May 17

Fast Growing US Exploration and Production Stock

Small cap energy has not been a profitable sector for quite a while but that appears to be changing. The benchmark price of a barrel of West Texas Intermediate (WTI) crude oil today is around $70, which is 170% higher than its low of $26 in February 2016. A currently favorable outlook for the price.

April 26

First Quarter Update – 2018

The first quarter of 2018 was a very good start to the year for your account with Shaker Investments. We are proud to report that, despite negative market (Russell 3000 Index) returns, results for your account were positive.

April 23

Earnings Are Good But Does Anybody Care?

The first earnings season of 2018 is underway. More than anything we do, we pay close attention to corporate earnings reports to inform our investment decisions. So far first quarter earnings are shaping up nicely but investors are not responding favorably.

March 23

This company has a long runway for growth!

Sprouts Farmers Market (SFM) is a small cap stock with a long runway for growth. Headquartered in Phoenix, Arizona, the company operates a chain of 289 small-format grocery stores in 15 states, predominantly in the southwest United States, but its footprint is expanding. Although the grocery business is highly competitive and industry conditions are challenging,.

February 15

Don’t Panic!

As you might have noticed the beginning of February has not been a friendly time for investors. The S&P 500 and NASDAQ are down month-to-date. However, we do not feel it makes sense to panic..

February 6

Fourth Quarter Update – 2017

We are pleased to report US equity returns continued to be positive in the fourth quarter. In fact, the All Cap composite outperformed all major averages for the last six months and calendar year of 2017.

January 26

Buffett’s $1 Million Wager

Toward the end of 2007, billionaire investor Warren Buffett issued a $1 million open bet to the hedge fund industry with the proceeds to be donated to the charity of the winner’s choosing. The bet: including fees and expenses, an S&P 500 index fund would outperform a basket of hedge funds over the next ten.

December 21


As December comes to a close and we look back on 2017, the rise of Cryptocurrencies stands out as one of the most remarkable events in a year full of surprises. We thought our clients might find value in a basic primer on the subject as they head into the holiday season and the attendant.

October 25

Third Quarter Update – 2017

During the third quarter and year-to-date for 2017, investment returns for Shaker managed accounts outperformed the US market as represented by the Russell 3000 Index. Overall, our accounts benefitted from increasing stock prices across a number of our larger core positions in the quarter.