In the 8th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Chris Hemmelgarn, Portfolio Manager at Shaker Investments, to discuss winning Best Small Cap Strategy in this year’s awards.

Evan and Chris talk about why Shaker was able to weather a tumultuous 2020, their unique approach to building and sustaining relationships, and why all of this is important to advisors.

About the Strategy
Shaker Investments was founded in 1991 with a mission to deliver superior investment returns and offer first-class client service. They have offices in Ohio and Virginia.

The Shaker investment process is predicated on a strong research-based stock picking philosophy. They employ a time-tested research platform guided by a five step approach:

1. Identify big-picture investment themes
2. Initiate a rigorous 11-point fundamental, bottom-up analysis of relevant companies
3. Compile a watch list of approximately 150-200 stocks
4. Build concentrated portfolios of long-term holdings while continuously rebalancing and portfolio risk management
5. Maintain an unwavering commitment to Shaker Investments’ sell discipline

The Shaker Small Cap Growth Strategy aims to outperform the Russell 2000 Growth index while maintaining the same or lower levels of volatility. The strategy invests in domestic small cap growth companies. The core of what they do is to find really good growth companies.

Resources

• SMArtX Advisory Solutions Website
• SMArtX Virtual Awards Webinar with NASDAQ Dorsey Wright Relative Strength Portfolios
• SMArtX Virtual Awards Blog Post with NASDAQ Dorsey Wright Relative Strength Portfolios