Shaker Investments Llc/oh
Shaker Investments LLC is an employee-owned, SEC-registered investment adviser headquartered in Cleveland, Ohio. Founded in 1991, the firm primarily manages equity strategies focused on the stocks of growth companies. As of 2025, Shaker manages approximately $253 million in assets and employs about 10 people, with a majority of professionals dedicated to investment research and management. The firm serves primarily high net worth individuals, other individuals, a small number of pooled investment vehicles, and charitable organizations.
Investment Strategy
Shaker Investments specializes in active equity management, focusing on the stocks of growth companies. The firm primarily offers long-only portfolio strategies, notably its Fundamental Growth composite. Portfolio managers provide continuous investment advice and direct discretionary management of client accounts. Shaker's philosophy emphasizes in-depth fundamental research and individualized account management, seeking to generate returns by investing in companies with substantial growth potential and sound fundamentals.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AX | Axos Financial Inc. | 13.54% | $33.8M | 399,717 | $34.18 | $84.65 | +$2.6M |
A AVGO | Broadcom Ltd. | 4.92% | $12.3M | 37,298 | $57.28 | $329.91 | +$657.2K |
N NVDA | NVIDIA Corp | 4.92% | $12.3M | 65,930 | $108.18 | $186.58 | +$2.1M |
M MSFT | Microsoft Corp | 3.40% | $8.5M | 16,384 | $448.64 | $517.95 | +$4.5M |
G GOOGL | Alphabet Inc. | 3.32% | $8.3M | 34,130 | $111.65 | $243.10 | +$3.5M |