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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.
Our active investment approach
We offer this strategy via a separate account. Investment guidelines can be tailored to meet individual client circumstances and investment objectives.
Meet the Investment Committee
The Balanced strategy is managed by two committees: the U.S. Equity Investment Committee oversees the equity portion of the portfolio while the U.S. Fixed Income Investment Committee directs the portfolio's debt portion. We allocate assets between equity and fixed income securities within ranges established by each client. Our Committee members are shareholders of Dodge & Cox.
U.S. Equity Investment Committee
U.S. Fixed Income Investment Committee
1 As of 12/31/2022.
Dodge & Cox does not guarantee the future performance of any account or any specific level of performance, the success of any investment decision or strategy that Dodge & Cox may use, or the success of Dodge & Cox’s overall management of an account. Investment decisions made for a client’s account by Dodge & Cox are subject to various market, currency, economic, political, and business risks (foreign investing has special risks such as currency and market volatility and political and social instability), and those investment decisions will not always be profitable. In addition, investments in debt securities are subject to interest rate risk, credit risk, prepayment risk and other risks.
The S&P 500 Index is a market capitalization-weighted index of 500 large-capitalization stocks commonly used to represent the U.S. equity market.
S&P 500® is a trademark of S&P Global Inc. The S&P 500 ("Index") is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Dodge & Cox. Copyright 2021 S&P Dow Jones Indices LLC, a division of S&P Global, Inc., and/or its affiliates.
The Bloomberg U.S. Aggregate Bond Index (BBG U.S. Agg) is a widely recognized, unmanaged index of U.S. dollar-denominated investment-grade fixed income securities.
BLOOMBERG is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Bloomberg does not approve or endorse this material, or guarantee the accuracy or completeness of any information herein, or make any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, shall not have any liability or responsibility for injury or damages arising in connection therewith.