# Shaker Investments

Shaker Investments is an Asset Manager based in Cleveland, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** 3201 Enterprise Parkway, Suite 310, Cleveland, Ohio 44122, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** shakerinvest.com
- **LinkedIn:** https://www.linkedin.com/company/shaker-international-bd

## Regulatory record

- **Reports private funds:** No

## About

Shaker Investments is a leading investment management firm offering personalized strategies to help clients achieve their financial goals.

## Sectors

- Enterprise Software
- Digital Health
- Industrial Tech
- FinTech

## People

- Edward P. Hemmelgarn — CEO and Co-Chief Investment Officer
- Brandon Hemmelgarn — Co-Chief Investment Officer
- Kacie Wick — Chief Compliance Officer
- Anthony J. Panuto II — Chief Market Strategist, Head of Trading

## Questions

### Who runs investment decisions at Shaker Investments?

Edward Hemmelgarn serves as CEO and Co-Chief Investment Officer alongside his son Brandon Hemmelgarn, who was promoted to Co-CIO in 2023. The firm's website lists both as sharing the top investment role, supported by a team that includes portfolio managers Chris Hemmelgarn and Sasha Kostadinov, and Senior Research Analyst Andrew Frye.

### What investment stages and market caps does Shaker target?

Shaker focuses on publicly traded small- and mid-cap US equities. The firm does not market venture-capital, buyout, or private-credit funds. Its flagship vehicles — the Shaker Small Cap Growth Strategy and the Shaker Fundamental Growth Strategy — invest in companies that meet an 11-point checklist for superior growth characteristics.

### How does Shaker Investments source its investment ideas?

The firm emphasizes proprietary, fundamental research conducted internally rather than relying on Wall Street analysts. The team applies a repeatable 11-point framework to evaluate small- and mid-cap companies, seeking businesses with durable growth attributes that they can hold over the long term in concentrated portfolios.

### Does Shaker Investments coinvest alongside its clients?

Yes. Shaker states that as an employee-owned firm, team members invest their own capital alongside client assets. The firm highlights this alignment of interests as a structural commitment that ensures its recommendations are made with conviction, although it does not publicly break out the size of internal coinvestment versus external AUM.

## Related profiles

- [Consona Corporation](https://altss.com/profile/consona-corporation)
- [Frank Productions](https://altss.com/profile/frank-productions)

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Last updated: 2026-06-03T20:00:00.000Z

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