We want to thank our clients for placing their trust in Shaker Investments. At Shaker, we are active managers and focused on performing for our clients over the long-term. Over long periods of time, and full market cycles, we strive to achieve net returns in our strategies that exceed returns of their respective benchmarks.
We are pleased to learn that the Shaker Small Cap Growth strategy has ranked in the top 5th percentile for the trailing 3- and 5-year performance within LCG & Associates Quarterly Investment Manager Survey for the period ending June 30, 2022. Shaker's investment team is committed to finding exceptional growth companies and look forward to seeing how we rank amongst our peers in the coming years.
Founded in 1973, LCG is a 100% employee-owned independent consultant that has been recognized by Greenwich Associates in its annual ratings of independent consultants as a Greenwich Quality Leaders Awards the last three years. To learn more about LCG & Associates’ Quarterly Investment Manager Survey, visit https://www.lcgassociates.com/insights/quarterly-investment-manager-universe/.
Source Information: Compiled By: LCG Associates, Inc.; Mutual Fund Data Source: ©2008 Morningstar,Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Shaker Investments, Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Past performance is no guarantee of future results. Universe performance is net of fees. LCG & Associates Quarterly Investment Manager Universe includes 138 members in the Small Cap Growth asset class. Neither LCG nor Shaker Investments received any compensation related to the collection or distributions of this data. Shaker Investments has not independently verified the LCG data and does not guarantee its completeness or accuracy.
This ranking is not a representation of any one client’s experience. 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.