Pat Dorsey, CFA

Pat is the founder of Dorsey Asset Management. Prior to starting Dorsey Asset, Pat was Director of Research for Sanibel Captiva Trust, an independent trust company serving high net worth clients.

From 2000 to 2011, Pat was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 20 to 90 analysts. Pat was instrumental in the development of Morningstar’s economic moat ratings, as well as the methodology behind Morningstar’s framework for analyzing competitive advantage. Pat is also the author of two books — The Five Rules for Successful Stock Investing and The Little Book that Builds Wealth.

Pat holds a Master’s degree in Political Science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA charterholder.

Pat Dorsey Bio Photo

RESEARCH TEAM

Robert Jackson

Robert is Dorsey Asset Management’s Director of Research, and brings over 12 years of investment research and 19 years of small business experience.

Prior to joining DAM, Robert founded RWJ Research to provide buy-side research consulting with an emphasis on shorting. Some of these projects resulted in activist publications. Robert also founded and operated a variety of businesses in social networking, genetic testing, and corporate catering. Robert holds a B.S. degree in biology from The University of the South.

Ben Hansen

Ben is a Research Analyst for Dorsey Asset Management. and brings over 16 years of investment research experience.

Prior to joining DAM, Ben served as an Analyst for Masterton Capital Management, LP and for Two Creeks Capital Management, LP. Ben holds an M.B.A with a concentration in Finance from Columbia Business School and a B.A. in Economics and Mathematics from Columbia University.

Kevin Ren

Kevin is a Research Analyst for Dorsey Asset Management.

Prior to joining DAM, Kevin served as an Equity Research Analyst for Dodge & Cox and previously worked as an Intern for Dorsey Asset Management. Kevin holds a B.A. in Economics from the University of Chicago.

Ben Sarasin

Ben is an Associate Analyst for Dorsey Asset Management.

Prior to joining DAM, Ben previously worked as an Intern for Dorsey Asset Management. Ben holds a B.A. in Economics and Public Policy from the University of Chicago.

Andrew Zhu

Andrew is a Research Analyst Intern for Dorsey Asset Management.

Andrew is currently studying Economics at Northwestern University.

Manuel De Leon

Manuel is a Research Analyst Intern for Dorsey Asset Management.

Manuel is currently studying Economics at Northwestern University.

Operations Team

Michael Harriett, CFA

Michael Harriett is the CFO/COO/CCO for Dorsey Asset Management, and brings over 16 years of investment management industry and operations experience.

Prior to joining DAM, Michael served as the Director of Operations for Sanborn Kilcollin Partners, a Chicago based registered investment adviser, and worked for Citadel Securities prior to joining DAM. Michael holds an M.B.A with concentrations in Finance and Strategic Management from the University of Chicago Booth School of Business and a B.A. in Economics from the University of Chicago. He is a CFA charterholder.

Ilhana Redzovic

Ilhana Redzovic is an Operations Associate for Dorsey Asset Management, and brings over 7 years of investment operations experience.

Prior to joining DAM, Ilhana was an Investment Associate at Advisory Partners, LLC. Ilhana holds a B.A. in Economics and Political Science from the University of Michigan.