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Dodge & Cox: Valuations Attractive in Technology

Dodge & Cox's Charles Pohl and Diana Strandberg say growth potential from innovation and better valuations led the portfolios to tech stocks recently.

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Dan Culloton: Technology is an area that you also mentioned as an area of interest for all of the stock portfolios. It's also an area that you wouldn't necessarily equate with a value investor like Dodge & Cox. What is it that's attracting you to technology, and what are the sorts of companies that you're finding in your portfolios right now?

Diana Strandberg: Will it shock you if I start by saying, valuation is very attractive in technology today? We think, again, valuation, when we think about technology--growth drivers are typically innovation led, typically very disruptive types of innovation.

Dan Culloton has a position in the following securities mentioned above: DODFX. Find out about Morningstar’s editorial policies.