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%.
Q4 hedge fund letters, conference, scoops etc
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.
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