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Dodge & Cox

555 California Street, 40th Floor
San Francisco, California 94104
United States
 
Contact :      Caitlyn Phan
Phone :       (415) 273-7662
Fax :             (415) 986-0234
Email :         Caitlyn.Phan@dodgeandcox.com
Web :           http://www.dodgeandcox.com

Dodge & Cox Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $285,931
Tax-Exempt Managed ($Mil) : $239,161
Taxable Assets Managed ($Mil) : $46,770
Year Founded : 1930
Wrap Programs Offered? : No
# of Accounts Managed : 805
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Dodge & Cox History

Established in 1930 in San Francisco, Dodge & Cox is one of the oldest and most experienced investment management firms in the country. In its early years, the firm managed funds primarily for individuals and families. Today, institutional clients are a substantial portion of our client base. Dodge & Cox is an independent organization and manages investments from one office located in San Francisco. Ownership is limited to active employees of the firm. Our independence as a firm allows us to make decisions that are in the long-term best interest of our clients. As of December 31, 2018, there are 276 employees and 73 employee shareholders. The ownership structure has not changed since the founding of the firm. Investment management is our only business. Dodge & Cox provides equity, fixed income, and balanced account management services for our clients. In addition to separately managed accounts, Dodge & Cox manages the Dodge & Cox Stock Fund, the Dodge & Cox Balanced Fund, the Dodge & Cox Income Fund, the Dodge & Cox International Stock Fund, the Dodge & Cox Global Stock Fund, the Dodge & Cox Global Bond Fund, and the Dodge & Cox Worldwide UCITS.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
382
$4338
 
Limited Partnership :
0
$0
 
Foundations :
64
$2701
ERISA :
187
$56022
Unions, Taft-Hartley :
71
$5865
Public :
36
$13466
Others :
65
$203539
Total # of Professional : 159 Analysts : 48
Portfolio Managers : 14 Traders : 12
Client Service : 39 Operation : 22

Dodge & Cox Personnel

Ms.  Caitlyn Phan

Client Contact
Tel : 4152737662
Email: ccp@dodgeandcox.com

Dodge & Cox Product Name

U.S. Equity:Privately Managed Accounts
Dodge & Cox International Stock Fund:Privately Managed Accounts
Report Created: April,23 2019.  Copyright Money Manager Review , All rights Reserved.
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