Shaker Investments, LLC

At Shaker Investments, we hold our investment philosophy in the highest regard, underscoring our confidence in both our process and strategies. Our disciplined approach is designed to provide robust, long-term results and exceptional value for our clients. By adhering to our proven investment methodologies, we establish that every decision is made with precision and integrity. Partner with Shaker Investments and experience the confidence of a well-established investment process. #ShakerInvestments #ShakerInvest #ClevelandOhio #InvestmentPhilosophy #StrategicInvesting #ClientFocused Disclaimer: Investments are speculative and involve a high degree of risk, including potential loss of principal. There is no guarantee that the investment objectives will be achieved, or that the investment strategies will be profitable.

Shaker Investments leverages extensive industry knowledge and experience to offer exemplary service to all clients. By continuously advancing our technology and resources, we are uniquely positioned to achieve superior returns and maintain a leading edge in the investment landscape. Entrust Shaker Investments to deliver excellence and innovation in every aspect of our financial services. #ShakerInvestments #ShakerInvest #ClevelandOhio #InvestmentStrategy #InnovativeInvesting #ClientFocused #SuperiorReturns Disclaimer: Investments are speculative and involve a high degree of risk, including potential loss of principal. There is no guarantee that the investment objectives will be achieved, or that the investment strategies will be profitable.

Shaker Investments is on the move! A part of our team traveled to Nashville this past week for an ICR Partners, LLC event, connecting with industry leaders and exploring new growth opportunities. #ShakerInvestments #ShakerInvest #ClevelandOhio #SmallCapGrowthStrategy #ICRPartners #Nashville #OnTheGo

Shaker Investments wants to share our latest developments for the month of August. This month, we provide a detailed review of our performance and market trends. We are also proud to spotlight Raymond Rund, whose dedicated contributions have greatly enhanced our team. #ShakerInvestments #ShakerInvest #ClevelandOhio #InsightsFromShaker #MonthyUpdate

We hope everyone had a great Labor Day weekend, filled with relaxation, quality time with loved ones, and a chance to recharge. This well-deserved break is an opportunity to reset and refocus as we enter the final stretch of the year. As the last few months of 2024 unfold, we're excited to continue working towards our goals and helping our clients achieve theirs. Whether it's closing out the year strong or laying the groundwork for future success, we're ready to take on the challenges and opportunities ahead. #ShakerInvestments #LaborDay #LaborDayWeekend #ResetAndRefocus

A big thank you to the CFA Society Cleveland for an enjoyable lunch and panel discussion with Tennis in the Land. The insights shared were invaluable, highlighting the significant economic impact of sports in our city. Excited for the future of Cleveland sports! #ShakerInvestments #ClevelandOhio #CFASociety #EconomicOfSports #ClevelandEvents

A big thank you to Chris Mooney and Joseph Olivia from Bloomberg for treating a few members of our team to an exciting Cleveland Guardians game! The energy was great all night, and we were thrilled to see the Guardians secure a win! Special shoutout to Anthony Panuto II and Andrew Frye for representing Shaker Investments at the game. Your enthusiasm and support are what make moments like these so memorable. Here’s to more wins and great times ahead! #ShakerInvestments #ShakerInvest #ClevelandOhio #ClevelandGuardians #SecureYourWin

#ShakerInvestments #ShakerInvest #ManagingDirector #SeniorResearchAnalyst #LeadingWithIntegrity #TeamMemberSpotlight

Shaker Investments Senior Business Development and Client Service Officer, Ashley Arsena, CFP® has been recognized as a Five Star Wealth Manager 2024 by Five Star Professional. This award reflects her dedication to providing remarkable service and achieving outstanding results for her clients. The selection process considers ten objective criteria, including assets under management, client retention rate, and a thorough regulatory and complaint review. Congratulations to Ashley on this well-deserved honor. Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. For more details regarding the evaluation criteria, visit https://lnkd.in/gkrsgiiS. #ShakerInvestments #ShakerInvest #FiveStarWealthManager #ClientSuccess #FinancialExcellence Disclaimer: Any designation referred to herein was made by a third-party and Shaker Investments has not independently verified the selection process and does not guarantee its completeness or accuracy. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. The Five Star award is not indicative of the wealth managers’ future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

Shaker Investments Small Cap Growth strategy outperformed its benchmark by over 1% this quarter, driven by strategic stock picks and broad sector diversification. We remained committed to identifying great companies at reasonable valuations and adapting our research efforts to navigate market changes. To read our full second quarter letter and view all applicable disclosures, click here: https://lnkd.in/ejDJFuq9. Disclaimer: Investments are speculative and involve a high degree of risk, including potential loss of principal. There is no guarantee that the investment objectives will be achieved, or that the investment strategies will be profitable. #ShakerInvestments #ShakerInvest #EconomicUpdate #MarketPerformance #InvestmentStrategy