Each January, Dodge & Cox announces personnel changes, including expected retirements and moves affecting its investment committees. Its 2022 plans include a key equity investor’s retirement and the creation of its seventh investment committee. The transparency and gradual transitions reinforce Dodge & Cox’s High Parent rating; the Morningstar Analyst Ratings for its funds are unchanged.
Will DODIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DODIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DODIX’s parent organization’s priorities and whether they’re in line with investors’ interests.