Shaker Investments
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Growth Investing for Institutions and Individuals

Shaker Investments, LLC is a Registered Investment Advisory Firm based in Shaker Heights, Ohio. The firm has three investment strategies: Small Cap Growth, Shaker Fundamental (All Cap) Growth and an alternative strategy. Shaker Investments works with both institutional investors and individual investors.

Shaker Investments-There is No Substitute for Insightful Original Research

There is No Substitute for Insightful, Original Research

Shaker Investments Philosophy and Process

Steadfast Philosophy,
Adaptable Process

Shaker Investments’ investment philosophy:

Through in-depth research, superior investment returns can be achieved by finding small and mid-cap companies within growing industries that have strong fundamentals and catalysts for future growth.

This philosophy has guided our efforts since inception, yet the ways in which our research-driven investment process has gone about realizing it has evolved over time.

What drives this evolution? Changing markets. Dynamic industries. The wisdom of our ever-growing experience.

Experienced Team,
Superior Returns

Shaker Investments’ senior portfolio management and research team has an average of 21 years of experience in the investment management industry.

While many firms focus on large companies and rely on Wall Street research, Shaker targets small and mid-cap companies and utilizes the expertise and in-depth analysis of our own research analysts.

The benefit? A concentrated portfolio of high-conviction, quality growth companies. Importantly, our team is significantly invested in Shaker’s strategies, which means our interests are closely aligned with those of our clients.

Shaker Investments Longstanding Principles

An Evolving Firm with Long-Standing Principles

When we were founded in 1991, our goal was to deliver superior investment returns and offer first-class client service.

While that long-term mission has never changed, evolving markets and a dynamic investment management industry have required us over the years to change and evolve as well.

Today, with more experience and deeper resources to leverage on behalf of our clients, Shaker Investments continues to be positioned to deliver superior returns and first-class client service.