About Margarita Perez of FORTALEZA ASSET
Margarita Perez is President/Ceo, Chief Investment Officer & Portfolio Manager at Fortaleza Asset Management Inc/ and has been affiliated with Fortaleza Asset Management Inc/ since June-1990.
Fortaleza Asset Management Inc/ is an investment advisor that manages 186.2 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions. The managers's latest filing has disclosed 12MM in positions, which represents 7% of the manager's regulatory AUM.
For more on Fortaleza Asset Management Inc/ including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Fortaleza Asset Management Inc/ is an investment advisor that manages 186.2 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions. The managers's latest filing has disclosed 12MM in positions, which represents 7% of the manager's regulatory AUM.
For more on Fortaleza Asset Management Inc/ including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
FORTALEZA ASSET StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.8%/yr
Co-workers of Margarita Perez at FORTALEZA ASSET
| Name | Title | In Position Since |
|---|
| Timothy Hurlburt | Vice President & Portfolio Manager | May-2010 |
| Christina I. Perez | Vice President & Portfolio Manager | January-2012 |
| Sidney G. Wigfall | Chief Compliance Officer | April-2015 |
Fundamental & Technical Factor Exposure
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Margarita Perez Office Address
30 NORTH LASALLE STREET
SUITE 1526
CHICAGO, Illinois
UNITED STATES, 60602
SUITE 1526
CHICAGO, Illinois
UNITED STATES, 60602
Margarita Perez Contact Information
Phone Number: 312-621-6111
Fax Number: 312-621-6112
Website: http://www.fortalezaasset.com
Fax Number: 312-621-6112
Website: http://www.fortalezaasset.com
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