Shaker Investments: Company Attributes.
  • Exclusive investment focus: U.S. small/mid-cap high growth companies
  • Research-driven approach to identifying growth
  • Approximately $280 million in assets under management
  • Based in Cleveland, Ohio
  • Registered Investment Adviser
  • Strong commitment that comes with employee ownership
  • Team of 15 highly educated employees whose backgrounds in finance and scientific research enhance research possibilities
  • Dedicated to client service excellence

Small/Mid Cap Growth Equity Strategy

  • Have delivered superior returns since inception
  • Average annual return since inception over 17.75 (gross) versus
    – 10.5% for S&P 500
    – 11.4% for Russell 2000
    – 9.3% for Russell 2500 Growth

Small Cap Growth Equity Strategy

  • Cumulative return since inception of 26.1% (gross) versus
  • 19.5% for the Russell 2000 Growth
  • 25.4% for the Russell 2000

*Shaker returns are estimated for the most recent period ending June 30, 2006.
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