Fortaleza Asset Management, Inc. is a Chicago based Investment Advisory firm that was founded in 1990, by Margarita Perez.
The name “Fortaleza” is Spanish for fortitude, courage & fortress.
We are primarily employee owned and offer U.S. Equity investment strategies to Institutional clients.
Our Philosophy: We believe that strong fundamental research combined with a strict screening process can lead to successful stock selection. We also believe that above-average growth in revenues and earnings will drive the value of a security over time.
Our Mission: Fortaleza Asset Management, Inc. focuses on creating high quality growth equity portfolios that produce consistent, positive alpha over the long-term.