Products & Services
account access
User ID
Invest With Us
Open an account in
the Dodge & Cox Funds
Products & Services
  |  
Firm Characteristics
  |  
Timeline  

 

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, diversified 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.

Offerings
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 five no-load mutual funds which offer U.S. based investors a simple, low-cost way to own a diversified portfolio of stocks and/or fixed income securities. The five mutual funds include: Dodge & Cox Stock Fund, Dodge & Cox International Stock Fund, Dodge & Cox Global Stock Fund, Dodge & Cox Balanced Fund, and the Dodge & Cox Income Fund.

Private Client Account — 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 clients’ 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.

related documents

need more help?
Visit Investor Resources or call a
Funds representative at:
1-800-621-3979


This site is for persons in the United States only.
Before investing in any Dodge & Cox Fund, you should carefully consider the Fund's investment objectives, risks, and management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by any bank or any other entity. Foreign investing, especially in developing countries, has special risks such as currency and market volatility and political and social instability.

Use of this site signifies that you accept our Terms & Conditions of Use.
The Dodge & Cox Funds have adopted a Privacy Policy governing use of shareholder personal information.

Copyright © 1998-2014 Dodge & Cox®. All rights reserved.