Dodge & Balanced is managed by a capable and experienced team that continues to evolve this strategy’s investment approach to better investor outcomes. The strategy is guided by the Dodge & Cox Fund Investment Committee, which was created in May 2022 and brings together senior equity, fixed-income, and quantitative investors, all of whom invest more than USD 1 million in the fund. That alignment strengthens shareholder interests, while the committee benefits from broad input through bottom-up equity research, credit analysis, and quantitative oversight. Still, most security-selection and risk-sizing decisions remain largely within the underlying equity and fixed-income sleeves, limiting the committee's role as a truly integrated multi-asset allocator.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODBX’s performance objective and investment process is for both security selection and portfolio construction.
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