Cortina Asset Management, LLC

Cortina Asset Management, LLC is an investment management firm based out of Milwaukee, Wisconsin. The company was originally established in 2004 by a group of founding partners and has grown from its inception to now operate with 25 employees of which 11 are investment professionals. Cortina Asset Management conducts its research internally and externally, allocating its assets in the public equity markets on a global scale. The company utilizes a fundamental and quantitative methodology to make its investment decisions, focusing on the growth and value stocks of small to mid-cap companies. Cortina Asset Management invests most heavily in the information technology sector, which alone makes up over a quarter of the firm’s total asset allocations, and also invests in the health care, consumer discretionary, finance, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of just under 7 quarters, although it only holds its top 10 allocations an average of 3.6 quarters. Cortina Asset Management, in the most recent quarter, has had a turnover rate of approximately 29%. The company manages over $2.3 billion in total assets under management spread across 103 total accounts, all of which are discretionary accounts. Both of Cortina Asset Management’s total number of accounts and total assets under management have been increasing in recent years despite some volatility with its total assets under management growing significantly from under $1.2 billion back in 2010 to approaching twice that amount today. The company mainly caters to high net worth individuals and pension and profit sharing plans, each of which makes up over a quarter of its client bae, and also provides to a variety of other clientele. Cortina Asset Management currently offers its Small Cap Opportunity, Small Cap Growth, SMID Growth, and Small Cap Value strategies.