Pat Dorsey

22% CAGR Returns For Dorsey Over Past Three Years Pat Explains Why We Ban Stock Charts [Letter]

Pat Dorsey has built a reputation for himself as a leading expert in the field of business moats. 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.

Q3 hedge fund letters, conference, scoops etc

Dorsey focuses on finding companies with broad moats, strong competitive advantages and good records of capital allocation. He invests with a concentrated portfolio that he believes embodies these ideas.

If you’re looking for more timely hedge fund insight, ValueWalk’s exclusive newsletter Hidden Value Stocks offers exclusive access to under-the-radar value hedge funds and their ideas. Click here to find out more and signup for a free no-obligation trial today.

The returns speak for themselves. Since inception (January 2014) the Dorsey Global Moat Composite Index has produced an annual return net of fees for investors of 12% vs. 7.7% for the MSCI All-Country World Index, according to Dorsey Asset Management's third-quarter letter to investors, a copy of which has been reviewed by ValueWalk. Year-to-date, the firm has produced a net return of 24% for its investors and 32.4% over the last 12 months and 22% CAGR over the past 3 years, and 12-15.4% CAGR since inception.

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible


Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required


Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up today and get three months free

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 9/130/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others

 

0