Shaker Investments

Shaker Investments LLC is an SEC-registered investment adviser specializing in equity management, primarily focusing on growth companies. Established in 1991, the firm manages client accounts on a discretionary basis, making investment decisions based on client objectives and tax considerations. Shaker offers two long-only portfolio investment composites, Fundamental Growth and Small Cap Growth, as well as an Asset Allocation model strategy. The firm also serves as the Investment Manager for the Shaker Investments Tower Fund, LP, a long-short hedge fund open to accredited investors. Clients can expect continuous advice on investment decisions tailored to their individual needs and goals. Shaker Investments charges annual fees based on a percentage of assets under management, typically ranging from 0.75% to 1.0%. The firm may receive soft dollar credits for executing trades, which are used to pay for research services benefiting all clients. Shaker Investments maintains a Code of Ethics to ensure fair and ethical business practices, including the disclosure of any conflicts of interest. The firm exercises investment discretion for client accounts, allowing them to determine the securities to buy or sell without client approval. Shaker also provides proxy voting services for some client accounts and assists with class action settlements when necessary. Shaker Investments has no financial conditions that would impair its ability to meet contractual obligations.