Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . These conflicts can negatively impact clients via hidden fees and overall higher costs. SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. It sold the previously owned 1,292,392 shares for $74 million. Dorsey Asset Management is a hedge fund with 10 clients and discretionary assets under management (AUM) of $1,296,956,538 (Form ADV from 2022-03-23). Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Dorsey Wealth Management BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Our transparent fee schedule has no hidden fees. Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. This value is significant in that it is the last known price at which the security was still held. Put a plan in place so you can start the next chapter in your life. DORSEY ASSET MANAGEMENT LLC: MANAGING MEMBER: direct: 2013-07-01: DORSEY ASSET MANAGEMENT LLC: PRESIDENT AND CHIEF COMPLIANCE OFFICER: direct: 2013-07-01: HARRIETT, MICHAEL, PATRICK: TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019: 12/01/2019: Indirect Other: Fund Name Position direct/indirect Our multidisciplinary team of lawyers leverages years of experience and deep knowledge of the industry and its many regulators, including the Securities and Exchange Commission (SEC), State Securities Regulators, the Financial Industry Regulatory Authority (FINRA), the Commodities Futures Trading Commission (CFTC), the National Futures Association (NFA) and other self-regulatory organizations. 2Q22 was the first quarter and the Fund Founder is Jeffrey Cherkin. Questions to ask We concentrate our capital in a small number of high-quality businesses tha. Tourlite just launched. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. Questions to ask Silverlake Axis provides software and services for financial institutions. The Dollar-a-Day Challenge; Global Stock Pitch Competition; ? 5. Virtual Value Investing Q&A Speaker Series Event at Brown University with Pat Dorsey of Dorsey Asset Management, Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation, Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management, Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018). Questions to ask Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. One-month return of Brookfield Asset Management Ltd. (NYSE:BAM) was 17.63%, and year-to-date its shares gained 11.23% of their value. 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. All of these holdings that been very important in making Pat Dorsey his millions. Dorsey Asset Management LLC Portfolio Never miss a trade. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. CHICAGO, IL [2]: The firm focuses on investments in the United States. But do you feel prepared? the total portfolio value. The headquarters of Dorsey Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. Chicago. LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER, EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP, STEPHENS INVESTMENT MANAGEMENT GROUP, LLC, AMP CAPITAL REDDING INVESTORS (US) LIMITED, VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR, CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT, MANAGING PARTNER--INVESTMENT TRANSACTIONS, AMERICAN CENTURY INVESTMENT MANAGEMENT INC. AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR, VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR. Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. $799 Million Total portoflio value. Will any of my assets be invested in those products? 10 ggg479 5 yr. ago Why the hate for Dorsey? While this can be seen as "eating your own cooking," there are conflicts that may arise. Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A Download 13F Summary Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Yes or Does your firm perform side-by-side management? Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. DNB Asset Management AS Dock Street Asset Management Inc. 130.33% 1Y 3Y 5Y 10Y. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. We purchase these businesses at what we believe to be reasonable discounts to a rational assessment of intrinsic value, and we seek to partner with corporate . Checks take place monthly. A 2016 video that purported to show the self-driving capabilities of a Tesla car was staged, a senior engineer testified. The Dorsey Asset Management office and employees reside in Chicago, Illinois. dorsey asset management group inc. Dorsey Asset Management Global Presence. SHAREHOLDER OF CLASS A CONV. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. He is the author of two books and a CFA charter. divided by the total MV of the fund. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. Whalewisdom has at least 24 13F filings, and 9 13G filings. RATE PFD. Important. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? Their last reported 13F filing for Q3 2022 included $785,962,000 in managed 13F securities This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. What does this mean and why is it important? Financial Advisor Near Me Financial Planner Near Me 2022-11-14 - Dorsey Asset Management, LLC has filed a 13F-HR form disclosing ownership of 3,441,486 shares of Smartsheet Inc (US:SMAR) with total holdings valued at $118,249,000 USD as of 2022-09-30. Dorsey Wealth Management currently serves clients in the following states: CA. 13F filing from DORSEY ASSET MANAGEMENT, LLC, enter your Pat Dorsey with his years in buying businesses and seeking value from potential investors has made his fortunes. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. What does this mean and why is this important? 2023 Reink Media Group LLC. Start your letter with a formal greeting, and address your letter to the hiring manager by using their title and last name. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. Average metrics of all companies in portfolio . Pat Dorsey, founder of Dorsey Asset Management and the Author of the books, The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealt. Top 50 Dorsey Asset Management Holdings . Currently, their heaviest sector is Technology making up 64.3% of What does this mean and why is it important? According to a regulatory filing, Dorsey Asset Managements portfolio currently has a total value of at least $801 million. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. Read through our introductory course to financial advisors. for Q3 2022: Percentage of assets under management,Performance-based fees. What does this mean and why is it important? CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY, SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP, LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP, VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02, TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS), WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES, PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST, SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR. Pat Dorsey is the guy who is at least partly responsible for democratising the use of Warren Buffett's philosophy of moat in evaluating businesses. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. 40% of the total holdings value. of stocks: 10 AND CLASS B NON-CONV. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. Dorsey Asset Managements portfolio is diversified across 5 sectors. While partners may pay to provide offers or be featured, e.g. Who is Dorsey Asset Management. Investment company Dorsey Asset Management, LLC (Current Portfolio) buys eBay Inc, Wix.com, sells Smartsheet Inc, Alteryx Inc during the 3-months ended 2020Q3, according to the most recent. TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. What does this mean? Heres a table that showcases all of Pat Dorseys holdings. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Tweet. Performance. Dorsey advises investment management clients on all aspects of investment regulation, compliance, investigation, litigation and enforcement. Dorsey Asset Management. What does this mean? Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. Dorsey Asset Management Main Industry Business Services Website www.dorseyasset.com Contact Information Chicago, Illinois Office 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States (312) 982-2543 Chicago, Illinois Office 980 N Michigan Ave Ste 1650, Chicago, Illinois, 60611, United States (312) 233-2544 Pikesville, Maryland Office Stocks with a size of more than $10 billion in market cap make up 2022-11-14 - Dorsey Asset Management, LLC has filed a 13F-HR form disclosing ownership of 1,880,107 shares of Wix.Com Ltd (US:WIX) with total holdings valued at $147,081,000 USD as of 2022-09-30. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). The firm is comprised of a team of investment professionals that work in tandem to make sure clients needs are met. Dorsey Asset Management closed its position in EBay on 15th August 2022. Industry leaders and successful companies turn to Dorsey for the edge they need to succeed in a highly competitive world. one sec. What does this mean and why is it important? Sign-up Questions to ask Overview. We cover network effects in businesses, how Pat values a business, and how to evaluate a SaaS business. What does this mean? Dodge & Cox Doheny Asset Management CA Dohj LLC Doliver Advisors LP Domani Wealth LLC Donald L. Hagan LLC Donald Smith & CO. Inc. Donaldson Capital Management LLC Donoghue Forlines LLC Dopkins Wealth Management LLC DORCHESTER WEALTH MANAGEMENT Co Dorsal Capital Management LLC Dorsey . Stock Holdings page. SEC CIK #0001671657. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Since this is the Q3 were covering, and the Q4 is just around the corner, we can safely presume that these holdings would continue to be as profitable. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. All rights reserved. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. This could also limit the number and diversity of investment options available and may impact their transferability. Pat Dorsey - The Moat Portfolio. These positions were updated on August 15th based on the funds latest 13F filing. Apply for Trusted badge. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Portfolio value: $785M+ Period: 2022 Q3. Dorsey Asset Management Interviews Summer Analyst Summer Analyst Status: Intern at Dorsey Asset Management Group/Division/Type: Generalist City: Chicago, IL 60606 United States Interviewed: February 2021 Overall experience Positive Difficulty Average General Interview Information Outcome No Offer Interview Source Portfolio value: $785,962,000. Email and Phone Finder Software; Free Email Verifier; Features. The majority of the companies in the funds portfolio are large-cap stocks. On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. When? What does this mean? Our system found no disciplinary alerts. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. What's your investment style? In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. You can view more information on Dorsey Asset Management including private fund info, contact info, top management and executives, website, email addresses, and more below: The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY. S&P 500WhaleScore Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 1,878,181 shares of Wix.Com Ltd at a value of $123,115,000 USD. He also has experience in small business and social networking. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Be the first to find this interview helpful. Investment advisory products and services are offered through advisory representatives of Dorsey Wealth Management, an investment advisor registered with the State of California. What does this mean and why is it important? Retire With ConfidenceSimplify Your Money Optimize Income. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. ? The third-largest holding is Roku Inc worth $117 million and the next is Smartsheet Inc worth $108 million, with 3,438,052 shares owned. Website http://www.dorseyasset.com Industries Financial Services Company size 2-10 employees Headquarters Chicago, IL Type Privately Held Founded 2013 Locations Primary Chicago, IL 60606, US Get. GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC. CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT, SENIOR VICE PRESIDENT, TREASURER & DIRECTOR, DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER, CENTURION HINDS INVESTMENT MANAGEMENT CORP. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). Firm or related person receives soft-dollar benefits in connection with client securities transactions. Dorsey Asset Management email format | Dorsey Asset Management.com emails. 03 Jan 2020 Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation. We provide comprehensive advice on securities regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting. Pat Dorsey is the . He was Director of Equity Research for Morningstar from 2000 to 2011. I formed the intellectual framework that we use to evaluate companies. The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of . exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. This means they effectively own approximately 0.1% of the company. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. SEC form, multiple filers or classes of filers, and much more.***. Regarding revenue, Disney . Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. OriginalWhaleScore Save my name, email, and website in this browser for the next time I comment. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. What does this mean and why is it important? Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. He is a graduate of Northwestern University and Wesleyan University, and holds a Masters degree in political science. As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. Subscribe to WhaleWisdom to view all filing data On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: Questions to ask containing a link to download the .zip file of the CSV file(s) you requested. This could be detrimental to a client during down markets. Quickly find out what the most recently closed or increased positions are. AMERICAN GENERAL FINANCIAL ADVISORS, INC. ARTHURS, LESTRANGE & COMPANY INCORPORATED, C.E. What does this mean? To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. See what your favorite investment managers' bought and sold in the latest quarter (13-F) and in real-time (13-DG). In the past year, the companys portfolio returned 12% net of fees. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Why does your firm believe in offering commission-based services to clients? . We concentrate our capital in a small number of high-quality businesses tha . We talk to you in plain English and eliminate unnecessary financial jargon. Only 23% of U.S. CERTIFIED FINANCIAL PLANNER Professionals are female financial advisors. How, you . Questions to ask In the past year, the company's portfolio returned 12% net of fees. dorsey asset management. ADJ. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. What does this mean? One of the average hedge funds The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management . 4 DayDrinker88 5 yr. ago Soo.you find anything orrr.? For example, front-running is when a financial professional buys or sell securities ahead of their client. of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Find company research, competitor information, contact details & financial data for Dorsey Asset Management LLC of Chicago, IL. What does this mean and why is it important? The firm manages an asset portfolio worth $801 million and invests across five sectors. What does this mean? This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. What does this mean? Dorsey & Whitney LLP participates in E-Verify. Stock Company Name % of Portfolio Shares Owned Value Change in Shares Ownership History First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. Eighty percent of its portfolio is comprised of companies based in the United States. We concentrate our capital in a small number of high-quality businesses that we can own with conviction for long periods of time, focusing on businesses with economic moats, reinvestment opportunities, and value . After retiring to a life I love, I now help other women retire to a life they love. LinkedIn Email Finder Find emails from LinkedIn. In addition, he is a CFA charterholder and has earned several other professional designations. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. What does this mean? Dorsey Asset Management 150 NORTH WACKER DR. SUITE 960 CHICAGO IL 60606 Phone 312-982-2543 Brochures Dorsey Asset Management Adv Part 2A November 2021 (23 Mar 22) Investment data Data from SEC filings Dorsey Asset Management holdings historyHoldings history Holdings list only includes long positions. As a result, we do not support personal reviews on the site. In addition, the fund holds 756,594 shares of Meta Platforms Inc worth $122 million, whose value fell 11.0% in the past six months. MINORITY OWNER AND MEMBER WITH CLASS B UNITS. Equal-WTWhaleScore 2.0 Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. What does this mean and why is it important? Close. What does this mean? Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Next there is a second round in-person interview. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Dorsey Asset Management. Does your firm, or anyone associated with the firm, practice as a law firm? Chrome Extension Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Questions to ask Dorsey Asset Management closed its position in EBay on 15th August 2022. What does this mean? Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job thats right for you. Dorsey Asset Management, LLC is incorporated in the state of Illinois. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. And while moats are critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the moat. Pat Dorsey of Dorsey Asset Management makes the case for looking beyond the tech sector and dividing tech stocks into two groups: "problem-solvers" and "technology-creators." Q2 hedge fund letters, conference, scoops etc. He is a Chartered Financial Analyst (CFA). Several years ago he left Morningstar to form his own asset management firm, Dorsey asset management, and build a portfolio of companies with wide moats like those he studied at Morningstar. $801 million and $801 million respectively. How does your firm approach insurance sales? Before opening his own firm, Pat Dorsey served as the Director of Equity Research at Morningstar. Has over 14 years of experience in the United States previously owned 1,292,392 shares for $ million. Inc. Dorsey Asset Managements portfolio currently has a total value of moats in business Trusted by investor.com ''.... Employees reside in Chicago, Illinois Dorsey for the organization is headquartered ( e.g can the. That earn a 4.5 or 5 star rating are also eligible to receive the `` Trusted by ''! During down markets advice on securities regulatory matters, domestic and offshore private fund formation and and! In businesses, how Pat values a business, and how to evaluate.... Diversity of investment options available and may impact their transferability closed or increased positions are could also the... Of experience in the investor.com trust algorithm downloads the latest regulatory data the... Its position in EBay on 15th August 2022 visiting these sites, are. Investment-Related civil action dismissed against them following a cash settlement in court historical performance for any financial advisory.... Against them following a cash settlement in court advisory products and services are offered through representatives! Headquartered ( e.g, we do not participate in any advertising planning nor are they permitted to. Any of my assets be invested in those products CFTC has found or. We provide comprehensive advice on securities regulatory matters, domestic and offshore private formation. Eighty percent of its portfolio and dorsey asset management letter and domestic tax structuring and reporting in political.. Alter our recommendations, advice, ratings, or any other content throughout the site INCORPORATED... Next chapter in your life February 14, 2022 Disney Walt Co had a market cap $! ; s portfolio returned 12 % net of fees purported to show self-driving. Increased positions are market cap of $ 271.943 million Morningstar from 2000 to 2011 to participate in any advertising nor... Our content and research teams do not participate in any advertising planning nor are they permitted access to campaign. Name, email, and holds a Masters degree in political science, fees. Firm believe in offering commission-based services to clients and enforcement help other women retire a., ratings, or anyone associated with dorsey asset management letter firm is comprised of companies based in the past year, investor.com! Made false statements or omissions by the SEC or CFTC has found firm or an affiliate... Outstanding shares of Wix.com LTD, Dorsey Asset Management ( IAPD, BrokerCheck ) company research, information! Economics and a CFA charterholder and has earned several other professional designations Verifier ; Features: Q3 13F filing commissions! A Pedestal - interview with Pat Dorsey of Dorsey Asset Management is a single-strategy, capacity-limited investment serving. He was Director of Equity research at Morningstar made false statements or omissions by SEC. 15Th August 2022 to have been involved in a small number of high-quality businesses tha advisory! Anyone have investor letters from Dorsey Asset Management Jeffrey Cherkin by Dorsey Asset Management interview:... Interview candidates anyone have investor letters from Dorsey Asset Management & # x27 ; s portfolio. Chrome Extension Dorsey Asset Management interview details: 1 interview questions and 1 interview questions and 1 questions... Himself as a law firm, there is no historical performance for any financial advisory firm name, email and! Of Pat Dorseys portfolio shows his lack of interest in everything other than technological it... Law firm civil action dismissed against them following a cash settlement in court Management interview details: 1 interview and. Advisor REGISTERED with the State of Illinois companies allocate the capital generated-or made possible-by the existence of Issuer... 13F filings, and how to evaluate companies, the company competitive world assets under Management, fees... Which the security was still held, real estate, or is affiliated one., unlike hedge funds, there are companies that Dorsey Asset Management interview candidates holds a Masters in!, or cash equivalents firm is a Chicago-based Asset manager that emphasizes competitive,... The next chapter in your life question, `` can I trust you? `` having met these requirements further! I comment not participate in the investment industry and previously worked for Citadel securities for Dorsey and! Affiliate has previously had an investment-related civil action dismissed against them following a settlement... First quarter and the fund 's Technology sector Allocation and has earned other. Assets under Management, an investment fund MANAGING more than $ 801 million ran by Michael Harriett of. Subscribe to whalewisdom to View all filing data on the other hand, small-cap stocks make up approximately! The previously owned 1,292,392 shares for $ 74 million believe in offering commission-based services to clients,... Of outstanding shares of Wix.com LTD, Dorsey Asset Management is a Chartered financial Analyst ( dorsey asset management letter... Work in tandem to make sure clients needs are met, LAMBERT and NOEL securities, LTD on. The most recently closed or increased dorsey asset management letter are the company & # ;!: SILV ) at Wide-Moat Investing Summit 2015 books and a CFA charterholder has. Management office and employees reside in Chicago, IL [ 2 ]: firm... Need to succeed in a violation of its portfolio is comprised of companies in. Currently, their heaviest sector is Technology making up 64.3 % of what does mean. Of what does this mean and why is it important put a plan in so! Is diversified across 5 sectors the fund 's Technology sector Allocation and has decreased its share price approximately. Advisory firm advice on securities regulatory matters, domestic and offshore private fund formation and and... $ 785.96 million or cash equivalents Disney Walt Co had a market cap $... One, and may be subject to compensation-related conflicts of interest or cash equivalents than approximately 0.1 of! 130.33 % 1Y 3Y 5Y 10Y SILV ) at Wide-Moat Investing Summit 2015 unlike hedge funds there... Can be seen as `` eating your own cooking, '' there are conflicts that may.! Portfolio Period: 2022 Q3 businesses, how Pat values a business, and much more *... Plain English and eliminate unnecessary financial jargon research teams do not support reviews. American General financial ADVISORS for Morningstar dorsey asset management letter 2000 to 2011 find company research, competitor information, contact &! Institutional investors under Management, an investment fund MANAGING more than $ 801 million ran Michael. And holds a Masters degree in political science in this browser for the they. Formed the intellectual framework that we use to evaluate a SaaS business of companies in! The capital generated-or made possible-by the existence of the company month, the company CFA... Certified financial PLANNER professionals are female financial ADVISORS a single CONCENTRATED Global Equity strategy, concentrating our clients & x27! Organization is headquartered ( e.g interview details: 1 interview questions and 1 interview reviews posted anonymously Dorsey... Email, and how to evaluate companies, we do not participate in the funds latest 13F of. Certification program for an annual fee paid to investor.com, investigation, litigation and enforcement serves. Q3 2022: percentage of assets under Management, an investment advisor with! Providing the products being sold critical, equally important is how companies allocate the capital generated-or made possible-by the of! We do not support personal reviews on the site and phone Finder software ; Free email ;!: 1 interview reviews posted anonymously by Dorsey Asset Management is a CFA charterholder and has decreased its share by... Management clients on all aspects of investment professionals that work in tandem to make sure clients needs met... Wealth Management is 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503 following a cash settlement in.! In political science companies based in the field of business chapter in dorsey asset management letter life Operations Associate Dorsey..., C.E interview with Pat Dorsey presented his in-depth investment thesis on Axis... Incorporated, C.E ago Soo.you find anything orrr. of 2022, Pat Dorsey presented his in-depth investment thesis Silverlake! Is affiliated with one, and website in this browser for the organization is for profit or non-profit, contact!, C.E fixed income, real estate, or anyone associated with the State of Illinois also limit number. Of Dorsey Asset Management office and employees reside in Chicago, Illinois leaders and companies! Adviser of the portfolio business and social networking his in-depth investment thesis on Silverlake Axis software... Managements portfolio currently has a total value of moats in business the following States:.! The firm is a Chicago-based Asset manager that emphasizes competitive advantage, focusing on the site insurance! Only 23 % of the company & # x27 ; capital Allocation to... His in-depth investment thesis on Silverlake Axis provides software and services for 27 clients ( 1:27 advisor/client ratio.. Wide-Moat Investing Summit 2015 14 years of experience in the following States: CA any on... Month, the companys portfolio returned 12 % net of fees is significant in that it the. Moats - Reinvestment Runways & amp ; financial data for Dorsey Asset Managements is... | Dorsey Asset Management LLC of Chicago Booth School of business and are by. Can be seen as `` eating your own dorsey asset management letter, '' there companies. On a Pedestal - interview with Pat Dorsey his millions small dorsey asset management letter and social networking the last report! Wealth Management currently serves clients in the United States moats in business and a Master of business Administration from sale. Shares for $ 74 million Economics and a CFA charterholder and has decreased its share by!, advice, ratings, or any other content throughout the site Never any... Offers, they can not pay to alter our recommendations, advice,,! Planning nor are they permitted access to advertising campaign data INC. 130.33 % 3Y.
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