Dodge & Cox

since 1930
  • 201-500 employees
  • Investment Management

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.

To view our U.S. Terms and Conditions of Use, visit: dodgeandcox.com/individual-investor/us/en/terms-and-conditions-of-use.html

Non U.S. Investors: Please visit dodgeandcox.com and select the country you live in.

The Case for International Equities
  • 1 month ago

The early 2025 outperformance of international markets renewed investors' interest in diversifying beyond the United States. In this paper, we discuss why international equities present a compellin...

2024 Annual Investment Reviews
  • 5 months ago

Hear from members of our Equity and Fixed Income Investment Committees as they share their thoughts on the market environment, portfolio positioning, and where we are finding long-term opportunities.

Flexing With Flexible Fixed Income: Dodge & Cox Global Bond Fund
  • 5 months ago

Today’s market environment calls for broader thinking about fixed income allocations. Yields have risen from ultra-low levels, but how you compose your fixed income exposure matters; not all source...

Q4 2024 Pension Perspectives
  • 5 months ago

In this quarter’s issue, we discuss drivers of single-employer plan funded status, which rose to its highest level in over two years; strategic asset allocation targets given historically rich valu...

Q3 2024 Pension Perspectives
  • 8 months ago

In this quarter’s issue, we discuss drivers of single-employer plan funded status changes over the quarter; potential tactical positioning considering last quarter's declines in Treasury yields and...

Cash Balance Plans: Managing Legacy Liabilities and Looking Ahead with Innovative Designs
  • 9 months ago

For many plan sponsors, the cash balance (CB) component of their pension liability likely became more material over the last few years as interest rates rose, funded status improved, and/or a porti...

2024 Semi-Annual Investment Reviews
  • 11 months ago

Hear from members of our Equity and Fixed Income Investment Committees as they share their thoughts on the market environment, portfolio positioning, and where we are finding long-term opportunities.

Q2 2024 Pension Perspectives
  • 11 months ago

In this quarter’s issue, we discuss drivers of single-employer plan funded status changes over the quarter, potential tactical positioning at the asset allocation and portfolio levels, high-level t...

Staying the Course in Value Investing
  • 11 months ago

The exceptional performance of a handful of high-valuation technology companies has led investors to question the merits of value investing. When Morningstar recently sat down with David Hoeft, the...