Dodge & Cox

Investment management is Dodge & Cox’s only business. We are focused on providing U.S., global, and international equity; fixed income; and balanced account management.

Strategies: 

  • Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus, conduct our own research, and employ a rigorous price discipline. Our approach is research-intensive; decisions are based on individual company analysis by our team of investment professionals.
  • Fixed Income — Dodge & Cox’s philosophy is to construct and manage a high average quality portfolio of securities that are selected through bottom-up, fundamental analysis. We believe that by combining fundamental research with a long-term investment horizon it is possible to uncover and act upon inefficiencies in the valuation of market sectors and individual securities.
  • Balanced — Our objective in managing balanced accounts is to provide regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Our strategy is to invest in a diversified portfolio of stocks and fixed income securities. 
  • Offerings: Dodge & Cox Funds — Dodge & Cox offers U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities. 
  • Private Client Accounts — The private client group serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts.
  • Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate. 

Company details

Website

http://www.dodgeandcox.com

Year founded

1930

Company size

201-500 employees