| Fund Inception | 05/01/2008 |
| Name of Issuer | Dodge & Cox |
| Fund Advisor(s) | Dodge & Cox |
| Sub-Advisor(s) | -- |
Fund Managers for DODWX
Steven Voorhis
Portfolio Manager since 05/01/2008
Steven C. Voorhis serves as Senior Vice President and Director of Research at Dodge & Cox. He joined the firm in 1996. Mr. Voorhis received his B.A. and M.A. degrees from Stanford University in 1992 and earned his M.B.A. from Harvard Business School in 1996. Prior to entering graduate school, he worked at Goldman Sachs as a financial analyst.
Mr. Voorhis is a CFA charterholder.
Lily Beischer
Portfolio Manager since 05/01/2008
Lily S. Beischer serves as Vice President of Dodge & Cox and is a shareholder of the firm. Ms. Beischer received her B.A. degree (cum laude) from Yale University in 1992 and earned her M.B.A. and J.D. degrees (cum laude) from Harvard University in 1998. Prior to entering graduate school, she worked at McKinsey & Company as a management consultant. Ms. Beischer joined Dodge & Cox in 1998, left the firm in 1999 to work at Looksmart, Inc., and rejoined Dodge & Cox in 2001. During her tenure, she has served as a Research Analyst and has been a member of the firm’s Global Equity Investment Committee. Ms. Beischer is a member of the State Bar of California and the American Bar Association (both inactive). She holds the CFA designation.
Roger Kuo
Portfolio Manager since 02/15/2010
Roger G. Kuo serves as Chief Executive Officer and President of Dodge & Cox. He joined the firm in 1998. Mr. Kuo received his B.A. degree (magna cum laude) from Harvard College in 1993 and earned his M.B.A. from Harvard Business School in 1998. Prior to entering graduate school, he worked at Bear Stearns as a financial analyst. During his tenure at Dodge & Cox, Mr. Kuo has held several senior leadership and investment roles, including Senior Vice President and Director (since 2016) and Vice President. He has served as a Research Analyst and has been a member of the firm’s Global Equity Investment Committee and International Equity Investment Committee. In addition, Mr. Kuo is President, Chair, and a Trustee of the Dodge & Cox Funds. He is a CFA charterholder.
David Hoeft
Portfolio Manager since 01/31/2016
David C. Hoeft serves as Chair and Chief Investment Officer at Dodge & Cox. He joined the firm in 1993. Mr. Hoeft received his B.A. degree (Phi Beta Kappa) from the University of Chicago in 1989 and earned his M.B.A. from Harvard Business School in 1993. Prior to entering graduate school, he worked for two years as a consultant to the energy industry. Over his tenure at Dodge & Cox, Mr. Hoeft has held a number of senior leadership roles, including Senior Vice President and Director, Associate Director of Research (until 2019), and membership on the firm’s U.S. Equity Investment Committee (USEIC), Global Equity Investment Committee (GEIC), and Balanced Investment Committee (BIC) since May 2022. He has served as Chief Investment Officer since 2022. Mr. Hoeft is a CFA charterholder.
Raymond Mertens
Portfolio Manager since 05/01/2021
Raymond J. Mertens serves as Senior Vice President of Dodge & Cox. He joined the firm in 2003. Mr. Mertens received his A.B. (Bachelor of Arts) degree from Harvard College in 1994 and earned his M.B.A. from Harvard Business School in 2003. Prior to entering graduate school, he held several investment-related roles, including serving as a Director at Idealab, a Private Equity Associate at TA Associates, and an Investment Banking Analyst at Alex. Brown.
Mr. Mertens is a CFA charterholder.
