Dodge & Cox: Difference between revisions
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'''Dodge & Cox''' is an American [[mutual fund]] company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Dodge and Cox specializes in [[value investing]]<ref name=Zenoff/> and has been described as "best known for its conservatively managed funds with solid track records and modest fees."<ref>Eric Tyson. Investing All-in-One For Dummies, John Wiley & Sons, Apr 10, 2017, p. 275</ref> Having been created during the [[Great Depression]], the firm has "a razor sharp focus on capital preservation".<ref>[http://news.morningstar.com/article/article.asp?id=105245&_QSBPA=Y "The Dodge & Cox Difference: An in-depth look at a model fund firm."], by Kunal Kapoor. ([[Morningstar, Inc.]])</ref> |
'''Dodge & Cox''' is an American [[mutual fund]] company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Dodge and Cox specializes in [[value investing]]<ref name=Zenoff/> and has been described as "best known for its conservatively managed funds with solid track records and modest fees."<ref>Eric Tyson. Investing All-in-One For Dummies, John Wiley & Sons, Apr 10, 2017, p. 275</ref> Having been created during the [[Great Depression]], the firm has "a razor sharp focus on capital preservation".<ref>[http://news.morningstar.com/article/article.asp?id=105245&_QSBPA=Y "The Dodge & Cox Difference: An in-depth look at a model fund firm."], by Kunal Kapoor. ([[Morningstar, Inc.]])</ref> As of 2017, the firm had US$297 billion in [[assets under management]].<ref name=Daniels2017/> |
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Headquartered in [[San Francisco, California]], the company offers six [[no-load]] [[mutual fund]]s: a domestic [[stock fund]], an international stock fund, a balanced fund, an [[income fund]], a global stock fund, and a global bond fund. Their balanced fund, comprising 50-70% [[large cap|large company stocks]] and the remainder in [[bond (finance)|bonds]],<ref>[https://money.usnews.com/funds/mutual-funds/allocation-50-to-70-equity/dodge-cox-balanced-fund/dodbx Dodge & Cox Balanced Fund], US News & World Report, accessed 17 October 2019</ref> was established in 1931 and is one of the oldest US mutual funds still in operation as of February 2019.<ref>Barclay Palmer (2019) [https://www.investopedia.com/ask/answers/08/oldestmutualfunds.asp What Are the Oldest Mutual Funds?] Investopedia.com, accessed 17 October 2019</ref> |
Headquartered in [[San Francisco, California]], the company offers six [[no-load]] [[mutual fund]]s: a domestic [[stock fund]], an international stock fund, a balanced fund, an [[income fund]], a global stock fund, and a global bond fund. Their balanced fund, comprising 50-70% [[large cap|large company stocks]] and the remainder in [[bond (finance)|bonds]],<ref>[https://money.usnews.com/funds/mutual-funds/allocation-50-to-70-equity/dodge-cox-balanced-fund/dodbx Dodge & Cox Balanced Fund], US News & World Report, accessed 17 October 2019</ref> was established in 1931 and is one of the oldest US mutual funds still in operation as of February 2019.<ref>Barclay Palmer (2019) [https://www.investopedia.com/ask/answers/08/oldestmutualfunds.asp What Are the Oldest Mutual Funds?] Investopedia.com, accessed 17 October 2019</ref> |
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Due to their devotion to the principles of value investing, Dodge & Cox avoided the worst of the [[dot com bubble]] during the late 1990s and early 2000. During this time many investing companies were devoting significant resources to then-trendy internet stocks, but Dodge & Cox questioned whether these companies's stock was accurately priced and thus limited their exposure, thereby significantly out-performing the market when the bubble collapsed.<ref name=Zenoff>David B. Zenoff. The Soul of the Organization: How to Ignite Employee Engagement and Productivity at Every Level. Apress, Mar 1, 2014, p. 89</ref> |
Due to their devotion to the principles of value investing, Dodge & Cox avoided the worst of the [[dot com bubble]] during the late 1990s and early 2000. During this time many investing companies were devoting significant resources to then-trendy internet stocks, but Dodge & Cox questioned whether these companies's stock was accurately priced and thus limited their exposure, thereby significantly out-performing the market when the bubble collapsed.<ref name=Zenoff>David B. Zenoff. The Soul of the Organization: How to Ignite Employee Engagement and Productivity at Every Level. Apress, Mar 1, 2014, p. 89</ref> Dodge & Cox practices team-oriented analysis, and due to their strong commitment to value investing has "suffered bouts of sluggishness or disappointing results" when that strategy was out of favor, but their long-term thinking and low staff turnover have had mostly positive results according to a Morningstar analysis.<ref name=Daniels2017>Andrew Daniels (2017) [https://www.morningstar.com/articles/836682/dodge-cox-built-to-last Dodge & Cox: Built to Last], Morningstar.com, accessed 18 Jan 2020</ref> |
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==References== |
==References== |
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Revision as of 23:42, 18 January 2020
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| Company type | Private (Employee-owned) |
|---|---|
| Industry | Investment Management |
| Founded | 1930 |
| Headquarters | 555 California Street San Francisco, California, USA |
Key people | Charles Pohl (Chairman and Chief Investment Officer) Dana Emery (CEO, President, and Director of Fixed Income) Kenneth Olivier (Chairman Emeritus) |
| AUM | US$ 297 billion (2017) |
| Website | dodgeandcox |
Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Dodge and Cox specializes in value investing[1] and has been described as "best known for its conservatively managed funds with solid track records and modest fees."[2] Having been created during the Great Depression, the firm has "a razor sharp focus on capital preservation".[3] As of 2017, the firm had US$297 billion in assets under management.[4]
Headquartered in San Francisco, California, the company offers six no-load mutual funds: a domestic stock fund, an international stock fund, a balanced fund, an income fund, a global stock fund, and a global bond fund. Their balanced fund, comprising 50-70% large company stocks and the remainder in bonds,[5] was established in 1931 and is one of the oldest US mutual funds still in operation as of February 2019.[6]
Due to their devotion to the principles of value investing, Dodge & Cox avoided the worst of the dot com bubble during the late 1990s and early 2000. During this time many investing companies were devoting significant resources to then-trendy internet stocks, but Dodge & Cox questioned whether these companies's stock was accurately priced and thus limited their exposure, thereby significantly out-performing the market when the bubble collapsed.[1] Dodge & Cox practices team-oriented analysis, and due to their strong commitment to value investing has "suffered bouts of sluggishness or disappointing results" when that strategy was out of favor, but their long-term thinking and low staff turnover have had mostly positive results according to a Morningstar analysis.[4]
References
- ^ a b David B. Zenoff. The Soul of the Organization: How to Ignite Employee Engagement and Productivity at Every Level. Apress, Mar 1, 2014, p. 89
- ^ Eric Tyson. Investing All-in-One For Dummies, John Wiley & Sons, Apr 10, 2017, p. 275
- ^ "The Dodge & Cox Difference: An in-depth look at a model fund firm.", by Kunal Kapoor. (Morningstar, Inc.)
- ^ a b Andrew Daniels (2017) Dodge & Cox: Built to Last, Morningstar.com, accessed 18 Jan 2020
- ^ Dodge & Cox Balanced Fund, US News & World Report, accessed 17 October 2019
- ^ Barclay Palmer (2019) What Are the Oldest Mutual Funds? Investopedia.com, accessed 17 October 2019
External links
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