Dodge & Cox

Dodge & Cox is an employee owned investment manager with approximately $212.31 billion in assets under management. The firm provides its services to individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities, retirement funds, unions, and Taft-Hartley plans. It manages separate client-focused equity, fixed income, and balanced portfolios.

The firm also manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm employs a fundamental analysis to make its investments. It benchmarks the performance of its domestic equity portfolios against the S&P 500 Index and its international portfolios against the MSCI EAFE Index. For its fixed income securities, the firm invests in U.S. government obligations, mortgage-backed securities, asset-backed securities, corporate bonds, collateralized mortgage obligations, with a rating of A or higher. It benchmarks the performance of its portfolios against the Lehman Brothers Aggregate Bond Index. The firm conducts in-house research to make its investments. Dodge & Cox was founded in 1930 and is based in San Francisco, California.

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