Dorsey Asset Management
Dorsey Asset Management is an asset management firm founded by Pat Dorsey. The firm manages an asset portfolio worth $801 million and invests across five sectors. In the past year, the company’s portfolio returned 12% net of fees. Its portfolio has experienced a 22% CAGR over the past three years.
Pat Dorsey is the Founder of Dorsey Asset Management
Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. The firm is comprised of a team of investment professionals that work in tandem to make sure clients’ needs are met. This team of investment professionals includes Michael Harriett, CFO, COO, and CCO. Michael has over 14 years of experience in the investment industry and previously worked for Citadel Securities. He holds a B.A. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. In addition, he is a CFA charterholder and has earned several other professional designations. In addition, Andrea Martyn serves as Operations Associate at Dorsey Asset Management. Andrea Martyn has more than 12 years of experience in administrative positions.
Pat Dorsey’s background is a rich one. He is a graduate of Northwestern University and Wesleyan University, and holds a Master’s degree in political science. He is a Chartered Financial Analyst (CFA). He also has experience in small business and social networking. His son, Kevin, works as a research analyst at Dorsey Asset Management.
Before opening his own firm, Pat Dorsey served as the Director of Equity Research at Morningstar. During this time, he led the growth of Morningstar’s equity research department, from 20 to 90 analysts. He helped develop Morningstar’s competitive advantage framework and economic moat ratings. He is the author of two books and a CFA charter.
Dorsey Asset Management is diversified across 5 sectors
Dorsey Asset Management, LLC is a Chicago-based asset manager that emphasizes competitive advantage, focusing on the value of moats in business. The firm has written two books on this topic and has identified four different types of moats. They also employ these strategies to help manage their client’s investments.
Dorsey Asset Management’s portfolio is worth at least $801 million
According to a regulatory filing, Dorsey Asset Management’s portfolio currently has a total value of at least $801 million. The firm focuses on investments in the United States. Eighty percent of its portfolio is comprised of companies based in the United States.