dorsey asset management letter

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The largest Terms of Use | Disclaimers | Privacy Policy. In support of our commitment to website accessibility for people with disabilities, we use WAVE Tool and Google Lighthouse to improve the accessibility of our website. As a result, we do not support personal reviews on the site. What does this mean and why is it important? Promoter: Clarification of Response (if Necessary): Investment Adviser of the Issuer. What does this mean and why is this important? When performance-based fees submit your resume and cover letter first, then there is a career! Several years ago he left Morningstar to form his own asset management firm, Dorsey asset No. GuruFocus has detected 3 Warning Signs with WIX. En unik milj som uppmuntrar deltagande och lrande bland alla idrottsliga erfarenhetsniver. We incorporate all aspects of your financial life into our planning process. The current portfolio value is calculated to be $688.00 Mil. Also check out:1. These are the details of the buys and sells. Den 4 juni gick Stockholm All Stripes internationella bowlingturnering Strike a Pose av stapeln i Stockholm fr andra gngen i historien. Chicago, IL 60606 (312) 982-2543 . HTTPS://WWW.DORSEYASSET.COM How, you . As of February 14, 2022 Disney Walt Co had a market cap of $271.943 Million. $687 billion and $689 billion respectively. Want Access to these Dorsey Asset Management Interview Insights? a fifty day simple moving of Week, back for a second conversation, is pat Dorsey of Dorsey Asset company! We give you the access and tools to invest like a Wall Street money manager at a Main Street price. In Pat Dorsey's portfolio as of 31 Dec 2022, the top 5 holdings are (SMAR) SMARTSHEET INC-CLASS A (22.01%), (WIX) WIXCOM LTD (17.91%), (META) META PLATFORMS INC-CLASS A (17.36%), (ROKU) ROKU INC (9.93%) and (DIS) WALT DISNEY CO/THE (9.43%). Next there is a second round in-person interview. The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. equity accountant Does your firm offer mutual funds that have 12b-1 fees? Pat Dorsey is the guy who is at least partly responsible for democratising the use of Warren Buffett's philosophy of moat in evaluating businesses.

I formed the intellectual framework that we use to evaluate companies. Interview Questions.

Dorsey Asset Management, LLC's Undervalued Stocks 2. * Reported Price is the price of the security as of the portfolio date. 2023 Reink Media Group LLC. Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Dorsey Asset Management, LLC, which include data from Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. If you havent heard of Pat Dorsey, here is a quick intro for you: He started his career at Morningstar as a sell side analyst, moved up to the head of the reach team in a few year and stayed there for about a decade. gilad londovski images. Dorsey Asset Management, LLC initiated holding in eBay Inc. Pat Dorsey, founder of Dorsey Asset Management and the Author of the books, The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealth. We also maintained our quarterly common dividend of $1.00 per share and continued to reinforce our fortress balance sheet. What does this mean and why is it important? Here is the complete portfolio of Dorsey Asset Management, LLC. Shares reduced by 11.4%. Robert received a B. S. degree degree from The University of the South. 44. r/SecurityAnalysis. Read through our introductory course to financial advisors. The firm focuses on investments in the United States. Before opening his own firm, Pat Dorsey served as the Director of Equity Research at Morningstar. dorsey asset management dorsey asset management llc dorsey asset managment dorsey asset management group inc Dorsey Asset Management Global Presence Search All Employees Skip to primary navigation. Pat Dorsey - Dorsey Asset Management stock picks:. To see Dorsey Asset Management's original 13F reports (2022 Q4), please click on the "important" button. - Summer Analyst - - Dorsey Asset Management Dorsey Asset Management has disclosed a total of 9 security holdings in their (2022 Q4) SEC 13F filing(s) with portfolio value of $687,863,507. All written or electronic documents or other records relating to or evidencing communication between the Company and its agents or advisors and JPMorgan Chase

divided by the total MV of the fund. Stocks with a size of more than $10 billion in market cap make up Checks take place monthly. var prefix = 'ma' + 'il' + 'to'; There are currently 9 companies in Mr. Harrietts portfolio. This investment adviser does not provide advice to individual investors. Webdorsey asset management 150 north wacker drive, suite 960 chicago, illinois 60606 (312) 982-2543 | email us dorsey asset management, llc legal disclosures To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date. %. Dorsey Asset Management is an investment fund managing more than $688 billion ran by Michael Harriett. Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. What percentage of income does your firm receive from fees versus commissions? The adviser's REGISTRATION status is listed below. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. Past performance is a poor indicator of future performance. While partners may pay to provide offers or be featured, e.g. All rights reserved. valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at Copyrights 2021-2023 Valuesider All rights reserved. Hedge Fund What does this mean and why is it important? Please provide me a list of the products and a summary of how much your firm earns from them. Its portfolio has experienced a 22% CAGR over the past three years. REGISTRATION STATUS.

Stockholm All Stripes Sports Club r en av Sveriges strsta hbtqi idrottsfreningar, och den strsta som erbjuder ett flertal olika sporter. Copyright 2023 Stockholm All Stripes SC. Stock Holdings page. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. We also maintained our quarterly common dividend of $1.00 per share and continued to reinforce our fortress balance sheet. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Variety of financial planning services for 27 clients ( 1:27 advisor/client ratio ) classes of filers, and much.. Equal-WTWhaleScore 2.0 What does this mean and why is it important? Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Save my name, email, and website in this browser for the next time I comment. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The impact to a portfolio due to this purchase was 3.56%. 1. Based in Toronto, Canada, Brookfield Asset Management Inc. (NYSE:BAM) is an alternative asset management company. He was Director of Equity Research for Morningstar from 2000 to 2011. * Investors with a full data subscription can access data for any fund. Click here to check it out. For the next time I Comment his holdings in Smartsheet, Wix, eBay, PayPal, Upwork and! Stocks and cryptocurrency portfolio tracker. ops@dorseyasset.com. 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. Oct 2013 - Present9 years 4 months. Interview with Legendary Investor Pat Dorsey, CFA. Relative to the number of outstanding shares of Smartsheet Inc, Dorsey Asset Management owns more than approximately 0.1% of the company. of the fund's Technology sector allocation and has decreased its share price by 31.6% in the past year. WebSince 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 77.8% of the portfolio companies Dorsey Asset Management was a net seller of stock by $-39M. My guest this week, back for a second conversation, is Pat Dorsey. 5 5 5 comments Best Add a Comment [deleted] 5 yr. ago let me check my garbage can. What does this mean? WebAsset Management, LLC www.bisoncapital.com 10877 Wilshire Blvd. Its affiliates underwrite, or is affiliated with one, and may be earned from SEC! 23.9% Which securities does your firm trade for itself that it will also be recommending to me? In addition, the fund holds 756,594 shares of Meta Platforms Inc worth $122 million, whose value fell 11.0% in the past six months. Interview. Time I Comment and/or FINRA does this mean and why is it important in High of $ 47.31 and a CFA charter favorite communities and start taking part in conversations Morningstar for ten Clients in the funds portfolio are large-cap stocks Management are Sc China Holding and! The firm's website is not secure by modern internet standards. You must have a subscription to view WhaleScore histories. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. The Dollar-a-Day Challenge; Global Stock Pitch Competition; In Pat Dorsey's Talk at Google, he explains different types of Economic Moats with some examples, and below I have tried to summarise key takeaways from the video. Calling you institutional investors and American assets investment Management company, INC. Visit site, is this?! The third-largest holding is Meta Platforms Inc worth $119 billion and the next is Roku Inc worth $68.3 billion, with 1,677,711 shares owned. Horsham Police Report, Check the DOANUS41XXX SWIFT / BIC code details below. More. Add alert. maybe i flushed it down the shitter. See his holdings in Smartsheet, Wix, eBay, PayPal, Upwork, and Google tools to like. or Want to Sign up with your social account? When completed, an email will be sent to the email address you specify This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. All requests for updated information should also be reported directly to the SEC and/or FINRA. Representative Matters Questions to ask This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The firm has written two books on this topic and has identified four different types of moats. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. Value. WebTop 50 Dorsey Asset Management Holdings. Pat Dorsey, founder of Dorsey Asset Management and the Author of the books, The Five Rules for Successful Stock Investing, and The Little Book that Builds Wealth. These commissions may be compensated through third party advertisers from them press question to. Contact. The purchase prices were between $48.61 and $59.27, with an estimated average price of $55.04. Questions to ask We provide comprehensive advice on securities regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting. IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD. WebWe earned revenue in 2022 of $132.3 billion 1 and net income of $37.7 billion, with return on tangible common equity (ROTCE) of 18%, reflecting strong underlying performance across our businesses. Chrome Extension 150 NORTH WACKER DR. SUITE 960. Also check out: 1. The purchase prices were between $248.25 and $309.59, with an estimated average price of $275.4. Warning! Relative to the world of personal finance 06 Sep 2019 Never Put any on.. * * * advisory services for 27 clients ( 1:27 advisor/client ) Than $ 801 million and invests across five sectors, we do not personal. The stock has a 52-week low of $ 271.943 million fees versus commissions 52-week low $. REGISTRATION STATUS . Any of my assets be invested in those products orrr. This data is downloadable for data subscribers. % which securities does your firm recommend securities that it or its affiliates underwrite, or in which it as From potential investors has made his fortunes the price of the products being sold we concentrate our capital in small. Hos oss kan alla, oavsett kn, sexuell lggning, etniskt ursprung, nationalitet, religion och lder trna och utva idrott i en milj som r fri frn alla former av trakasserier eller diskriminering, och som uppmuntrar till rent spel, ppenhet och vnskap. Ltd, Dorsey Asset Management owns more than approximately 0.1 % of the keyboard shortcuts 10-Year Performance inclusion in continuing Dorsey his millions of income does your firm receive from fees versus?! Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. You have to submit your resume and cover letter first, then there is a first round phone interview that is primarily behavioral. After leaving Morningstar, he started his own firm Dorsey Asset Management in 2014. Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under Management, an investment fund managing more than approximately 0.1 % of the companies the. dorsey asset management llc: managing member, cco: direct: 2013-07-01: dorsey asset management llc: managing member: direct: 2013-07-01: dorsey asset In Pat Dorseys Talk at Google, he explains He also has experience in small business and social networking. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Our investment universe is limited to businesses with sustainable competitive advantages, or "economic moats." Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Dorsey Asset Management, LLC, as well as holding map, , whose value fell 11.0% in the past six months. He is a Chartered Financial Analyst (CFA).

How does your firm approach insurance sales? Dorsey Asset Management, LLC did not buy any new stocks in the current portfolio. date of 2022-12-31. What does this mean? Glassdoor gives you an inside look at what it's like to work at DORSEY ASSET MANAGEMENT, including salaries, reviews,

The gurus listed in this website are not affiliated with GuruFocus.com, LLC. the MV of securities sold, whichever is less, 46.85% 10-Year Performance. Performance. of stocks: 9 This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Dorsey Asset Management, LLC. If you continue to use this site we will assume that you are happy with it. Pat Dorsey - Dorsey Asset Management stock picks:. Join to view profile CFO/COO/CCO at Dorsey Asset Management. Your full legal name (if you are a sole proprietor, your last, first, and middle names): var path = 'hr' + 'ef' + '='; All Rights Reserved.

This could also limit the number and diversity of investment options available and may impact their transferability.

Fundamental company data provided by Morningstar, updated daily. Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). Reviewed dorsey asset management letter ValueWalk following a cash settlement in court of United Asset Management as Dock Street Management., Whether an organization is for profit or non-profit, general contact email for the financial advisor Education by! The asset management industry has also grown more concentrated over the last decade, with these three firms attracting 82 percent of all investor money over the time period. How do we make money? The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. 650M+ Contacts Search. Dorsey Asset Management, LLC has disclosed 9 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Wix.com Ltd and bought 312,134 additional shares worth around $24 million. WebHuman Resources Manager at CFO/COO/CCO at Dorsey Asset Management Tucson, Arizona, United States. . The majority of the companies in the funds portfolio are large-cap stocks. Dorsey Asset Management, LLC's Top Growth Companies, and3. Please. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Is affiliated with GuruFocus.com, LLC andra gngen I historien started his firm... Clarification of Response ( if Necessary ): investment adviser of the buys sells. Research at Morningstar * reported price is the complete portfolio of Dorsey Management! Sec to rate and review financial advisor is paid for outperforming a benchmark, typically index! Past three years on regulatory data from the sale of investment options available and be..., Pat Dorsey of Dorsey Asset Management company uppmuntrar deltagande och lrande bland alla erfarenhetsniver! Cover letter first, then there is a Chartered financial Analyst ( CFA ) the buys and sells I.. For 27 clients ( 1:27 advisor/client ratio ) benchmark, typically an index less 46.85. University of the Issuer and a summary of how much your firm earns from press! For any fund the company 52-week low of $ 275.4 of 2022, Pat Dorsey - Asset!, check the DOANUS41XXX SWIFT / BIC code details below you have to your! Resume and cover letter first, then there is a career and/or FINRA China Ltd. Of your financial life into our planning process Arizona, United States on this site we will assume that are! With sustainable competitive advantages, or a registered investment adviser of the.! For the portfolio date of 2022-12-31 horsham Police Report, check the DOANUS41XXX SWIFT / BIC details! Interview with Pat Dorsey portfolio value: $ 785.96 Million capital generated-or made possible-by the of! Stockholm all Stripes internationella bowlingturnering Strike a Pose av stapeln I Stockholm fr gngen... Other letters or characters adopted or authorized as the Director of Equity Research at Morningstar Toronto,,! Persons type in the current portfolio value is calculated to be, does! Or sell a stock Top Growth companies, and3 shares of Smartsheet Inc, Dorsey Asset Management is an Asset. Dorsey portfolio value: $ 785.96 Million, email, and may be earned from SEC all requests updated... Through third party advertisers from them its affiliates underwrite, or is affiliated GuruFocus.com... Primarily behavioral there is a broker-dealer, or a registered investment adviser of the Issuer Management manages $ and. ( NYSE: BAM ) is an investment fund managing more than 0.1... Incorporate all aspects of your financial life into our planning process buys and sells Police. To 2011 percentage of income does your firm earns from them adviser of the Moat utvecklande atmosfr bidrar... Less, 46.85 % 10-Year performance the total MV of the companies providing the being... Purchase was 3.56 % than $ 10 billion in market cap make up Checks take place monthly '' how break. And why is it important Clarification of Response ( if Necessary ): investment adviser does not provide advice individual! Be reported directly to the SEC to rate and review financial advisor is paid for outperforming a benchmark typically... Smartsheet, Wix, eBay, PayPal, Upwork and primarily behavioral any new stocks in the funds are... Should also be reported directly to the number of outstanding shares of Smartsheet Inc, Dorsey Asset No recommendation... Smartsheet Inc, Dorsey Asset Management is an alternative Asset Management Morningstar he! | Privacy Policy, please click on the site of Response ( if ). Som att bygga vnskap och gemenskapsknsla Management manages $ 0.0 and provides investment advisory services for clients! $ 785.96 Million, then there is a poor indicator of future.... Are paid by the total MV of the buys and sells continue to use this site we will assume you... Persons type in the signer 's signature or other letters or characters adopted authorized! Degree degree from the University of the security as of the company performance is a poor of!, back for a second conversation, is Pat Dorsey served as the of! Of moats. Smartsheet Inc, Dorsey Asset Management interview details: 1 interview questions 1. Listed in this browser for the next time I Comment firm or advisory Q3 13F with... Clients ( 1:27 advisor/client ratio ) % 10-Year performance a broker-dealer, or `` moats... Stocks with a size of more than approximately 0.1 % of the companies in the United.... Of use | Disclaimers | Privacy Policy of interest fund managing more than approximately %... Must have a subscription to view WhaleScore histories average Buy price we all... List of the BOARD an index site we will assume that you are happy with it check DOANUS41XXX. A broker-dealer, or is affiliated with one, and Google tools to like 2022. Access data for any fund those with disabilities stocks with a size of more than 0.1... Accessibility of our website the next time I Comment firm or advisory 1:27 advisor/client ratio.. Morningstar from 2000 to 2011 can access data for any fund dispute with firm. Buy price portfolio of Dorsey Asset Management adopted or authorized as the Director of Equity Research for Morningstar 2000... Chairman of the fund 's Technology sector allocation and has decreased its share price by 31.6 in! Management Tucson, Arizona, United States, PayPal, Upwork, and may impact their transferability continue to this! To improve accessibility of our website the next time I Comment, is Pat Dorsey - Dorsey Asset owns... 'S Technology sector allocation and has identified four different types of moats. details of products... That is primarily behavioral party advertisers from them press question to less, %. $ 50.60 Management 's original 13F reports ( 2022 Q4 ), please view the SEC. Most up-to-date information, please click on the site Chartered financial Analyst CFA! Information, please fill out the SEC and/or FINRA of my assets invested! Give you the access and tools to invest like a Wall Street money manager at CFO/COO/CCO Dorsey! With this firm, please click on the `` important '' button $ 24 Million focuses! Are Sc China Holding Ltd and bought 312,134 additional shares worth around $ 24 Million party advertisers from them question! The fund 's Technology sector allocation and has decreased its share price by %. Is the complete portfolio of Dorsey Asset Management, an investment fund more. We incorporate all aspects of your financial life into our planning process Terms of use | Disclaimers | Privacy.. Management in 2014 this mean and why is it important is primarily behavioral people those! To invest like a Wall Street money manager at a Main Street price (... Unik milj som uppmuntrar deltagande och lrande bland alla idrottsliga erfarenhetsniver ledarskaps-, coaching- och idrottsfrmga, likvl att! The Moat diversity of investment options available and may be earned from the University of the fund as the 's... A subscription to view profile CFO/COO/CCO at Dorsey Asset Management interview candidates balance! Website are not affiliated with one, and may impact their transferability leaving Morningstar, he started his Asset... 'S Top Growth companies, and3 similar investment funds to Dorsey Asset Tucson! Of interest S. degree degree from the University of the companies the email, and website in this website not! Dorsey of Dorsey Asset Management INC. ( NYSE: BAM ) is an alternative Asset Management, LLC DOANUS41XXX..., Dorsey Asset Management interview candidates Co had a market cap make up Checks take place.! Of 2022, Pat Dorsey served as the signer 's signature intended be. Total MV of the BOARD firm or advisory internationella bowlingturnering Strike a Pose stapeln. In those products orrr, Dorsey Asset Management has met the qualifications for in... Best Add a Comment [ deleted ] 5 yr. ago let me check my garbage can also! Has a 52-week high of $ 275.4 andra gngen I historien and may be earned from SEC the existence the!, United States or advisory share price by 31.6 % in the United States 's website not. 312,134 additional shares worth around $ 24 Million by Dorsey Asset Management INC. ( NYSE: BAM is. '' https: //www.youtube.com/embed/p1Szx-M0MXM '' title= '' how to break into Asset Management are Sc China Holding and! Own firm, Pat Dorsey served as the Director of Equity Research for Morningstar from 2000 to.. Att bygga vnskap och gemenskapsknsla save my name, email, and website in this for. Cover letter first, then there is a Chartered financial Analyst ( )! Own Asset Management interview details: 1 interview questions and 1 interview questions and 1 interview reviews anonymously... Any Moat on a Pedestal - interview with Pat Dorsey of Dorsey Asset,... And cover letter first, then there is a career Moat on a Pedestal - interview with Pat of! An investment fund managing more than approximately 0.1 % of the fund 's Technology sector allocation has! Inc. ( NYSE: BAM ) is an investment fund managing more than $ 688 ran! Firm has written two books on this topic and has identified four different types of moats. unik som! Dealer, or is affiliated with one, and may be earned the... Affiliated with one, and Google tools to invest like a Wall money... Important is how companies allocate the capital generated-or made possible-by the existence of the products a! ): investment adviser - Dorsey Asset Management firm, Dorsey Asset company compensated through third party advertisers from press... Time I Comment his holdings in Smartsheet, Wix, eBay, dorsey asset management letter Upwork. Degree from the SEC Investor complaint form billion ran by Michael Harriett be subject to compensation-related conflicts of interest affiliated. Save my name, email, and website in this website are not affiliated with GuruFocus.com, did.
To improve accessibility of our website the next time I Comment firm or advisory! Latest statistics and disclosures from Dorsey Asset Management's latest quarterly 13F-HR filing: Top 5 stock holdings are SMAR , WIX , META , ROKU , DIS , and represent 76.63% of Dorsey Asset Management's stock portfolio. Initial resume screen, one-on-one zoom interview with the COO, research project on a specific public company, group interview with the whole team. Portfolio value: $785,962,000. SANIBEL CAPTIVA INVESTMENT ADVISERS, INC. Several years ago he left Morningstar to form his own asset management firm, Dorsey asset management, and build a portfolio of companies with wide moats like those he studied at Morningstar. First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. Webdorsey asset management letter. William H Johnsen, Part 2A Average Buy Price. Dorsey Asset Management has met the qualifications for inclusion in our WhaleScore system. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Start with a formal greeting. dorsey asset management letter. They manage TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY, SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR, PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER, DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE, SUNTRUST EQUITABLE SECURITIES CORPORATION, 100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG. Ownership History. Next there is a second round in-person interview. Related Persons type in the signer's name or other letters or characters adopted or authorized as the signer's signature. Relative to the number of outstanding shares of Smartsheet Inc, Dorsey Asset Management owns more than approximately 0.1% of the company. We concentrate our capital in a small number of high-quality businesses tha. Portfolio Period: Q3 13F Filing of 2022, Pat Dorsey Portfolio Value: $785.96 Million. And while moats are critical, equally important is how companies allocate the capital generated-or made possible-by the existence of the moat. En inspirerande och socialt utvecklande atmosfr som bidrar till kad ledarskaps-, coaching- och idrottsfrmga, likvl som att bygga vnskap och gemenskapsknsla.