DODGE & COX - Key Persons


Adam Rubinson

Job Titles:
  • Investment Committee Member, Fixed Income Analyst
Mr. Rubinson received his B.A. degree (summa cum laude) from Columbia College in 1988 and his J.D. degree from the Stanford Law School in 1991. From 1991 to 1997 he practiced corporate law at Sullivan & Cromwell. Prior to joining Dodge & Cox in 2002, he worked in the fixed income and investment banking divisions of Goldman Sachs. Mr. Rubinson is a Vice President and shareholder of the firm and a CFA charterholder.

Ben Garosi

Job Titles:
  • Investment Committee Member, Global Industry Analyst

Bert Bangayan

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Mr. Bangayan received his B.A. degree in Applied Mathematics and Economics from Harvard College in 1999. Prior to joining Dodge & Cox, he worked as an equity research associate at Epoch Partners. Mr. Bangayan joined Dodge & Cox in 2002 as a research associate and assumed equity research responsibilities in 2006. Mr. Bangayan is a Vice President and shareholder of the firm and a CFA charterholder.

Dana Emery

Job Titles:
  • Chairman and Chief Executive Officer President
  • Chairman and Chief Executive Officer, Investment Committee Member, D & C Board Member
  • President, Investment Committee Member, Global Industry Analyst, D & C Board Member
Mr. Kuo received his B.A. degree (magna cum laude) from Harvard College in 1993 and his M.B.A. degree in 1998 from the Harvard Business School. Prior to graduate school, he worked at Bear Stearns as a financial analyst. He joined Dodge & Cox in 1998. Mr. Kuo is a President, Director, and shareholder of the firm, and a CFA charterholder. Ms. Emery received her B.A. degree from Stanford University in 1983. She joined Dodge & Cox in 1983. Ms. Emery is President and a Trustee of the Dodge & Cox Funds. She is a Director and shareholder of the firm, and a CFA charterholder.

David Hoeft

Job Titles:
  • Chief Investment Officer, Investment Committee Member, D & C Board Member
Mr. Hoeft received his B.A. degree (Phi Beta Kappa) from the University of Chicago in 1989 and his M.B.A. degree from the Harvard Business School in 1993. Prior to entering graduate school, he worked for two years as a consultant to the energy industry. He joined Dodge & Cox in 1993. Mr. Hoeft is a Senior Vice President, Director, and shareholder of the firm, and a CFA charterholder.

Diana Strandberg

Job Titles:
  • Director of International Equity, Investment Committee Member, D & C Board Member
Ms. Strandberg graduated from the University of California, Berkeley (Phi Beta Kappa) in 1981 and received her M.B.A. degree from the Harvard Business School in 1986. After two years as a securities analyst at the First Boston Corporation, she joined Dodge & Cox in 1988. Ms. Strandberg is a Senior Vice President of the Dodge & Cox Funds. She is a Director and shareholder of the firm and a CFA charterholder.

Jim Dignan

Job Titles:
  • Investment Committee Member, Fixed Income Analyst
Mr. Dignan graduated from Columbia University in 1991 with an A.B. degree in Philosophy/Economics. He received an M.A. degree in Economics from New York University in 1994 and his M.B.A. degree from Northwestern's J.L. Kellogg Graduate School of Management in 1996. Prior to joining Dodge & Cox in 1999, he worked in portfolio management for Fannie Mae. Mr. Dignan is a Vice President and shareholder of the firm and a CFA charterholder.

Jose Ursua

Job Titles:
  • Investment Committee Member, Fixed Income Analyst
Mr. Ursua received a B.A. degree in Economics and a Law School degree in 2005 (both summa cum laude) from the Instituto Tecnológico Autónomo de México, in Mexico. In addition, he received both A.M. and Ph.D. degrees in Economics from Harvard University in 2008 and 2011, respectively. Prior to graduate school, he worked as an economist at Mexico's Central Bank and Finance Ministry. More recently, he was a member of the Global Economics and Markets research group at Goldman Sachs in New York. Mr. Ursua joined Dodge & Cox in 2014. He is a Vice President and shareholder of the firm.

Karim Fakhry

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Mr. Fakhry received his B.A. degree (Phi Beta Kappa) in Economics from Stanford University in 1998 and his M.B.A. degree from the Harvard Business School in 2005. Prior to joining Dodge & Cox in 2005, he worked at Morgan Stanley, Webvan Group, and Calera Capital. He is a Vice President and shareholder of the firm.

Karol Marcin

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Global Equity Investment Committee We believe investors benefit from our team-based approach to managing investments. Through close collaboration and debate, we bring our best ideas forward. The primary responsibilities of the Committee, whose members' average tenure at Dodge & Cox is 24 years, include: Setting and reviewing global equity investment strategy, and continually assessing opportunities and risks to the portfolio. Evaluating and debating analyst recommendations and analyses to collaborate on buy, sell, and position-sizing decisions across individual holdings, sectors, and countries. Overseeing the strategy's implementation and monitoring portfolio holdings, making changes when appropriate. Mr. Marcin received his B.A. degree (summa cum laude) from Whitman College in 1995 and his M.B.A. degree from the Stanford Graduate School of Business in 2000. Prior to entering graduate school, he worked for three years as a financial analyst with Salomon Brothers. Mr. Marcin joined Dodge & Cox in 2000. He is a Vice President and shareholder of the firm and a CFA charterholder.

Katie McCarthy

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Ms. McCarthy received her B.A. degree in Economics from Stanford University in 2001 and her M.B.A. degree from the Stanford Graduate School of Business in 2007. Prior to graduate school, she worked at Merrill Lynch and Palladium Equity Partners. Ms. McCarthy joined Dodge & Cox in 2007. She is a Vice President and shareholder of the firm and a CFA charterholder.

Keiko Horkan

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Ms. Horkan received her B.A. and M.A. degrees in law from Keio University, Tokyo in 1993 and 1995 and an M.B.A. degree from the Stanford Graduate School of Business in 2000. Prior to entering business school, she worked for Booz Allen & Hamilton as a management consultant. Ms. Horkan joined Dodge & Cox in 2000. She is a Vice President and shareholder of the firm and a CFA charterholder.

Lily Beischer

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Ms. Beischer received her B.A. degree (cum laude) from Yale University in 1992 and her M.B.A. and J.D. (cum laude) degrees from Harvard in 1998. Prior to graduate school, she worked for McKinsey & Company as a management consultant. Ms. Beischer joined Dodge & Cox in 1998, left the firm to work at Looksmart, Inc. in 1999, and then rejoined Dodge & Cox in 2001. Ms. Beischer is a member of the State Bar of California Bar (inactive). She is a Vice President and shareholder of the firm and a CFA charterholder.

Lucy Johns

Job Titles:
  • Associate Director of Fixed Income, Investment Committee Member, D & C Board Member
Ms. Johns received her B.A. degree (magna cum laude) from Williams College in 1996 and her M.B.A. degree from the UCLA Anderson School of Management in 2004. Prior to graduate school, she worked for approximately two years each at Merrill Lynch as a financial analyst, Dodge & Cox as a research assistant, and NBC Internet as a Senior Product Manager. Ms. Johns rejoined Dodge & Cox in 2004. She is a Senior Vice President and shareholder of the firm and a CFA charterholder. Global Fixed Income Investment Committee We believe investors benefit from our team-based approach to managing investments. Through close collaboration and debate, we bring our best ideas forward. The primary responsibilities of the Global Fixed Investment Committee, whose members' average tenure at Dodge & Cox is 22 years, are to: Set broad portfolio strategy, including individual issuer targets, sector weightings, currency exposures, duration, and other portfolio characteristics. Diversify the portfolio prudently across issuers, sectors, geographies, and economic exposures. Carefully monitor and evaluate portfolio exposures and risks through regular scenario analyses, stress testing, and risk modelling, making changes when appropriate. Oversee the strategy's implementation through close collaboration with our trading team.

Matt Schefer

Job Titles:
  • Investment Committee Member, Fixed Income Analyst
Mr. Schefer received his B.S. degree (Phi Beta Kappa) in Mathematics from Stanford University in 2006 and M.B.A. degrees from the University of California, Los Angeles and the National University of Singapore in 2018. Prior to joining Dodge & Cox in 2008, he worked at Citi in the fixed income and foreign exchange divisions. Mr. Schefer is a Vice President and shareholder of the firm and a CFA charterholder.

Mike Kiedel

Job Titles:
  • Investment Committee Member, Fixed Income Analyst

Nils Reuter

Job Titles:
  • Investment Committee Member, Trader, Fixed Income Analyst
Mr. Reuter received B.A. degrees from Brown University in Biology and Sociology in 2001 and his M.B.A. degree (with honors) from the Haas School of Business at the University of California, Berkeley in 2016. He joined Dodge & Cox in 2003. Mr. Reuter is a Vice President and shareholder of the firm and CFA charterholder.

Paritosh Somani

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Mr. Somani received his B.S. and M.Eng. degrees in Electrical Engineering and Computer Science from MIT in 2001 and his M.B.A. degree from the Stanford Graduate School of Business in 2007. Prior to graduate school, he worked as a private equity associate at Francisco Partners and as a corporate finance analyst at Morgan Stanley. Mr. Somani joined Dodge & Cox in 2007. He is a Vice President and shareholder of the firm and a CFA charterholder.

Phil Barret

Job Titles:
  • Investment Committee Member, Global Industry Analyst, D & C Board Member
Mr. Barret received his B.A. degree (magna cum laude) from Washington and Lee University in 1998 and his M.B.A degree from the Stanford Graduate School of Business in 2004. Between degrees, he worked as a financial analyst at JP Morgan and American Securities Capital Partners, LLC. Mr. Barret joined Dodge & Cox in 2004. He is a Senior Vice President and shareholder of the firm and a CFA charterholder.

Rameez Dossa

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Mr. Dossa received his B.S. degree (magna cum laude) in Economics from the Wharton School at the University of Pennsylvania in 2005 and his M.B.A. degree from Harvard Business School in 2013. Prior to graduate school, he worked as a private equity and distressed credit associate at TPG Capital and as an investment banking analyst at Goldman Sachs. Mr. Dossa joined Dodge & Cox in 2013. He is a Vice President and shareholder of the firm and a CFA charterholder.

Ray Mertens

Job Titles:
  • Investment Committee Member, Global Industry Analyst, D & C Board Member
Mr. Mertens received his A.B. degree from Harvard College in 1994 and his M.B.A. degree from the Harvard Business School in 2003. Prior to graduate school, he worked as a Director at Idealab, as a private equity Associate at TA Associates, and as an Investment Banking analyst at Alex. Brown. He joined Dodge & Cox in 2003. Mr. Mertens is a Senior Vice President and shareholder of the firm and a CFA charterholder.

Robert Turley

Job Titles:
  • Investment Committee Member, Portfolio Strategy Analyst
Mr. Turley received his B.A. degree (magna cum laude) in Mathematics and Economics from Brigham Young University in 2003, his M.B.A degree from the New York University Stern School of Business in 2008, and his A.M. and Ph.D. degrees in Business Economics from Harvard in 2011 and 2013. Prior to his doctoral studies, he worked as a member of the Quantitative Investment Strategies team at Goldman Sachs. Mr. Turley joined Dodge & Cox in 2013. He is a Vice President and shareholder of the firm and a CFA charterholder.

Roberta R. Kameda

Job Titles:
  • General Counsel, Dodge & Cox, 555 California Street, 40th Floor, San Francisco, CA 94104

Sophie Chen

Job Titles:
  • Investment Committee Member, Global Industry Analyst
Ms. Chen received her B.A. degree (summa cum laude) in Economics and Mathematics from Mount Holyoke College in 2006 and her M.B.A. degree from the Stanford Graduate School of Business in 2012. Prior to joining Dodge & Cox in 2012, she worked at Tiger Asia Management as a Director covering Chinese Equities, and previously at JP Morgan as an Investment Banking Analyst in the Consumer & Healthcare Group. Ms. Chen is a Vice President and shareholder of the firm and a CFA charterholder. Emerging Markets Equity Investment Committee We believe investors benefit from our team-based approach to managing investments. Through close collaboration and debate, we bring our best ideas forward. The primary responsibilities of the Committee, whose members' average tenure at Dodge & Cox is 19 years, include: Setting and reviewing emerging markets investment strategy, and continually assessing opportunities and risks to the portfolio. Evaluating and debating analyst recommendations to make buy, sell, and position-sizing decisions across individual holdings, sectors, and countries. Overseeing the strategy's implementation, making changes when appropriate. Our Committee members are Dodge & Cox shareholders and invest in the Emerging Market Stock Fund.

Stephen Haswell

Job Titles:
  • Director / Dodge & Cox Worldwide Investments Ltd.

Steve Voorhis

Job Titles:
  • Director of Research, Investment Committee Member
Mr. Voorhis received his B.A. and M.A. degrees from Stanford University in 1992 and his M.B.A from the Harvard Business School in 1996. Prior to graduate school, he worked at Goldman Sachs as a financial analyst. He joined Dodge & Cox in 1996. Mr. Voorhis is a Senior Vice President and shareholder of the firm and a CFA charterholder.

Tom Dugan

Job Titles:
  • Director of Fixed Income, Investment Committee Member, D & C Board Member
Mr. Dugan received his B.A. degree from Brown University in 1987 and his M.B.A. degree from the University of California, Berkeley in 1992. Before graduate school he worked as a fixed income securities trader for J.P. Morgan Securities. Prior to joining Dodge & Cox in 1993, he worked in the Czech Republic as an advisor to a Czech investment fund. Mr. Dugan is a Senior Vice President, Director, and shareholder of the firm, and a CFA charterholder.

Tom Powers

Job Titles:
  • Investment Committee Member, Portfolio Strategy and Macro Analyst
Mr. Powers received his B.S. degree in Applied Mathematics from Yale University in 2009 and a Ph.D. degree in Business Economics from Harvard University in 2016. Between degrees, he worked as an analyst at Goldman Sachs Asset Management for two years. Mr. Powers joined Dodge & Cox in 2016.

Tony Brekke

Job Titles:
  • Investment Committee Member, Fixed Income Analyst
Mr. Brekke received his B.A. degree from the University of Iowa in 1997 and his M.B.A. degree from the Haas School of Business at the University of California, Berkeley in 2003. He joined Dodge & Cox in 2003. Mr. Brekke is a Vice President and shareholder of the firm and a CFA charterholder.