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 09/30/16. The fund's latest filing disclosed 124MM in positions, representing 97% of the manager's regulatory AUM.

SHAKER INVESTMENTS StockAlpha

-8.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SHAKER INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BOFI 20.83% Financials 6.07% -2.63% 1 4%
DXCM 5.37% Health -27.14% -1.14% 0 7%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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SHAKER INVESTMENTS Portfolio Concentration

SHAKER INVESTMENTS Location

3690 ORANGE PLACE
SUITE 400
CLEVELAND, Ohio
UNITED STATES, 44122-4466

SHAKER INVESTMENTS Contact Information

Phone Number: 216-292-2950
Fax Number: 216-292-2951
Website:

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