SHAKER INVESTMENTS Overview
Shaker Investments Incorporated is a hedge fund that manages 127.7 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 162MM in positions, representing 127% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 162MM in positions, representing 127% of the manager's regulatory AUM.
SHAKER INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SHAKER INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BOFI | 17.85% | Financials | -11.7% | -3.58% | 1 | 4% | ||
| ABMD | 4.4% | Health | -8.67% | -0.89% | 0 | 12% | ||
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FEATURED IN
SHAKER INVESTMENTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward P. Hemmelgarn | President, Director & Member | January-2002 |
| Raymond J. Rund | Chief Compliance Officer | September-2006 |
SHAKER INVESTMENTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
SHAKER INVESTMENTS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
Shaker Investments is a research driven firm. Our investment decisions are based on fundamental research on economic trends, investment themes and individual companies that we perform along with information available from other analysts, economists, the Federal Reserve banks, and the federal government. We start our analysis by considering and analyzing economic and demographic trends because changes in populations and economic conditions strongly influence the prospects of industries and individual companies. An understanding of the economic outlook and demographic factors helps us formulate and recognize growth investment themes and, based on those themes, the industries and then
the companies that are likely to benefit. For example, in the 1990’s, recognizing that the costs of computing and data communications were declining dramatically every year, and understanding the facto...
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METHODS OF ANALYSIS
Shaker Investments is a research driven firm. Our investment decisions are based on fundamental research on economic trends, investment themes and individual companies that we perform along with information available from other analysts, economists, the Federal Reserve banks, and the federal government. We start our analysis by considering and analyzing economic and demographic trends because changes in populations and economic conditions strongly influence the prospects of industries and individual companies. An understanding of the economic outlook and demographic factors helps us formulate and recognize growth investment themes and, based on those themes, the industries and then
the companies that are likely to benefit. For example, in the 1990’s, recognizing that the costs of computing and data communications were declining dramatically every year, and understanding the facto...
Unlock Full Investment Process Description
SHAKER INVESTMENTS Portfolio Concentration
SHAKER INVESTMENTS Location
3690 ORANGE PLACE
SUITE 400
CLEVELAND, Ohio
UNITED STATES, 44122-4466
SUITE 400
CLEVELAND, Ohio
UNITED STATES, 44122-4466
SHAKER INVESTMENTS Contact Information
Phone Number: 216-292-2950
Fax Number: 216-292-2951
Website: http://www.shakerinvest.com
Fax Number: 216-292-2951
Website: http://www.shakerinvest.com
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