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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2015
- Office Locations
- 1
Office Locations
About Fortunato Asset Management
Fortunato Asset Management manages separate-account portfolios built from bottom-up fundamental equity research, with disciplined allocation and concentrated “best ideas” positioning. Strategies are long-term, value-driven and flexible across market caps and global markets, with risk management that can raise cash/cash equivalents based on a proprietary valuation formula. The firm emphasizes alignment via meaningful personal co-investment and a low-cost fee model, including performance-based fees for qualified clients (6% annual hurdle).
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Owner & Executives
SIDNEY DEWITT DAVIS III
Chief Investment Officer, Managing Member
- CRD
- #6354408
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,801,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,801,670 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,801,670
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,242,797,896 | 51.3% |
| U.S. Government/Agency | $1,179,810,088 | 48.7% |
| Total | $2,422,607,984 | 100.0% |