Mutual Fund

Dodge & Cox

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Venture Capital

Stage Focus
Early Stage, Growth, Late Stage

Geographical Focus
United States, United Kingdom, Japan

Industries Focus

  • Financial Services
  • Technology
  • Healthcare

Investment Size:
5,000,000 to 50,000,000 USD

Investor Details Founded: 1930

Dodge & Cox is a privately held investment management firm founded in 1930 by Van Duyn Dodge and E. Morris Cox. Headquartered in San Francisco, California, the firm specializes in value investing, employing a contrarian approach to identify companies with strong long-term prospects that may be temporarily undervalued. ([iift.ai](https://iift.ai/billionaire-investor-dodge-cox-1/?utm_source=openai))

The firm's investment philosophy centers on a value-oriented approach, conducting deep fundamental research to identify undervalued securities with strong long-term potential. Dodge & Cox maintains a long-term investment horizon, typically three to five years, and employs a rigorous price discipline to capitalize on market inefficiencies. Risk management is embedded in their process, focusing on avoiding permanent loss of capital and mitigating downside risks. ([iift.ai](https://iift.ai/billionaire-investor-dodge-cox-1/?utm_source=openai))

Portfolio Companies
  • The Charles Schwab Corporation
  • Johnson Controls International
  • Wells Fargo & Company
  • Alphabet Inc.
  • Fidelity National Information Services