent an industry experiencing rapid secular or cyclical growth. The company must possess superior characteristics across a broad range of managerial, operational, product and marketing criteria. And, its stock has to be available at an attractive valuation. We believe that this approach will enable us to achieve consistently competitive investment performance over time. That has been borne out.

Strong, In-house Research Capabilities

In light of our investment philosophy, it should be no surprise that our company and our portfolio management process are centered around research. Exhaustive investment research is the key to outperforming the averages and providing our clients with value.

Unlike many other investment management firms, we don't depend on Wall Street research to identify and assess intriguing companies. At Shaker Investments, we perform our own research to identify leading sectors of growth, and conduct extensive due diligence on every company in which we invest, as well as many in which we don't. Our strong historical investment returns are tied directly to how well we know the companies represented in our portfolios.

Research of this quality and magnitude requires people with high-level analytical skills and strong backgrounds in finance. Since inception, Shaker Investments has focused on assembling a skilled team of research analysts. For a firm of our size, we possess an unusually talented team of individuals with extensive industry-focused expertise and advanced academic degrees.