Shaker Investments

Shaker Investments: Announcements, Updates, & Insights

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Second Quarter Update - Fundamental Growth

The second quarter and the entire first half of 2019 was a very good start to the year for the Shaker Fundamental Growth Strategy and the entire US Stock Market. The investment results for your account were positive - in line with market indices in the second quarter and outperformed for the first six months of the year.

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Ashley Arsena
Second Quarter Update - Small Cap Growth

Stock market returns were positive in the second quarter of 2019. Adding to the gains of the first quarter, large cap stocks and large cap growth stocks in particular attained new highs. Small cap growth stocks have performed better than small cap value stocks, but small cap stocks have trailed large cap stocks and have not recovered to their prior high established last year.

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Ashley Arsena
First Quarter Update - 2019

The first quarter of 2019 was a very good start to the year for the Shaker Fundamental Growth Strategy and the entire US Stock Market.  In the first quarter, US Equity investments reversed the losses suffered in the fourth quarter of last year. The pessimism among market participants in the fourth quarter reversed, driven by…

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The Longest Bull Market and What It Means for Selecting Managers

Is it just me, or are 10 year annualized returns trending higher?  During the Great Recession of 2008 the market seemed to be in freefall.  A bear market started in October of 2007, a couple months before the beginning of the recession, and finally bottomed in early March 2009, a few months before the end of the recession.  We then entered the longest bull market on record*. 

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Rich Rund
Fourth Quarter 2018 Update

We continue to believe that our core strategy of identifying high quality, high growth companies will generate excess returns over time, but we recognize that such companies can be more volatile in periods of market turmoil. However given the uncertainty in the Fourth Quarter, we made adjustments to your account to better position it for.

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Ashley Arsena
Third Quarter Update – 2018

We continue to be particularly focused on the tightening actions of the Federal Reserve (Fed) and the risks such actions pose to the business cycle. In prior communications, we have written about the unprecedented monetary stimulus combination of zero interest-rate policy (ZIRP) and quantitative easing (QE).

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Ashley Arsena