A Clear Investment Mandate

Three attributes in particular are essential. Every company we select has to represent a fast-growing industry. 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 investment returns to-date 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 continually expanded and enhanced its team of research analysts. For a firm of our size, we possess an unusually large and talented team of individuals with extensive industry-focused expertise and advanced academic degrees.

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