Dodge & Cox

Dodge & Cox

Dodge & Cox
Last update 2020-07-09 178 Stocks (3 new)
Value $92.13 Bil Turnover 9 %
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Dodge & Cox Profile

Dodge & Cox was founded in 1930, by Van Duyn Dodge and E. Morris Cox. As of March 2006, Dodge & Cox managed over $104 billion in separate accounts and mutual funds.

Dodge & Cox Investing Philosophy

Dodge & Cox employs a team research approach in making investment decisions. The investment decisions are made by the Investment Policy Committee. The nine members of this committee include Wendell W. Birkhofer, Bryan Cameron, John A. Gunn, Harry R. Hagey, David C. Hoeft, Kenneth E. Olivier, Charles F. Pohl, Gregory R. Serrurier, and Diana S. Strandberg. Dodge & Cox believe that a well-tuned, group decision making process enhances individual thinking and moves the portfolio beyond dependence on any single person. The Dodge & Cox team is guided both in what they buy and what they sell by an ongoing search for superior relative value, steering clear of popular choices that come at a price they would rather not pay. Investing when valuations are low creates greater potential for capital appreciation. They look to be long-term owners of companies whose current valuations don’t reflect their long-term earnings and cash-flow prospects.
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Performance of Dodge & Cox Stock FUND

Year Return % S&P500 % Excess Gain %
2019 24.8 30.58 -5.8
2018 -7.08 -4.57 -2.5
2017 18.32 21.7 -3.4
3-Year Cumulative (2017-2019) 37.21 (11.12/Year) 51.65 (14.89/Year) -14.42 (-3.77/Year)
2016 21.27 12 9.3
2015 -4.47 1.24 -5.7
5-Year Cumulative (2015-2019) 58.96 (9.71/Year) 71.96 (11.45/Year) -12.98 (-1.72/Year)
2014 10.43 13.46 -3
2013 40.55 32.31 8.2
2012 22.01 15.99 6
2011 -4.08 1.9 -6
2010 13.49 15.05 -1.6
10-Year Cumulative (2010-2019) 227.68 (12.60/Year) 251.03 (13.38/Year) -23.33 (-0.78/Year)
2009 31.27 26.35 4.9
2008 -43.31 -36.79 -6.5
2007 0.14 5.15 -5
2006 18.53 15.84 2.7
2005 9.37 4.83 4.5
15-Year Cumulative (2005-2019) 216.56 (7.99/Year) 257.98 (8.87/Year) -41.42 (-0.86/Year)
2004 19.17 10.7 8.5
2003 32.34 28.18 4.2
2002 -10.54 -21.58 11
2001 9.33 -11.76 21.1
2000 16.31 -9.75 26.1
20-Year Cumulative (2000-2019) 467.94 (9.07/Year) 217.22 (5.94/Year) 250.72 (3.13/Year)
1999 20.21 20.38 -0.2
1998 5.4 28.69 -23.3
1997 28.4 33.49 -5.1
1996 22.27 22.5 -0.2
1995 33.52 38.06 -4.5
25-Year Cumulative (1995-2019) 1408.40 (11.47/Year) 1009.46 (10.10/Year) 398.94 (1.37/Year)
1994 5.17 0.38 4.8
1993 18.33 10.08 8.2
1992 10.82 7.62 3.2
1991 21.47 30.47 -9
1990 -5.09 -3.1 -2
30-Year Cumulative (1990-2019) 2298.30 (11.17/Year) 1568.00 (9.83/Year) 730.30 (1.34/Year)
1989 26.94 31.69 -4.8
1988 13.76 16.61 -2.9
1987 11.95 5.1 6.8
1986 18.31 18.6 -0.3
1985 37.86 31.6 6.3
35-Year Cumulative (1985-2019) 6223.75 (12.58/Year) 4101.73 (11.27/Year) 2122.02 (1.31/Year)
1984 5.18 6.1 -0.9
1983 26.54 22.4 4.1
1982 22.07 21.4 0.7
1981 -2.57 -5 2.4
1980 33.19 32.3 0.9

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