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
B-
Rated B on Competitive Edge
Rated B 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

  • Dodge & Cox reported $466.6 billion regulatory AUM on April 17, 2026.
  • The Stock Fund’s July 2026 commentary showed 10-year Class I returns of 12.72%.
  • Expense ratios remain low: Stock Fund Class I at 0.51%, attracting cost-sensitive institutions.

What critics are saying

  • Ahmed Jamal’s N.D. Cal. discrimination suit alleges retaliation after his January 2024 termination.
  • Dana Emery retired December 31, 2025; Roger Kuo’s succession tests institutional continuity.
  • Jim Dignan leaves June 30, 2026, removing a 27-year fixed-income veteran from committees.

What makes Dodge & Cox unique

  • Since 1930, Dodge & Cox has stayed employee-owned and investment-management only.
  • July 2026 leadership update showed 17-year average tenure on the fixed-income committee.
  • The firm runs disciplined, low-cost, long-only portfolios across equity, fixed income, and balanced mandates.

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Benefits

Health Insurance

Health Insurance

401(k) Retirement Plan

Remote Work Options

Flexible Work Hours

Company News

ETFDailyNews.com
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).

Business Chief
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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