Dorsey, Wright & Associates Profile Picture
  • Founded 1987
  • Company Name Dorsey, Wright & Associates
  • Number of Employees 22
  • Website
  • 9201 Forrest Hill Avenue
  • Suite 100
  • Richmond
  • Virginia
  • 23235
Manager Disclosure Document

Dorsey, Wright & Associates

Investment Adviser

Investment portfolio

Dorsey, Wright & Associates Global Technical Leaders

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
0.83

365 days

Manager performance
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13.7%

365 days

Risk score

0.25% fee
$5,000 minimum


Portfolio commentary

  1. Will the most hated bull market in history continue in 2014?

    16 December 2013

    The S&P 500 is up nearly 30% so far in 2013 and on track for its best year in a decade.

  2. Dorsey Wright ETF rides emerging markets momentum 25 November 2013
  3. Tom Dorsey: Investing and the irrefutable law of supply and demand 6 August 2013

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Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.