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Investment Disciplines
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.

Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus with a three- to five-year investment horizon, 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 fixed income 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. Asset allocation between stocks and bonds is based on our assessment of the potential returns for each asset class over a three- to five-year time horizon.

Through mutual funds and separate accounts, Dodge & Cox provides services to:

  • Individuals
  • High Net Worth Individuals
  • Corporations
  • Corporate Retirement Plans
  • Public Retirement Plans
  • Taft-Hartley Plans
  • Tax Exempt Institutions
  • Endowments and Foundations

Dodge & Cox Funds — Dodge & Cox manages no-load mutual funds which offer U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities. Our mutual funds include: Dodge & Cox Stock Fund, Dodge & Cox International Stock Fund, Dodge & Cox Global Stock Fund, Dodge & Cox Balanced Fund, Dodge & Cox Income Fund, Dodge & Cox Global Bond Fund, and the soon-to-be-launched Dodge & Cox Emerging Markets Stock Fund.

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. Through regular and open communication, a client’s investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate.

Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate. Dodge & Cox offers equity, balanced, and fixed income account management services.

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