Fortunato Asset Management Company Profile, Contacts & Intelligence

Fortunato Asset Management Overview

At Fortunato, we work hard to grow our clients assets by conducting fundamental equity research, following a disciplined strategy toward allocation, and concentrating our investments in our best ideas. By managing separate accounts for our customers, we have low operational costs and thus are able to charge low fees through either our performance based fee structure for Qualified Clients, or our fixed fee structure. Our investment strategies are long term focused and value driven. Our unique fee structure is a competitive advantage for Fortunato and keeps frictional costs to a minimum. For Qualified Clients we charged only performance based fees above either 4% or 6% rate of return annually. For non-Qualified Clients we charge some of the lowest fixed rates in the industry. Our low cost operational structure allows Fortunato to pay all its own operation costs including audit, legal, accounting, administration, tax and regulatory filing fees. None are passed on to investors. A substantial percentage of our assets are invested in the 3 fund strategies alongside outside investors. Research repeatedly shows this to be a difference maker in fund performance. We perform bottom up, fundamental research before investing in companies. We invest primarily for the long term, and focus on investments that we believe we will be able to hold through a variety of macro-economic and business cycle environments. We focus much of our investment research on companies that we feel are undervalued within their industry and potentially in an industry that is also depressed. One approach we use to minimize risk is an allocation to cash based on our proprietary market valuation formula. By keeping these percentages of cash available, we are able to take advantage of market downturns and forced selling in order to buy at attractive pricing when others are selling. One component of minimizing risk, we develop sell criteria for our investments.

Headquarters

1900 the Exchange Se

Website

fortunatofunds.com

Industry

Investment Management

Founded

2016

NAICS

Other Financial Investment Activities, Portfolio Management

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