DORSEY WRIGHT & Overview

Dorsey Wright & Associates is an investment advisor that manages 219.7 MM dollars in regulatory AUM and has 21 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 201MM in positions, representing 92% of the manager's regulatory AUM.

DORSEY WRIGHT & StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DORSEY WRIGHT & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVDA 3.36% Tech 34.29% 1.2% 0 20%
PEY 3.33% ETF 4.85% 0.1% 2 2%
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DORSEY WRIGHT & Founders and Key Employees

Name Title In Position Since
Tammy F. Derosier President January-2015
Sara F. Giegerich Chief Compliance Officer March-2012
Adena T. Friedman Director January-2015
Lee M. Shavel Director January-2015
Edward S. Knight Director January-2015

DORSEY WRIGHT & Brokers, Custodians, Auditors and Administrators

Type Company

DORSEY WRIGHT & Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss

The Research and investment process for the Dorsey Wright Investment Management accounts are firmly based on our principles of research. We at Dorsey Wright believe that our methods, when followed rigorously, can help mitigate the risk and uncertainty that are inherent in all investments. There is no guarantee that the investment strategy selected for the client will result in the client’s goals being met, nor is there any guarantee of profit or protection from loss. For those investments sold by prospectus, clients should read the prospectus in full.


Dorsey Wright uses internally generated charts (proprietary relative strength methods) based on technical security analysis as a main source of information for our research reports and investment management services.

Technical analysis is a discipline for forecasting the direction of prices through the study of past market data, prima...
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DORSEY WRIGHT & Portfolio Concentration

DORSEY WRIGHT & Location

1011 BOULDER SPRINGS DRIVE
SUITE 150
RICHMOND, Virginia
UNITED STATES, 23225

DORSEY WRIGHT & Contact Information

Phone Number: 804-320-8511
Fax Number: 804-320-8577
Website:

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