Shaker Investments

Investment Bank/Securities Brokerage - Shaker Heights, OH, US

Shaker Investments Employees
Brad Wheeler

Managing Director of Business Development

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Ashley Arsena

Business Development and Client Service Specialist

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Edward Hemmelgarn

President and Chief Investment Officer

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Ashley Arsena

Advisor, Business Development Specialist

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Brandon Hemmelgarn

Co - Chief Investment Officer

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Shaker Investments Senior Management
Brad Wheeler

Managing Director of Business Development

Contact Brad Wheeler

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Shaker Investments Details

We believe there is no substitute for insightful, original research. An understanding of the dynamics of the financial markets coupled with detailed, company-specific knowledge is the foundation for superior returns.Shaker Investments was established in 1991 with a clear investment mandate: to manage equity portfolios representing primarily small and mid-cap companies whose attributes favor exceptional, long-term investment performance.Three attributes in particular are essential. Every company we select has to represent an industry experiencing rapid secular or cyclical growth. The company must possess superior characteristics across a broad range of managerial, operational, product and marketing criteria. And, its stock has to be available at an attractive valuation. We believe that this approach will enable us to achieve consistently competitive investment performance over time. Research of this quality and magnitude requires people with high-level analytical skills and strong backgrounds in finance. Since inception, Shaker Investments has focused on assembling a skilled team of research analysts. For a firm of our size, we possess an unusually talented team of individuals with extensive industry-focused expertise and advanced academic degrees.

Shaker Investments logo, Shaker Investments contact details
Website: shakerinvest.com
Employees: 20 - 49
HQ: 216-292-2951
Location: Shaker Heights, OH, US
Revenue: 5 - 10 Million
Equity Investment Hedging Long/Short US Equity Portfolio Management Small and Mid-Cap Company Research and Investment Equity and Alternative Investment Management for Individuals and Institutions Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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