This Famed Moat Investor Outlines The Long Case For NintendoMichelle Jones
Dorsey Asset Management's Global Moat Composite declined 15.7% net during the fourth quarter, underperforming the MSCI All-Country World Index's 12.8% decline. For the full year, the Composite was up 4.6% net, while the MSCI ACWI declined 9.4%.
In his letter dated Feb. 6, which was reviewed by ValueWalk, founder Pat Dorsey said they added one new position and sold two others during Q4.
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email email@example.com or click chat.