Strategy
Investment Philosophy
Through comprehensive research, superior investment returns can be achieved by identifying small and mid-cap companies within expanding industries that exhibit strong fundamentals and potential catalysts for future growth.
Our investment philosophy is established in foresight and meticulous analysis, ensuring that each decision is supported by strategic insight.
Investment Process
Our investment process is transparent, offering clients a comprehensive overview of our operations. We are committed to open communication and collaboration, certifying that you remain informed and engaged throughout the investment journey.
Our time-tested research platform is guided by a five-step approach:
1.
1.
Identify big-picture investment themes.
2.
2.
Initiate a rigorous 11-point fundamental, bottom-up analysis of relevant companies.
3.
3.
Compile a watch list of approximately 150-200 stocks.
4.
4.
Build concentrated portfolios of long-term holdings while continuously rebalancing and portfolio risk management.
5.
5.
Maintain committed to Shaker Investments’ sell discipline.
Shaker Investments’ 11 Characteristics of Superior Growth Companies
Upon identifying target industries, we pinpoint companies of interest within those areas.
We assess companies to determine which are distinguished from their competitors and, more importantly, which present the most promising growth investment opportunities.
Our evaluation process utilizes a diverse array of information sources and criteria. These sources include company filings, meetings with management, consultations with industry professionals, discussions with suppliers and vendors, as well as presentations at investment and trade conferences.
Our evaluation criteria encompass a set of eleven characteristics, developed by Shaker Investments, which we use to assess what we refer to as “fundamental superiority.”
