Shaker Investments LLC Awarded Top Guns Designation
Cleveland, OH — November 17, 2021— Shaker Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Shaker Investments was honored with 1, 3, 4, 5, and 6 star and Bull/Bear Top Guns ratings for its Small Cap Growth strategy in the Small-Mid Growth Universe.
“We are humbled to be recognized with the Top Guns designation,” said Brandon Hemmelgarn, Co-Chief Investment Officer at Shaker Investments. “It is a credit to the team’s hard work and commitment to the firm’s investment philosophy during a volatile market environment. We believe superior investment returns can be achieved through in-depth research to select a diversified portfolio of companies within growing industries that have strong fundamentals, catalysts for future growth, and are currently mispriced by the market.”
PSN Top Guns* (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This quarterly ranking is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a provider of critical decision-making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
Shaker Investments Small Cap Growth strategy was named Top Gun 1, 3, 4, 5, and 6 star and Bull/Bear rating, meaning our Small Cap Growth Strategy:
had one of the top ten returns for the quarter in their respective universe
had one of the top ten returns for the three-year period in their respective universes
had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns
had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns
had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns
had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters
“Congratulations to Shaker Investments for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.
About Shaker Investments
Shaker Investments is a Cleveland-based asset manager founded in 1991 by current President, Edward Hemmelgarn. The firm was founded on a clear investment mandate: to manage growth equity portfolios representing primarily small and mid-capitalization companies whose attributes we believe favor exceptional, long-term investment performance. Focused on fundamental research, our portfolio management team has an average of 21 years of experience in the investment management industry and 16 years working together at the firm.
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
Disclaimer:Any designation referred to herein was made by a third-party, and although Shaker Investments, LLC has no reason to believe that such designation, or the criteria for being considered for such designation, are inaccurate or misleading, Shaker Investments, LLC has not independently verified the selection process and does not guarantee its completeness or accuracy. No compensation was paid in exchange for any such designation. An investment in the strategy is subject to risk, including the possible loss of invested principal. Past performance does not guarantee future results. An individual client’s returns may have differed significantly from the performance results reported, including the possibility that returns for some clients did not surpass the benchmark index. This award is not a representation of any one client’s experience. The Top Gun award is based on a rating ranging from one to six stars, with the number of stars representing continued performance over time. A 1-star rating is awarded for firms with one of the top ten returns for the quarter in their respective universe. A 3-star rating is award for firms with one of the top ten returns for the three-year period in their respective universes. A 4-star rating is awarded for firms with an r-squared of 0.80 or greater for the performance relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns. A 5-star rating is award for firms with an r-squared of 0.80 or greater for the performance relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns. A 6-star rating is awarded for firms with an r-squared of 0.80 or greater for the performance relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. A Bull/Bear rating is awarded for firms with an r-squared of 0.80 or greater for the performance relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters. Shaker’s Small Cap Growth won all of these awards in the Small-Mid Growth universe which included 55 firms and 63 strategies.