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The Firm
Over the last eight and a half years, Shaker Investments, Inc. has become one of the country’s outstanding equity investment firms. Founded in 1991, Shaker Investments:
- Consistently ranks among the top of all U.S. equity money managers according to Nelson Information.
- Has an average annual return of 40.2% from inception through March 31, 2000.
- Manages $1.3 billion in individual accounts and over $170 million in domestic and offshore investment funds, as of March 31, 2000.
Investment Perspective
The Stock Market
- Often prices growth stocks inefficiently.
- Often treats all companies in the same sector equally in both up and down markets.
- Often fails to differentiate between quality growth companies and those with non-sustainable growth rates.
Therefore
- Shaker systematically exploits these market inefficiencies by maintaining a long-term outlook that is formed through our extensive original research.
- Our long-term perspective, which is rare among growth managers, allows Shaker to invest in the strongest companies at very attractive prices. Shaker particularly seeks to take advantage of these opportunities during sector corrections, or when the long-term prospects of individual companies are misunderstood.
Historical Investment Performance
Shaker Investments has consistently outperformed the general equity markets with its Core Equity Composite over the last eight plus years:
Average Annual Equity Returns
Audited by Ernst & Young
|
As of March 31, 2000
|
|
|
Past 8.5 years
|
Past 5 years
|
Past 3 years
|
Past 1 year
|
|
Shaker
|
40.20%
|
52.01%
|
64.14%
|
163.67%
|
|
S&P 500
|
19.88%
|
26.76%
|
27.39%
|
17.92%
|
|
Nasdaq
|
29.28%
|
41.67%
|
55.84%
|
86.24%
|
|
Russell 2000
|
14.67%
|
17.18%
|
17.86%
|
37.42%
|
