DORSEY ASSET MANAGEMENT IS A REGISTERED INVESTMENT ADVISER MANAGING A SINGLE CONCENTRATED GLOBAL EQUITY STRATEGY.
Our investment universe is limited to businesses with sustainable competitive advantages, or “economic moats.”
We believe that the value of competitive advantage is maximized when a business can reinvest capital at a high incremental rate of return for an extended period of time. As such, we seek to own minority stakes in businesses that have substantial opportunities for reinvestment in addition to sustainable competitive advantages.
We Look For: