Shaker Investments, LLC Email Format

Investment ManagementOhio, United States2-10 Employees

Shaker Investments, LLC is an investment management firm based in Beachwood, Ohio, at 3201 Entrprise Place, Suite 310, 44122 United States, established in 1991, with a small staff of 2 to 10 employees. It manages equity portfolios focused on small- and mid-cap companies, with the goal of delivering long-term investment performance. The firm emphasizes independent, high-quality research that blends an understanding of market dynamics with company-specific knowledge, selecting opportunities in industries with growth and companies with strong fundamentals and attractive valuations. It has built a team of research analysts with extensive industry expertise and advanced academic credentials. Shaker Investments has received industry recognition, including PSN Top Guns in 2021 and Best Small Cap Strategy at SMArtX in 2021, and in 2022 promoted Kacie Wick to Chief Compliance Officer, after formerly serving as Controller.

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