DISCLOSURES
This is not intended as investment advice or recommendation, nor is it an offer to sell or a solicitation of an offer to buy any interest in any fund or product. Information herein has been obtained from various public sources and we do not guarantee its accuracy.
Past performance is not indicative of future results. It should not be assumed that any investment or strategy discussed in this publication will be equally profitable in the future. Our individual strategy’s overall return is a composite of clients’ separately managed account returns. Some clients’ investment returns were more or less than the overall strategy return. Not all our clients’ returns surpassed the benchmark.
An investment in any of our strategies is speculative and involves a high degree of risk, including potential loss of principal. There is no guarantee that the investment objective will be achieved, or that the investment strategies will be profitable. Investments in smaller companies may be riskier, less liquid, more volatile and more vulnerable to economic, market and industry changes than investments in larger, more established companies.
The specific securities identified and described on this site do not represent all of the securities purchased, sold or recommended for clients. It should not be assumed that investments in the securities identified and discussed will be profitable in the future. Holdings and sector weightings in any strategy are subject to change and should not be considered investment advice or a recommendation to buy or sell a particular security. Actual holdings may vary by client. A list of the stocks selected for any of our strategies during the trailing twelve months is available upon request.
Shaker Investments, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Shaker has been independently verified for the periods from January 1, 2017 to December 31, 2023. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. The Shaker Investments Small Cap Growth Composite, the Shaker Investments Fundamental Growth Composite, and the Shaker Investments Tower Fund, L.P. have had performance examinations for the periods from January 1, 2017 to December 31, 2023. Shaker’s GIPS-compliant performance reports as well as the verification and performance examination letters are available by contacting Chief Compliance Officer, Kacie Wick at [email protected]. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.