We believe there is no substitute for insightful, original research. An understanding of the dynamics of the financial markets coupled with detailed, company-specific knowledge is the foundation for superior returns. Shaker Investments was established in 1991 with a clear investment mandate: to manage equity portfolios representing primarily small and mid-cap companies whose attributes favor exceptional, long-term investment performance. Three attributes in particular are essential. Every company we select has to represent an industry experiencing rapid secular or cyclical growth. The company must possess superior characteristics across a broad range of managerial, operational, product and marketing criteria. And, its stock has to be available at an attractive valuation. We believe that this approach will enable us to achieve consistently competitive investment performance over time. Research of this quality and magnitude requires people with high-level analytical skills and strong backgrounds in finance. Since inception, Shaker Investments has focused on assembling a skilled team of research analysts. For a firm of our size, we possess an unusually talented team of individuals with extensive industry-focused expertise and advanced academic degrees.
View Top Employees from Shaker Investments, LLCWebsite | http://www.shakerinvest.com |
Revenue | $6.2 million |
Employees | 15 (15 on RocketReach) |
Founded | 1991 |
Address | 3201 Entrprise Place Suite 310, Beachwood, Ohio 44122, US |
Phone | (216) 292-2950 |
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Industry | Investment Management, Finance General, Finance |
Web Rank | 19 Million |
Keywords | Shaker Investments |
Competitors | 3Summit Investment Management, BALANSTONE, Boston Advisors, Evanson Asset Management |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 5259 Companies, NAICS Code 52 Companies, NAICS Code 52591 Companies, NAICS Code 525 Companies |
Looking for a particular Shaker Investments, LLC employee's phone or email?
The Shaker Investments, LLC annual revenue was $6.2 million in 2024.
Brad Wheeler is the Managing Director of Business Development of Shaker Investments, LLC.
15 people are employed at Shaker Investments, LLC.
Shaker Investments, LLC is based in Beachwood, Ohio.
The NAICS codes for Shaker Investments, LLC are [5259, 52, 52591, 525].
The SIC codes for Shaker Investments, LLC are [67, 672].