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Fortaleza Asset Mgmt, INC.

30 North LaSalle Street, Suite 1526
Chicago, Illinois 60602
United States
 
Contact :      Christina Perez
Phone :       312-621-6111
Fax :             312-621-6112
Email :         christina@fortalezaasset.com
Web :           http://www.fortalezaasset.com

Fortaleza Asset Mgmt, INC. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $130
Tax-Exempt Managed ($Mil) : $130
Taxable Assets Managed ($Mil) :
Year Founded : 1990
Wrap Programs Offered? : No
# of Accounts Managed : 12
In-House Research : 50 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Fortaleza Asset Mgmt, INC. History

Fortaleza Asset Management, Inc., is a registered investment advisory firm based in Chicago, Illinois. Fortaleza was established in 1990 by portfolio manager, Margarita Perez. The name "Fortaleza" is Spanish for fortitude, courage and also fortress. The firm's logo depicts one of the many fortresses, which surrounds Old San Juan in Puerto Rico. Fortaleza specializes in the investment management of growth stocks for taxable and tax-exempt clients. The firm is employee-owned, with majority ownership by our founder making Fortaleza both a women-owned and Hispanic-owned firm. We have found that Fortaleza's small investment team provides the advantage that decision-making is not a lengthy or cumbersome process. Given the volatility in the markets, our ability to make decisions expediently without the hindrance of a large investment committee has proven very valuable. Our investment professionals work as a team, utilizing individual strengths and areas of focus to arrive at a consensus decision. Portfolios are tailored to meet specific client objectives. Fortaleza?s philosophy is based on the belief that long-term, return enhancement exists in growth stocks driven by their projected strong revenue and earnings growth. We have chosen to focus on small cap stocks not only because they tend to produce higher returns over the long run, but also because we can add value in this area of the market, which is inherently inefficient. Management is the key ingredient in a small cap company. Our bottom-up, fundamental approach enables us to dig deep into the management of these companies. Since small cap securities tend to be more sensitive to market moves, we believe that active management in conjunction with effective risk controls increases our ability to identify strong companies through a focused, continuous discipline.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
2
$0.6
 
Limited Partnership :
 
Foundations :
3
$3.3
ERISA :
1
$1.8
Unions, Taft-Hartley :
Public :
5
$124.4
Others :
Total # of Professional : 3 Analysts : 0
Portfolio Managers : 3 Traders : 0
Client Service : 0 Operation : 1

Fortaleza Asset Mgmt, INC. Personnel

Ms.  Christina Perez

Researcher/Analyst
Tel : 312-621-6111
Email: christina@fortalezaasset.com
Ms. Perez is a member of the investment team and is involved in the research and analysis of the Consumer Discretionary and Staples sectors.  She also assists the team with portfolio attribution analysis. Ms. Perez originally joined Fortaleza in 1999 as a college intern while pursuing an undergraduate degree at DePaul University.  During her four year internship, she served as Administrative Assistant for Fortaleza’s Operations Department.  She also worked on special projects for the research team.  She became a full-time Research Associate effective August 2004 assisting the portfolio managers and also serving as client service support.  Additionally, she was responsible for maintaining consultant databases.  She then transitioned to Investment Analyst in September 2008, focusing primarily in the research of Specialty Retail and Restaurant stocks.  In late 2009, she expanded her role to lead analyst for all Consumer Discretionary and in Mid-2010 she added Consumer Staples.    Ms. Perez graduated from DePaul University in 2004 with a B.S. in Commerce with a concentration in Finance and holds an MBA from Loyola University Chicago Graduate School of Business as of May 2010.

Ms.  Margarita Perez

President/CEO
Tel : 312-621-6111
Email: mperez@fortalezaasset.com

Mr.  Tim Hurlburt

Portfolio Manager
Tel : 312-621-6111
Email: thurlburt@fortalezaasset.com
Mr. Hurlburt joined Fortaleza Asset Management in April 2010 as a Vice President and Senior Investment Analyst focusing primarily on the technology sector. He has been involved in the investment industry since 1995. Mr. Hurlburt‘s career began in the business management division at Crown, Cork & Seal Company where he served as Plant Controller. His equity capital markets career began when Mr. Hurlburt joined the Investment Board for the State of Wisconsin, first as an Intern for the Global Value Fund and then as a Domestic Equity Analyst. While on the Investment Board, he was responsible for generating buy and sell ideas mainly in software, internet and telecom. Mr. Hurlburt then joined Lord Abbett where he served as a Senior Analyst for a mid-cap growth fund and later as a generalist for the small-cap growth fund. During his tenure with Lord Abbett, he was required to make all buy and sell decision and proposed allocations for each technology and telecom stock in the portfolio. In 2007, Mr. Hurlburt joined Brazos Capital Management where his responsibilities included research and stock idea recommendations overseeing the following industries: software, internet, and metals and mining.

Fortaleza Asset Mgmt, INC. Product Name

Small Cap Growth:Privately Managed Accounts
Large Cap Growth:Privately Managed Accounts
Mid Cap Growth:Privately Managed Accounts
Focus Fund:Privately Managed Accounts
Report Created: July,21 2019.  Copyright Money Manager Review , All rights Reserved.
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