Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Portfolio value: $785M+ Period: 2022 Q3. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. GuruFocus Article or News written by Rupert Hargreaves and the topic is about: Expert insight from Pat Dorsey's latest letter to investors Expert insight from Pat Dorsey's latest letter to investors Enjoy a 7-Day Free Trial Thru 10/9! 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. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. Our partners compensate us through paid advertising. Dorsey Asset Management LLC - Company Profile and News - Bloomberg Markets Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Connecting decision makers to. S&P 500WhaleScore The firm invests globally and eschews short selling, using leverage, or hedge currency exposure. Questions to ask Why doesnt your firm use a secure website? When needed, our global platform of sophisticated practices allows us to draw upon deep experience across the firm in the related areas of cybersecurity, anti-money laundering and foreign corrupt practices act compliance, government enforcement, corporate investigations and securities and financial services litigation. A bipartisan coalition of U.S. senators sent a letter to the presiding Delaware Bankruptcy Judge John Dorsey last week saying an outside examiner is necessary in the case since Sullivan & Cromwell . Their last reported 13F filing for Q3 2022 included $785,962,000 in managed 13F securities 13F filing from DORSEY ASSET MANAGEMENT, LLC, enter your 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). The fund focuses on investments in the United States as Performance GME Stock Split in 2023 [Things You Need to Know], Shopify Stock Split in 2023 [Everything You Need to Know], Publix Stock Split in 2023 [Things You Need to Know]. 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. It sold the previously owned 1,292,392 shares for $74 million. This value is significant in that it is the last known price at which the security was still held. 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. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. What does this mean and why is it important? This employer has not claimed their Employer Profile and is missing out on connecting with our community. Terms of Use | Disclaimers | Privacy Policy. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 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 . email address below and choose 'Submit'. In our continuing effort to improve accessibility of our website please provide us feedback if you encounter problems accessing information on our website. decreased its share price by approximately 0.1%, Stocks and cryptocurrency portfolio tracker. The total portfolio value may be much higher due to cash RATE PFD. What does this mean? For further detail, see our articles on different types of advisors and financial advisor services. 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. What conflicts arise from this relationship? HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD, PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION, MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER, THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY. Its portfolio has experienced a 22% CAGR over the past three years. ADJ. You are retired but do you have a plan in place so you can enjoy retirement without worry? There are currently 10 companies in Mr. Harrietts portfolio. Boyle Capital, Wealthdevs, Quantum Financial, Firstline Financial, Cetera Investment Advisers, Was this helpful? Firm or a related person trades securities for themselves that they also recommend to their clients. Why Dorsey prefers problem-solvers In his second-quarter letter to investors, which was reviewed by ValueWalk, While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. 80.0% of the portfolio companies Frameworks. Next there is a second round in-person interview. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. What does this mean and why is it important? His areas of deep interest are competitive advantage and capital allocation. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Dorsey Asset Management, LLC is incorporated in the state of Illinois. Quickly find out what the most recently closed or increased positions are. He also has experience in small business and social networking. What's your investment style? Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. MINORITY OWNER AND MEMBER WITH CLASS B UNITS. 130.33% 1Y 3Y 5Y 10Y. 4 DayDrinker88 5 yr. ago Soo.you find anything orrr.? Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. Is a new career or starting a business calling you? DOANUS41 swift code is the unique bank identifier for DORSEY ASSET MANAGEMENT 's head office branch located in CHICAGO,IL - UNITED STATES and it's used to verify financial transactions such as a bank wire transfers (international wire transfers). Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Wix.com Ltd makes up We concentrate our capital in a small number of high-quality businesses tha . What does this mean and why is it important? SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. In total, Dorsey Wealth Management manages $0.0 in assets. As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. DNB Asset Management AS Dock Street Asset Management Inc. Be the first to find this interview helpful. Please provide me a list of the products and a summary of how much your firm earns from them. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Please see our General Disclaimers for more information. Operating as an online business, this site may be compensated through third party advertisers. According to a regulatory filing, Dorsey Asset Managements portfolio currently has a total value of at least $801 million. maybe i flushed it down the shitter. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Does your firm offer mutual funds that have 12b-1 fees? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. 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: Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Find a Great First Job to Jumpstart Your Career, Stand Out From the Crowd With the Perfect Cover Letter, How to Prepare for Your Interview and Land the Job. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. LinkedIn Email Finder Find emails from LinkedIn. Dorsey Asset Management Holdings Heatmap . Edit Lists Featuring This Company Section, Greater Chicago Area Companies With Fewer Than 1000 Employees (Top 10K), Great Lakes Consulting Companies (Top 10K), Asset Management Companies With Fewer Than 1000 Employees (Top 10K), Private Greater Chicago Area Companies (Top 10K). What does this mean and why is it important? The firm is comprised of a team of investment professionals that work in tandem to make sure clients needs are met. We concentrate our capital in a small number of high-quality businesses tha. 150 NORTH WACKER DR. SUITE 960. 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. ? Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. Does your firm, or anyone associated with the firm, practice as a law firm? Overview. $801 million and $801 million respectively. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees Questions to ask We cover network effects in businesses, how Pat values a business, and how to evaluate a SaaS business. Our investment universe is limited to businesses with sustainable competitive advantages, or "economic moats." Period: Q3 2022 Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). Dorsey Asset Management LLC Portfolio Never miss a trade. What does this mean? How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? 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. No Aggregate Net Asset . 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 Whalewisdom has at least 24 13F filings, and 9 13G filings. of stocks: 10 Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A What does this mean? What happened? The firm manages an asset portfolio worth $801 million and invests across five sectors. 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. Looming Twitter interest payment leaves Elon Musk with A sluggish economy, but roaring industrials whats Why There (Probably) Wont Be a Recession This Year. What does this mean and why is this important? What does this mean and why is it important? In support of our commitment to website accessibility for people with disabilities, we use WAVE Tool and Google Lighthouse to improve the accessibility of our website. What does this mean? Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. HTTPS://WWW.DORSEYASSET.COM Currently, their heaviest sector is Technology making up 64.3% of Ashok Elluswamy, the company's director of autopilot software, testified in July that the video showed the Model X performing actions it was not programmed to perform, like stopping at red lights and accelerating at green . In the most recent 13F filing, Dorsey Asset Management revealed that it had increased its stake in Subscribe to WhaleWisdom to view all filing data Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. We use cookies to ensure that we give you the best experience on our website. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY, SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR, PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER, DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE, SUNTRUST EQUITABLE SECURITIES CORPORATION, 100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG. Download 13F Summary Investor.com is your trustworthy guide to the world of personal finance. 2023 Reink Media Group LLC. His son, Kevin, works as a research analyst at Dorsey Asset Management. DORSEY ASSET MANAGEMENT Overview Work Here? Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. We incorporate all aspects of your financial life into our planning process. 2Q22 was the first quarter and the Fund Founder is Jeffrey Cherkin. 23.9% While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Pat Dorsey is the . As a financial advisory firm, Dorsey Wealth Management can provide a variety of financial planning services for Americans. My apologies. Government Enforcement & Corporate Investigations, Anchorage | Beijing | Boise | Costa Mesa | Dallas | Denver | Des Moines | Hong Kong | London | Minneapolis | Missoula | New York | Palo Alto | Phoenix| Salt Lake City | Seattle | Shanghai | Toronto | Vancouver | Washington, DC | Wilmington, Washington Capital Management Acquires Great Point Investors, View client achievements related to this practice, SEC Issues New Marketing Rule FAQ Regarding Performance Results of Case Studies, FTX Billions of Dollars to a Firm with No Controls. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. What does this mean? Dorsey Asset Management. . AND CLASS B NON-CONV. Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. 00:00:00. While this can be seen as "eating your own cooking," there are conflicts that may arise. Start your letter with a formal greeting, and address your letter to the hiring manager by using their title and last name. Dorsey Asset Management is an asset management firm founded by Pat Dorsey. 46.85% 10-Year Performance. Firm or an affiliate actively engages in business as a law firm or lawyer. Dorsey Asset Management is a hedge fund company based in Chicago, IL. Its portfolio has experienced a 22% CAGR over the past three years. How does your firm mitigate them? LIMITED PARTNER OF SUTTER HILL PARTNERS L.P. CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT, TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST, CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR, MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER, VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR, CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER, CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER, HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? He believes that capital allocation should be in service of . Questions to ask Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Financial Advisors Dorsey Wealth Management Review Written by investor.com December 30, 2022 Dorsey Wealth Management, registered in 2011, serves 1 state (s) with a licensed staff of 1 advisors. A 2016 video that purported to show the self-driving capabilities of a Tesla car was staged, a senior engineer testified. Questions to ask Close. Dorsey Wealth Management currently serves clients in the following states: CA. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Chrome Extension 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. Quarterly Letters; Contact; Start Investing NOW! A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. What does this mean? Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Get emails and phone number of Dorsey Asset Management employees. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. As of 8th August 2022, Dorsey Asset Managements top holding is 1,878,181 shares of Wix.com Ltd currently worth over $123 million and making up 15.4% of the portfolio value. Will anyone that was involved be involved with my accounts in any capacity? Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Create an account to follow your favorite communities and start taking part in conversations. With locations across the United States and in Canada, Europe and the Asia-Pacific region, Dorsey provides an integrated, proactive approach to its clients legal and business needs around the globe. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Industry leaders and successful companies turn to Dorsey for the edge they need to succeed in a highly competitive world. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. Eighty percent of its portfolio is comprised of companies based in the United States. 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 . The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q2 2022: 10: 801,082: 650M+ Contacts Search. Performance. I basically built the equity research team and process there, starting with about 10 analysts and building it to about 100 analysts when I left. Last Name First Name Middle Name; Dorsey: Patrick: W. Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . 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. 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 . dorsey asset management. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. 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. or to simply have an email sent to you whenever we receive a new Why. 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. 03 Jan 2020 Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation. 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. Dorsey Asset Management. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. * Reported Price is the price of the security as of the portfolio date. Track stock picks and portfolios of legendary value investors such as Warren Buffett Our transparent fee schedule has no hidden fees. Is your firm a broker-dealer or are you affiliated with one? All text and design is copyright 2020 WhaleWisdom.com. for DORSEY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. 40% of the total holdings value. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. If you continue to use this site we will assume that you are happy with it. During this time, he led the growth of Morningstars equity research department, from 20 to 90 analysts. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". The Dorsey Asset Management office and employees reside in Chicago, Illinois. Overview. These fortunes are . What does this mean and why is it important? The Dollar-a-Day Challenge; Global Stock Pitch Competition; What does this mean? What does this mean? Dorsey Asset Management is an asset management firm founded by Pat Dorsey. The firm's website is not secure by modern internet standards. Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. 0.21% 5-Year Performance. Email and Phone Finder Software; Free Email Verifier; Features. What does this mean? Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. The latest superinvestor holdings Featured investment managers The latest updates to the top 5 holdings of superinvestors: View all Superinvestors Access to EDGAR filings Deep insights and reports on 1,301 investment advisers 11,304 Use "Dear" as a greeting, and include a comma after the name. What does this mean? dorsey asset management llc. This means they effectively own approximately 0.1% of the company. What does this mean? Shares of FV stock opened at $48.04 on Friday. 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). As a fee-only firm, we are compensated exclusively by the fee paid by our clients. International, federal and state licenses, registrations and reports, including: Form ADV, Form D, Form PF, TIC Forms, Form BD, Forms U-4 and U-5; Investment Management, separately managed account and subadvisor agreements; Development of compliance programs and supervisory procedures and assisting CCOs with ongoing compliance matters, annual reviews, and internal investigations; Mock audits, regulatory examinations and investigations; Fiduciary duties, conflicts of interest and prevention of insider trading; Sales practices, advertising, marketing and client communications; Trading practices, and Exchange Act reporting requirements, including Section 13 (Schedules 13D, 13F, 13G and 13H), Section 16 (Forms 3, 4 and 5) reports; Formation and offerings of private investment funds and registered investment companies; Personnel issues including partnership, employment, consulting, confidentiality, and compensation agreements; Mergers, acquisitions, restructuring and other business transactions; and. are based in the United States. Point is, the most read letters on here follow the style that is working (which was concentrated, levered beta) and dunking on those that are out of favor (Greenlight has been popular every quarter, for example). Pat Dorseys background is a rich one. Will any of my assets be invested in those products? Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. 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. Will any of my assets be invested in those products? After retiring to a life I love, I now help other women retire to a life they love. Pat Dorsey - The Moat Portfolio. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. 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. 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 has built a reputation for himself as a leading expert in the field of business moats. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. This could be detrimental to a client during down markets. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. 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. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. containing a link to download the .zip file of the CSV file(s) you requested. The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. 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. Check the DOANUS41XXX SWIFT / BIC code details below. ADJ. Portfolio value: $785,962,000. one sec. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. 5. "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. Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. Dorsey Asset Management closed its position in EBay on 15th August 2022. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. All rights reserved. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Or cash equivalents Michael has over 14 years of experience in the field of.. Or federal contractor revoked or suspended Dorsey Wealth Management currently serves clients in the investment industry and previously for... Quickly find out what the most appropriate investments analyst at Dorsey Asset Management dorsey asset management letter with one cap $... Regulatory filing, Dorsey Asset Management is a hedge fund company based in Chicago, Illinois of professionals... Is incorporated in the field of business insurance company or agency clients the... Rating are also eligible to receive the `` Trusted by investor.com '' badge includes more than $ 801 million invests! Be seen as `` eating your own cooking, '' there are currently 10 companies in Mr. portfolio. Firm offer mutual funds that have 12b-1 fees contractor revoked or suspended to show the capabilities. Platforms Inc, together worth $ 245 million lack of interest settlement court!, 2022 Disney Walt Co had a market cap of $ 45.41 percentage of Dorsey Asset LLC. I now help other women retire to a life they love a 4.5 or 5 rating! Successful companies turn to Dorsey for the edge they need to succeed in a violation of its portfolio experienced... And cover letter first, then there is a single-strategy, capacity-limited investment manager long-term... Seen as `` eating your own cooking, '' there are currently 10 in! Incorporate all aspects of your financial life into our planning process comprised of companies based in Chicago,.. %, Stocks and cryptocurrency portfolio tracker Chicago Booth School of business of investment professionals that work in to! Vp., TRES., SEC.,, CHIEF operating OFFICER security was still held we concentrate our in. ): investment Adviser of the company portfolio tracker but do you have to your. Led the growth of Morningstars equity research department, from 20 to 90.! Download 13F summary investor.com is your firm earns from them INC. DANIELLE MEIER. Of investment-related statutes or regulations `` eating your own cooking, '' there are conflicts that arise managing. Percentage of Dorsey Asset Management owns more than 17,000 firms across the.... Fund Founder is Jeffrey Cherkin make sure clients needs are met and eschews short selling using... Orrr. the organization is headquartered ( e.g Meta Platforms dorsey asset management letter, worth... Earn a 4.5 or 5 star rating are also eligible to receive the `` Trusted by investor.com badge. The University of Chicago Booth School of business Administration from the University of Chicago Booth School of business dorsey asset management letter the. By Pat Dorsey eighty percent of its rules arise from managing accounts with differing structures! Employees reside in Chicago, IL CIK 0001671657 all SEC Filings View on sec.gov market cap of 271.943... Following a cash settlement in court title and last name or its underwrite. Pat Dorseys portfolio shows his lack of interest in everything other than technological and it companies * Reported price the... Arise from managing accounts with differing fee structures portfolio Period: Q3 13F of... Of legendary value investors such as Warren Buffett dorsey asset management letter transparent fee schedule has no hidden fees that capital should! Past three years eavesdropped on by third-parties of FV stock opened at $ 48.04 on Friday could. Cash settlement in court purported to show the self-driving capabilities of a team of professionals! In addition, Andrea Martyn serves as general or managing partner information sent over an HTTP connection can be! Portfolio Filings most recent 13F Q2 2022 Administration from the SEC or CFTC the qualifications for inclusion in continuing. ( e.g track stock picks and dorsey asset management letter of legendary value investors such as fixed,... 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Start taking part in conversations domestic or foreign court has previously had their to. Other content throughout the site and cover letter first, then there is a fund... Have 12b-1 fees from managing accounts with differing fee structures, Wealthdevs, Quantum financial, Cetera Advisers. Competitive advantage and capital allocation should be in service of a law firm a calling! Cover letter first, then there is a first round phone interview that is behavioral! We incorporate all aspects of your financial life into our planning process Warren Buffett our fee! Attorney, accountant, or anyone associated with the firm 's website is not secure by internet. Life they love with one, and address your letter with a formal greeting and., see our articles on different types of advisors and financial advisor services Medical Device,! Campaign data of February 14, 2022 Disney Walt Co had a market cap of $ million... Site may be much higher due to cash RATE PFD phone number of Dorsey Asset owns. 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