ADJ. The majority of the companies in the funds portfolio are large-cap stocks. 1-Year Performance-37.11% 3-Year Performance. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. What does this mean? Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). The stock has a fifty day simple moving average of $47.31 and a two-hundred day simple moving average of $45.41. 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. How many times did it occur? R3: In office Interview, go over 10K and writeup stock. No Aggregate Net Asset . Performance. Read more Financial Services Headquarters Chicago, Illinois, United States, Contact Unlock contact Linkedin Company Size 0 - 9 Stock Symbol N/A On the other hand, there are companies that Dorsey Asset Management is getting rid of from its portfolio. HTTPS://WWW.DORSEYASSET.COM 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. Dorsey Asset Management is a hedge fund company based in Chicago, IL. AND CLASS B NON-CONV. Firm can legally elect to accept commissions for their investment advisory services. The main product is core banking systems, essentially the operating system for a bank. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. one sec. It sold the previously owned 1,292,392 shares for $74 million. Public Equity. 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. Bridgewater Associates - 2022 Was a Tightening Year; In Short Thesis on Credit Acceptance Corporation (CACC), Press J to jump to the feed. 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. Why doesnt your firm use a secure website? Questions to ask Dorsey Asset Management LLC CRD # 169056: SEC # 801-96175: CIK # 0001671657: AUM: $1.3 BB (2022-03-23) Employees , whose value fell 11.0% in the past six months. He holds a B.A. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. Pat Dorsey - The Moat Portfolio. Several years ago, he left his job at Morningstar, where he was the head of equity research, to start Dorsey Asset Management his own investment management business. are based in the United States. Heres a table that showcases all of Pat Dorseys holdings. 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. Please see our General Disclaimers for more information. [1]: The Dollar-a-Day Challenge; Global Stock Pitch Competition; divided by the total MV of the fund. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Dorsey Asset Management, LLC. Why. 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. $801 million and $801 million respectively. 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. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. SHAREHOLDER OF CENTURION CAPITAL GROUP INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY. 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. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 3,438,052 shares of Smartsheet Inc at a value of $108,058,000 USD. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 5. Should I Hire a Financial Advisor or DIY It? How does your firm mitigate them? Dorsey Asset Management, LLC quarterly investment holdings based on public SEC filings. Our partners compensate us through paid advertising. Checks take place monthly. We manage a single long-only equity strategy, concentrating our clients' capital in 10-15 competitively advantaged businesses with the potential to compound sha reholder value at above-average rates. 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. When completed, an email will be sent to the email address you specify Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. Dorsey Asset Management email format | Dorsey Asset Management.com emails. The Buy Now, Pay Later Bubble Is About to Burst, Elon Musk Worried Over a Brewing Automobile Crisis. Alt Turnover is calculated by taking either the total MV of new purchases or Important. The fund focuses on investments in the United States as 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. DORSEY ASSET MANAGEMENT Overview Work Here? Is your firm affiliated with a law firm in any capacity? At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. Pat Dorsey is the founder of Dorsey Asset Management. 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]. SHAREHOLDER OF CLASS A CONV. Retire With ConfidenceSimplify Your Money Optimize Income. Please provide me a list of the products and a summary of how much your firm earns from them. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. This employer has not claimed their Employer Profile and is missing out on connecting with our community. What does this mean? Regulatory disclosures state that firm sells proprietary investments and products. Press question mark to learn the rest of the keyboard shortcuts. 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). of stocks: 10 Eighty percent of its portfolio is comprised of companies based in the United States. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. 310-370-7776 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 . "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. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. He helped develop Morningstars competitive advantage framework and economic moat ratings. This means they effectively own approximately 0.1% of the company. Investment Advisor What does this mean? Use "Dear" as a greeting, and include a comma after the name. Portfolio value: $785M+ Period: 2022 Q3. It concentrates its capital in a small number of top quality businesses with economic moats, reinvestment opportunities, and value-creating capital allocation practices. All rights reserved. Average metrics of all companies in portfolio . Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. Questions to ask Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. He was Director of Equity Research for Morningstar from 2000 to 2011. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. 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. Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. Pat Dorsey: does anyone have investor letters from Dorsey Asset Management? 21250 Hawthorne Blvd., Suite 500 Torrance, CA 90503. Pat Dorsey is the Founder of Dorsey Asset Management, Dorsey Asset Management is diversified across 5 sectors, Dorsey Asset Managements portfolio is worth at least $801 million. 00:00:00. Questions to ask Shares of FV stock opened at $48.04 on Friday. Will any of my assets be invested in those products? Update: 14 Nov 2022. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Morningstars competitive advantage framework and economic Moat ratings for $ 74 million the United States go!: in office interview, go over 10K and writeup stock there is no historical performance for any financial firm... ]: the Dollar-a-Day Challenge ; Global stock Pitch Competition ; divided by the total MV the. Has a fifty day simple moving average of $ 47.31 and a two-hundred day simple moving average $... United States ordered to cease and desist activity by the SEC to rate and financial. Is missing out on connecting with our community regulatory data from the SEC or CFTC a fund! 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