Shaker Investments Fundamental Growth Strategy seeks to consistently outperform the Russell 3000 Index with equivalent risk. Stocks reside in industries with accelerated growth and have characteristics key to sustainable growth.
The Investment objective of the Shaker Investments Fundamental Growth Strategy is to consistently outperform the Russell 3000 Index while maintaining an equivalent level of risk.
We invest in stocks of all capitalizations that we identify as growth companies and we feel can succeed over a long period of time. Valuation is a key consideration in evaluating investments.
Past performance is not indicative of future results. Investing involves certain risks including loss of principal. No guarantee that any specific investment will be suitable or profitable can be made.
Chris is responsible for researching new and existing investments as well as portfolio management at Shaker Investments. He joined Shaker in 2017 and covers a range of companies and sectors with a focus on technology, consumer products, materials, and utilities.
Prior to joining Shaker Investments, Chris most recently worked in Sell-Side Research as a Vice President at Barclays covering Semiconductors from 2012-2017. He co-covered 5 companies there (shared with Barclays’ lead Semiconductor Analyst) and his primary responsibilities included company and market analysis and forecasting, publishing research, client marketing, and relationship management of company and industry contacts. Before joining Barclays, Chris earned his MBA (with Distinction) specializing in Finance and Corporate Finance at the NYU Stern School of Business from 2010-2012. He also worked as an Associate at Morgan Stanley developing and analyzing business management metrics from 2007-2010. Chris graduated from Georgetown University in 2004 with a BSFS in International Politics.
Chris is an avid golfer and cook, and is learning the joy of maintaining a 100 year old home after a decade plus in Manhattan apartments. He lives in Shaker Heights with his wife, Nicole, and son Graham.
Brandon is responsible for researching new and existing investments as well as portfolio management at Shaker Investments. He joined Shaker in 2012 and covers a range of companies and sectors including technology, consumer products and services, industrials, and materials.
Prior to joining Shaker, Brandon worked on the investment team at Audax Group, a Boston-based private equity firm focused on growing middle market companies.
Brandon currently is a member of the Washington Association of Money Managers and is a former board member of the Private Equity Association of Boston.
Brandon received his AB in Economics from Princeton University and is a Registered Investment Advisor Representative (FINRA Series 65).
He and his wife, Shelby, reside in Arlington, Virginia.