Dodge & Cox

Dodge & Cox

Investment management across equity, fixed income

Overview

Dodge & Cox focuses on investment management across equities, fixed income, and balanced accounts for U.S. and international markets. Its equity approach relies on long-term, research-driven, bottom-up analysis and a disciplined pricing approach. In fixed income, it builds a high-quality portfolio through fundamental research and a long-term view to spot pricing inefficiencies. Its offerings include Dodge & Cox Funds, Private Client Accounts, and Institutional Separate Accounts, with the goal of providing steady income, preserving capital, and achieving long-term growth for clients.

About Dodge & Cox

Simplify's Rating
Why Dodge & Cox is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Kansas City, Missouri

Founded

1930

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Simplify's Take

What believers are saying

  • $583M Q4 stake in Fortive exploits industrial tech undervaluation.
  • $6.4M Q4 TSM position captures semiconductor supply chain shifts.
  • Luis Borgen's September 2022 appointment bolsters board financial oversight.

What critics are saying

  • Passive ETFs from Vanguard and BlackRock erode active fee base in 12-24 months.
  • Value tilt underperforms growth stocks like Nvidia by 8-12% annually through 2026.
  • TSM stake collapses 30-50% from U.S.-China decoupling in 12-36 months.

What makes Dodge & Cox unique

  • Research-intensive value investing uses bottom-up analysis and long-term buy-and-hold approach.
  • Contrarian strategies target undervalued stocks in financials, healthcare, and industrials.
  • High-conviction portfolios limit positions to 1.15% maximum with 11% sector diversification.

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Benefits

Health Insurance

Health Insurance

401(k) Retirement Plan

Remote Work Options

Flexible Work Hours

Company News

ETF Daily News
Jul 19th, 2025
Mutual of America Capital Management LLC Trims Stock Position in Fortive Corporation (NYSE:FTV)

Dodge & Cox purchased a new stake in Fortive in the 4th quarter worth approximately $583,493,000.

Defense World
Sep 30th, 2024
Silver Lake Advisory LLC Buys Shares of 3,077 Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Dodge & Cox purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $6,396,000.

MarketBeat
Jul 15th, 2024
Choate Investment Advisors Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Aigen Investment Management LP purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $553,000.

Defense World
Jun 16th, 2024
Dodge & Cox Invests $593,000 in Intercorp Financial Services Inc. (NYSE:IFS)

Dodge & Cox invests $593,000 in Intercorp Financial Services Inc. (NYSE:IFS).

BizClik Media
Aug 1st, 2023
New co-portfolio manager for the Oakmark International Fund

Mr. Liu joined Harris Associates in 2009 after serving as a research associate at Dodge & Cox and an investment banking analyst at Jefferies & Company.

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