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Fortuna Investors, LLC

 

 

 

Strategy: Fortuna is a boutique portfolio manager that aims to provide better returns with less risk than conventional investment managers. We practice systematic tactical asset allocation, a field where academic research and empirical testing are used to design portfolios that offer the highest possible returns per unit of risk.

 

Systematic tactical asset allocation is known for strong full-cycle returns with low drawdowns, but such all-weather portfolios lag equities during bull markets. We manage a unique combination of three independent tactical sub-models, including an allocation to the very highest momentum US equities when conditions warrant. The resulting portfolio correlates moderately with equities during uptrends, and offers the potential for crisis alpha during panics. The strategy is available in three risk levels with no leverage, and can be leveraged to any desired volatility level.

 

Account Structure: Clients maintain separately managed accounts in their own custody.

 

Managing Partners: Michael J. Ritger and Vedant K. Mimani.

 

Website

 

Offices: Jupiter & Miami Beach, Florida.

 

Contacts: Michael J. Ritger (Jupiter, FL) at 646.538.1949 or or mjr@fortunainvestors.com.

 

 

 

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For more detailed information, please contact one of the following individuals:

 

William J. Ritger at 561.891.1903 or writger@gmail.com

David Goodboy at 561.349.7300 or dave@pbhfa.org

 

 

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This Profile is intended for discussion purposes only; the only definitive source of information regarding this offering is the Company offering documents. This Profile is not a solicitation to buy or sell any security, and must not be relied upon for financial, legal, tax, or any other professional advice. Investor prospects should also carefully research and consider the risks inherent in this investment. The information in this Profile is applicable only as of the date of this Profile and is subject to change without prior notice. Past performance is not indicative of future results. The editor of this Profile is a Managing Member of TickerBuzz. This Company has not paid any fee for this Profile. The editor of this Profile is the trustee for a family trust, a portion of which is managed by this Company, and one of the managing partners of this Company is the son of the editor of this Profile. Neither PBHFA nor TickerBuzz take any compensation relating to the success of any securities offering. October 29, 2020.

 

 

 

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