About this episode
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.