| Fund Inception | 05/01/2014 |
| Name of Issuer | Dodge & Cox |
| Fund Advisor(s) | Dodge & Cox |
| Sub-Advisor(s) | -- |
Fund Managers for DODLX
James Dignan
Portfolio Manager since 05/01/2014
Mr. Dignan serves as Vice President of Dodge & Cox. He joined the firm in 1999 and is a shareholder. He graduated from Columbia University in 1991 with an A.B. degree in Philosophy and Economics, received an M.A. in Economics from New York University in 1994, and earned his M.B.A. from Northwestern University’s J.L. Kellogg Graduate School of Management in 1996. Prior to joining Dodge & Cox, Mr. Dignan worked in portfolio management at Fannie Mae. During his tenure at Dodge & Cox, Mr. Dignan has served as a Client Portfolio Manager and Research Analyst, and has been a member of the firm’s U.S. Fixed Income Investment Committee (USFIIC) and Global Fixed Income Investment Committee (GFIIC). He is a CFA charterholder.
Adam Rubinson
Portfolio Manager since 05/01/2014
Mr. Rubinson serves as Vice President of Dodge & Cox. He joined the firm in 2002 and is a shareholder. He received his B.A. degree (summa cum laude) from Columbia College in 1988 and earned his J.D. from Stanford Law School in 1991. From 1991 to 1997, Mr. Rubinson practiced corporate law at Sullivan & Cromwell. Prior to joining Dodge & Cox, he worked in the fixed income and investment banking divisions of Goldman Sachs. During his tenure at Dodge & Cox, Mr. Rubinson has served as a Client Portfolio Manager and Research Analyst, and has been a member of the firm’s U.S. Fixed Income Investment Committee (USFIIC) and Global Fixed Income Investment Committee (GFIIC). He is a CFA charterholder.
Lucinda Johns
Portfolio Manager since 05/01/2014
Ms. Johns serves as Vice President and Associate Director of Fixed Income at Dodge & Cox. She rejoined the firm in 2004 and is a Director and shareholder.
She received her B.A. degree (magna cum laude) from Williams College in 1996 and earned her M.B.A. from the University of California, Los Angeles Anderson School of Management in 2004. Prior to entering graduate school, Ms. Johns 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 is a CFA charterholder.
Matthew Schefer
Portfolio Manager since 01/31/2018
Mr. Schefer serves as Vice President of Dodge & Cox. He joined the firm in 2008 and is a shareholder. He received his B.S. degree (Phi Beta Kappa) in Mathematics from Stanford University in 2006 and earned his M.B.A. jointly from the University of California, Los Angeles and the National University of Singapore in 2018. Prior to joining Dodge & Cox, Mr. Schefer worked at Citi in the fixed income and foreign exchange divisions. During his tenure at Dodge & Cox, Mr. Schefer has served as a Research Analyst and has been a member of the firm’s Global Fixed Income Investment Committee (since 2018). He is a CFA charterholder.
Jose Ursua
Portfolio Manager since 01/31/2020
Mr. Ursua received a Law School and B.A. degree in Economics 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. 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. After graduate school, 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 and is a shareholder of the firm. Ms. Yang received her B.A. degree from Cornell University in 2008 and her M.S. degree in Economics from the London School of Economics in 2013. Prior to joining Dodge & Cox in 2014, she worked for two years each at Barclays Capital as an international economic analyst and at Duquesne Capital Management as a macro research analyst. Ms. Yang is a shareholder of the firm and a CFA charterholder.
Mimi Yang
Portfolio Manager since 05/01/2023
Ms. Yang received her B.A. degree from Cornell University in 2008 and her M.S. degree in Economics from the London School of Economics in 2013. Prior to joining Dodge & Cox in 2014, she worked for two years each at Barclays Capital as an international economic analyst and at Duquesne Capital Management as a macro research analyst. Ms. Yang is a CFA charterholder.
