Our guest on this week’s podcast today is Dana Emery, chief executive officer, president, and co-director of fixed income at Dodge & Cox. Dodge & Cox is a privately held firm that was founded in 1930; it manages six mutual funds and separately managed accounts. The firm uses a value-oriented approach across asset classes.

Dana joined Dodge & Cox in 1983 and serves as comanager on Dodge & Cox Income DODIX, Dodge & Cox Balanced DODBX, and Dodge & Cox Global Bond DODLX; she became Dodge & Cox’s chief executive officer in 2013. She is also president and a trustee of the Dodge & Cox Funds.

Background
Dana Emery Bio

Dodge & Cox Overview

Morningstar Analyst Report for Dodge & Cox Income 
Morningstar Analyst Report for Dodge & Cox Balanced 
Morningstar Analyst Report for Dodge & Cox Global Bond

Stewardship
“Here’s What Warren Buffett’s Hero Jack Bogle Is Most Worried About in the Markets Right Now,” by John Melloy, CNBC.com, March 21, 2017.

“Dodge & Cox: Built to Last,” by Andrew Daniels, Morningstar.com, Nov. 16, 2017.

“Is Any Mutual Fund Company Better Than Vanguard? 1 Comes Close,” by Daren Fonda, Barron’s, Sept. 7, 2019.

“An Old School Investment Manager That Builds Wealth Quietly,” by Landon Thomas, Jr., The New York Times, Oct. 13, 2017.

“The Top Fund Families,” by Michael Laske, Morningstar blog, Feb. 22, 2019.

“Morningstar Fund Family 150,” Morningstar Direct, July 1, 2019.

Dodge & Cox “People” Page (including management tenure and fund ownership), Morningstar.com

Dodge & Cox “Parent” Page, Morningstar.com

Portfolio Management and Strategy
"Investment Risk Management," Dodge & Cox, April 2017

Government-sponsored enterprise (GSE), Wikipedia.

Senior and Subordinated Debt, Corporate Finance Institute.

"Finding Value in BBB Debt--Not All Corporate Bonds Are Created Equal," Dodge & Cox, October 2019.

"A Value Investor’s Case for European Financials," Dodge & Cox, April 2019.

"Understanding the Case for Active Management," Dodge & Cox, October 2016. 
 

Women in Fund Management
“Fund Family with 25% Women Managers Far Exceeds Industry Average,” by Liz Skinner, InvestmentNews, June 2, 2015. 

“Who Runs Mutual Funds? Very Few Women,” by Jeff Sommer, The New York Times, May 4, 2018.

Girls Who Invest 
 

ESG
"Evaluating Environmental, Social, and Governance Factors as Active Owners," Dodge & Cox, April 2018.

"Dodge & Cox’s Approach to Evaluating ESG Factors," Dodge & Cox, January 2019.

 

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