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Dodge & Cox Profile

Last update on: Jun 18 2020

One of my favorite mutual fund firms is Dodge & Cox. Their stock fund consistently has beaten the S&P 500 over an extended period. The firm charges low fees, and its winning investment style has continued to excel through several generations of management. Read the profile.

The old-school investment firm does virtually nothing to promote or market its six modestly priced, actively-managed mutual funds.

“Every large mutual fund manager either advertises, pays brokers or does both,” said Charles F. Pohl, the chairman of Dodge & Cox. “We are the only one that does neither of those things — it’s just a different business model.”

To underscore his point, Mr. Pohl described a recent encounter with an executive from a rival fund company, whom he declined to identify. Mr. Pohl’s peer proudly described the way that new technology allowed him to track, in real time, how its vast portfolio of mutual funds, and their many share classes, were selling across the country.

 

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