Pat Dorsey
Dorsey Asset Management
Value
1.2B
Stocks
10 Stocks (1 new)
Turnover
8.35%
CIK
1671657
Top Holdings
ASML(17.89%) DHR(16.47%) AER(15.18%) META(9.21%) BKNG(7.60%)
About Investor
Established investor leading Dorsey Asset Management, with expertise in competitive advantage analysis and moat investing. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in competitive advantage analysis and moat investing through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Pat Dorsey Letters
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