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 12/31/19. The fund's latest filing disclosed 303MM in positions, representing 138% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/19. The fund's latest filing disclosed 303MM in positions, representing 138% of the manager's regulatory AUM.
DORSEY WRIGHT & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DORSEY WRIGHT & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| QQQ | 8.99% | ETF | 10.36% | 0.42% | 0 | 11% | ||
| QQEW | 4.52% | ETF | 7% | 0.07% | 2 | 1% | ||
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FEATURED IN
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
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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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
DORSEY WRIGHT & Portfolio Concentration
DORSEY WRIGHT & Location
1011 BOULDER SPRINGS DRIVE
SUITE 150
RICHMOND, Virginia
UNITED STATES, 23225
SUITE 150
RICHMOND, Virginia
UNITED STATES, 23225
DORSEY WRIGHT & Contact Information
Phone Number: 804-320-8511
Fax Number: 804-320-8577
Website: http://dorseywright.com
Fax Number: 804-320-8577
Website: http://dorseywright.com
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