About Dodge & Cox
Firm Characteristics
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Timeline  

 

In 1930, in the midst of the Great Depression, Van Duyn Dodge and E. Morris Cox formed a partnership to provide investment counsel. Their confidence in this endeavor was fortified by Morrie Cox’s conviction that “well-conceived professional investment management could bring the force of some order into a rather chaotic investment world.”

To that end, they established a blueprint for managing an investment firm emphasizing independent ownership, stability, and high ethical standards. They also developed the investing principles that remain in place at Dodge & Cox today: a long-term investment horizon, individual security selection grounded by the relationship of fundamentals to valuation, and portfolio diversification. With this foundation, we manage equity, fixed income, and balanced separate accounts, mutual funds, and UCITS funds for individuals and institutions from a single office location, two blocks from where the firm began.

The firm’s independence frees us to pursue the singular goal of creating lasting value for our clients. The longevity and stability of our investment team enable us to fully incorporate the lessons from past market environments into the ongoing stewardship of our clients’ assets. Finally, we believe that the best way to succeed as a firm is to focus our resources on serving our existing clients well.

The philosophy that guides the management of our investment portfolios is built on traditional principles: we invest with a long-term horizon, employ a rigorous price discipline, and conduct our own research. Our decision-making process takes full advantage of individual insights within a team-oriented culture. These factors drive the achievement of the competitive returns we seek for our clients.

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Dodge & Cox Worldwide Funds plc provides UCITS Funds for non-U.S. investors. The Funds are registered in Ireland and are available only to residents of those jurisdictions where allowed by applicable law. Purchase orders from U.S. investors or other ineligible investors will not be accepted. The information on this website is for informational purposes only, does not constitute an offer for products or services, and should not be construed as an offer to sell or a solicitation of an offer to buy to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

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