We expect the economy to grow in 2024, though at a slower pace than in 2023. We expect the Fed to start cutting rates this year, and if the market responds as it has in the past, small cap stocks should be a significant beneficiary of these interest rate reductions.
Read MoreOur latest Wealth Management article is now available online!
Here at Shaker, we believe in the power of small cap stocks. That belief has always been backed by our proprietary research, and this year is no different. If you want to best position your portfolio for 2024, now might be a good time to take a closer look at allocations to small cap stocks.
Read MoreFollowing a strong first half of the year, particularly for the largest capitalization stocks, the equity markets experienced a correction during the third quarter. The S&P 500 peaked in late July near 4,600, within 5% of all-time highs, but declined approximately 7% in August and September for a net loss in the third quarter of down -3.3% and a year-to-date gain of 13.1%.
Read MoreWatsco, Inc. (WSO) is the leading distributor in the highly segmented residential heating, ventilation, air conditioning, and refrigeration (HVAC/R) market. The company has 673 locations servicing over 120,000 active customers which generated $7.3 billion in revenue in 2022.
Read MoreSasha Kostadinov has been with Shaker Investments for the last 18 years of his career as a Portfolio Manager and Research Analyst. He is co-manager of the Small Cap Portfolio and conducts research on stocks in a number of sectors.
Read MoreDomestic equity returns were strong in the second quarter and year to date, especially for the largest market capitalization stocks. The seven largest companies, comprising 28.2% of the total market cap of the S&P 500 as of June 30th, accounted for 75.8% of the total appreciation in the S&P 500 for the first six months of the year
Read MoreWatsco, Inc. (WSO) is the leading distributor in the highly segmented residential heating, ventilation, air conditioning, and refrigeration (HVAC/R) market. The company has 673 locations servicing over 120,000 active customers which generated $7.3 billion in revenue in 2022.
Read MoreShaker Investments is pleased to announce the promotion of Brad Wheeler to President. Brad, who joined the Shaker Investments team in November 2018, previously served as Vice President and Head of Business Development and Client Services.
Read MoreBecoming a leader in financial services isn’t an easy path. It requires grit, determination, intellect, and the ability to be the calm in the center of the storm market fluctuations can create. Edward Hemmelgarn, President and Co-Chief Investment Officer of Shaker Investments is just such a story.
Read MoreFor those looking beyond the uncertainty of the next few months of 2023, we may be approaching a historically rare opportunity for small cap stocks to generate meaningful outperformance for investors with longer time horizons over the next 3-5 years.
Read MoreThe first quarter was positive, albeit mixed for U.S. equity markets. The S&P 500 rose 7.50%, as large cap technology stocks led the way higher with the Nasdaq composite up 17.05% in a reversal of its 2022 underperformance. Underneath the surface, this strong performance was concentrated in “mega cap” stocks as the ten largest companies in the S&P 500 accounted for the majority of the gains for the index.
Read MoreMost investors are familiar with mutual funds and exchange traded funds (ETF) and many have a large percentage of their overall portfolio invested in them. An alternative investment vehicle to a mutual fund or ETF which may not be as well-known, but we believe is superior in many ways, is a separately managed account or SMA.
Read MoreWhile cautious, we have not changed our mantra. We continue to build the portfolio from the bottom-up and search for companies that will deliver fundamental outperformance, even against an environment with a more challenging economic backdrop.
Read MoreSeveral banks recently have been forced to cease operation, and over the weekend the federal government stepped in to protect deposits, even those exceeding the FDIC limit of $250,000, at those banks. You may have questions about what this means for the economy, the stock market and your portfolio.
Read MoreKirby Corporation (KEX) is the largest barge transportation company along the Mississippi, with two main business segments.
Read MoreUS Stock Market returns for the first nine months of the year were significantly less than long term expectations.
Read MoreShaker Investments is proud to announce that our Shaker Small Cap Growth Fund has received a Morningstar Rating™ of 5 stars overall and the Shaker Fundamental Growth strategy has received a Morningstar Rating™ of 4 stars overall as of 09/30/2022.
Read MoreWhile cautious, we have not changed our mantra. We continue to build the portfolio from the bottom-up and search for companies that will deliver fundamental outperformance, even against an environment with a more challenging economic backdrop.
Read MoreUS Stock Market returns for the first nine months of the year were significantly less than long term expectations.
Read MoreShaker Investments is thrilled to announce the promotion of Kacie Wick to Chief Compliance Officer.
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