Profile
Mr. Patrick W.
Dorsey, CFA, is a Founder at Dorsey Asset Management LLC.
Prior to starting Dorsey Asset, Mr. Dorsey was Director of Research for Sanibel Captiva Trust, an independent trust company serving high-net-worth clients.
From 2000 to 2011, he was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 20 to 90 analysts.
He was instrumental in the development of Morningstar’s economic moat ratings, as well as the methodology behind Morningstar’s framework for analyzing competitive advantage.
He received his Bachelor's degree in government from Wesleyan University and a Master’s degree in Political Science from Northwestern University.
Pat Dorsey active positions
| Companies | Position | Start |
|---|---|---|
Dorsey Asset Management LLC
Dorsey Asset Management LLC Investment ManagersFinance DAM manages a single concentrated global equity strategy. The firm’s investment universe is limited to businesses with sustainable competitive advantages, or “economic moats.” They are geographically agnostic, and do not target a pre-defined regional exposure. | Chief Executive Officer | 31/07/2013 |
Former positions of Pat Dorsey
| Companies | Position | End |
|---|---|---|
Sanibel Captiva Investment Advisers, Inc.
Sanibel Captiva Investment Advisers, Inc. Investment ManagersFinance Provides investment advice | President | - |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Sanibel Captiva Trust Co.
Sanibel Captiva Trust Co. Investment ManagersFinance Provides investment advice | Chief Tech/Sci/R&D Officer | - |
Training of Pat Dorsey
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wesleyan University
Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
Sanibel Captiva Trust Co.
Sanibel Captiva Trust Co. Investment ManagersFinance Provides investment advice | Finance |
Sanibel Captiva Investment Advisers, Inc.
Sanibel Captiva Investment Advisers, Inc. Investment ManagersFinance Provides investment advice | Finance |
Dorsey Asset Management LLC
Dorsey Asset Management LLC Investment ManagersFinance DAM manages a single concentrated global equity strategy. The firm’s investment universe is limited to businesses with sustainable competitive advantages, or “economic moats.” They are geographically agnostic, and do not target a pre-defined regional exposure. | Finance |
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