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Year-end Distributions

Estimated year-end income and capital gains distributions as of October 31st are now available(opens in a new tab)




Separate Accounts

We specialize in managing a focused set of investment strategies under a single investment philosophy, based on the relationship between fundamentals and valuation. We’ve built long-term relationships with a wide range of Institutional Investors, like you, and have helped them achieve their specific goals by using our time-tested investment approach.


Equity

Our U.S. Equity strategy is for investors seeking an actively managed, core portfolio of U.S. stocks to generate returns from capital appreciation. Investors use it as a standalone mandate and as a complement to other strategies.

U.S. Equity

We build diversified portfolios of stocks, seeking long-term growth of principal and income.


Fixed Income

Our U.S. Core Fixed Income strategies are for investors seeking an actively managed portfolio with alpha potential over longer time periods, as well as liquidity, inflation protection, and low correlation to equities. Investors use them as standalone mandates and as complements to other strategies.

Core Fixed Income

We build broadly diversified portfolios of primarily high-quality fixed income securities including U.S. Treasuries, government-related securities, corporate bonds, and securitized investments across the entire yield curve. Our goal is to maximize income and total return potential, consistent with long-term preservation of capital.

  • Discretionary Core Fixed Income
  • Investment Grade Fixed Income
  • Custom Portfolios

Intermediate Fixed Income

We build broadly diversified portfolios of primarily high-quality fixed income securities including U.S. Treasuries, government-related securities, corporate bonds, and securitized investments across the intermediate part of the yield curve. Our goal is to maximize income and total return potential, consistent with long-term preservation of capital.

  • Intermediate
  • Custom Portfolios
        

Credit and Custom Fixed Income Strategies

We apply our fixed income expertise to address specific client needs through credit-oriented, liability-hedging, and stable value strategies.

Credit and Liability Hedging

We construct credit-oriented, diversified portfolios consisting primarily of high-quality corporate bonds as well as U.S. Treasuries, government-related securities, and structured products. Our goal is maximizing total return potential relative to market benchmarks or liability cash flows, subject to client-specific objectives and constraints.    

  • Long Credit
  • U.S. Credit
  • Intermediate Credit
  • Long Government/Credit
  • Custom Portfolios

Stable Value

We build broadly diversified portfolios of primarily high-quality fixed income securities including US Treasuries, government-related securities, corporate bonds, and securitized investments. As a manager of a sleeve of an overall stable value plan, our strategies range from intermediate mandates to those managed with more conservative guidelines as a part of a client's stable value solution. Our goal is to maximize income and total return potential, consistent with long-term preservation of capital.

  • Intermediate
  • Custom (Short/Blend or Core Duration)

Balanced

Our integrated equity and fixed income teams collaborate to select investments based on the relationship between fundamentals and valuation, offering a solution for investors seeking a diversified portfolio of equity and fixed income investments.

Balanced

Allocates assets between equity and fixed income securities within ranges established with the client, seeking regular income, conservation of principal, and an opportunity for long-term growth.

Our separate account service

When you hire Dodge & Cox, we seek a true partnership from the very beginning. We strive to understand your specific goals and risk parameters, and establish investment guidelines to meet your long-term objectives. Throughout our relationship, our experienced client team aims to deliver excellent service that is tailored to your needs, including regular investment discussions and robust reporting.

Open and direct engagement

We’ve maintained our focused business on doing a few things well.  We’re careful to vet the business we take on so we can be sure we’ll be able to meet our clients' expectations. We want to get to know you and your organization's goals, so we can effectively partner with you to meet them.

Dedicated client support

Your dedicated Client Portfolio Manager and Client Service Associate will manage your account onboarding process and serve as your primary contacts to provide both investment and administrative-related service.

Broad firm resources

Your Client Portfolio Manager and Client Service Associate partner closely with our Investment Committees and Portfolio Implementation, Legal, Compliance, and Operations teams to apply the firm's expertise and resources to help meet your investment needs.


Related

Our philosophy and process

We believe investing for the long term, based on thorough fundamental research and valuation discipline, is appropriate for any market environment.

Our people

Meet the people who pursue investment excellence every day on behalf of our clients.