Shaker Investments: Announcements, Updates, & Insights

Investing did not get any easier during the second quarter of 2022. The Equity markets continued to face challenges, and it was particularly difficult for growth stocks.

We are pleased to learn that the Shaker Small Cap Growth strategy has ranked in the top 5th percentile for the trailing 3- and 5-year performance within LCG & Associates Quarterly Investment Manager Survey for the period ending June 30, 2022.

Shaker Investments LLC announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2022.

In the first quarter of 2022, the Shaker Fundamental Growth strategy declined along with the major U.S. equity market indices. Broadly, large cap stocks declined less than small caps with the S&P 500 falling 4.6% in the quarter, while small cap growth stocks were down 12.6%.

The market environment was challenging during the first quarter of 2022. Investors wrestled with inflationary trends not seen in a generation, the first of several Federal Reserve interest rate increases and geopolitical turmoil triggered by Russia’s invasion of Ukraine which led to a dramatic shift in investor risk tolerance.

In the fourth quarter and full year 2021, the Small Cap Growth Strategy had very strong returns as compared to the performance of U.S. small cap growth stocks as measured by the largest US small cap growth index.

In the fourth quarter and full year 2021, Shaker’s Fundamental Growth and the major U.S. equity market indices had strong returns on a percentage basis.

Shaker Investments was honored with 1, 3, 4, 5, and 6 star and Bull/Bear Top Guns ratings for its Small Cap Growth strategy in the Small-Mid Growth Universe.

During the third quarter, investment returns for your account continued to exceed the returns of broad U.S. equity market indices. We achieved these results due to alpha generated from individual stock selection as well as sector positioning.

During the third quarter, returns for the small cap growth portfolio continued to exceed the returns of U.S. equity market indices. We achieved these results due to alpha generated from individual stock selection as well as sector positioning.

During the first quarter of 2021, the Shaker Small Cap Growth (SCG) strategy continued to deliver strong returns outperforming the US Small Cap Growth Index on both an absolute and relative basis.

During the first quarter of 2021, the Shaker Small Cap Growth (SCG) strategy continued to deliver strong returns outperforming the US Small Cap Growth Index on both an absolute and relative basis.

Shaker Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Large capitalization stocks (S&P 500) returned just over 6% for the quarter, while small capitalization stocks increased over 12%. Similar to the overall market, the breadth of returns among our individual positions were skewed to the upside.

Our returns were driven by our stock selections, and by an expansion in price-to-earnings multiples broadly across equities. This broad expansion in market multiples ties back to the low interest rates and substantial increases in the money supply in the U.S., Europe, and Japan.

Despite increased volatility in the final months of the year, equity markets were resilient and exhibited strong, broad based market performance.

During the third quarter, investment returns for the Shaker Fundamental Growth Strategy continued to be strong and significantly exceeded the returns of broad U.S. equity market indices for the quarter and year to date.

The investment results for Shaker’s Fundamental Growth strategy were positive for the second quarter and the first six months of the year, and outperformed the broad market by more than 10% year to date. Despite this outperformance, at no time was it easy.