Dodge & Cox Worldwide US Stock Fund GBP Inc

Name
Dodge & Cox Worldwide US Stock Fund GBP Inc
Manager
Dodge & Cox
Type
Open Ended Investment Company
ISIN
IE00B51BJD26
Sector
North America
Launched
02/12/2013
OCF
0.63 %
Risk Rating
4
3 Year Sharpe
0.70
3 Year Alpha
0.12
Yield
0.9 %
Benchmark
S&P 500 TR USD
The investment seeks long-term growth of principal and income.
Holding %
Wells Fargo & Co 3.97 %
Capital One Financial Corp 3.58 %
Alphabet Inc Class C 3.53 %
Charles Schwab Corp 3.49 %
Microsoft Corp 3.28 %
Comcast Corp Class A 3.26 %
FedEx Corp 3.12 %
Charter Communications Inc A 3.11 %
Bank of America Corporation 3.09 %
Occidental Petroleum Corp 3.07 %
Region %
United States 95.09 %
Sector %
Financial Services 27.51 %
Technology 20.79 %
Healthcare 17.55 %
Energy 10.38 %
Industrials 8.36 %
Communication Services 8.01 %
Consumer Cyclical 5.23 %
Name
Dodge & Cox
Address
94104, San Francisco, United States
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Benjamin Garosi
Joined 01/15/2019

Benjamin V. Garosi, is Vice President of Dodge & Cox; Research Analyst and member of USEIC (since January 2019). Mr. Garosi received his B.A. degree (Phi Beta Kappa) in Economics from the University of California, Berkeley in 2002 and his M.B.A. degree from the Harvard Business School in 2009. Prior to graduate school, he worked at Blum Capital Partners and Goldman Sachs. Mr. Garosi joined Dodge & Cox in 2009. He is a shareholder of the firm and a CFA charterholder.

Karol Marcin
Joined 01/12/2018

Mr. Marcin received his B.A. (summa cum laude) from Whitman College in 1995 and his M.B.A. 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. Mr. Marcin is a shareholder of the firm and a CFA charterholder.

Kathleen McCarthy
Joined 01/15/2016

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 and is a shareholder of the firm and a CFA charterholder.

Philippe Barret
Joined 02/01/2013

Philippe Barret, Jr., Vice President — 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 financial analyst at JP Morgan and American Securities Capital Partners, LLC. Mr. Barret joined Dodge & Cox in 2004. He is a shareholder of the firm and holds the CFA® designation.

Steven Voorhis
Joined 12/01/2010

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 shareholder of the firm and a CFA charterholder.

Diana Strandberg
Joined 12/01/2010

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.

Wendell Birkhofer
Joined 12/01/2010

Mr. Birkhofer received his B.A. degree from Stanford University in 1978 and his M.B.A. from the Stanford Graduate School of Business in 1987. Prior to entering the M.B.A. program, he worked for six years with Wen Birkhofer & Co., an investment broker dealer firm in Los Angeles. He joined Dodge & Cox in 1987. Mr. Birkhofer is a former member of the Board of Governors of the Investment Adviser Association. He is a shareholder of the firm, a CFA charterholder, and a Chartered Investment Counselor.

Bryan Cameron
Joined 12/01/2010

Mr. Cameron received his B.A. degree in Economics from the University of California, Davis in 1980 and his M.B.A. from the Stanford Graduate School of Business in 1983. Mr. Cameron worked for Dodge & Cox for one year before entering the M.B.A. program and rejoined the firm in 1983. He is a shareholder of the firm and a CFA charterholder.

Charles Pohl
Joined 12/01/2010

Mr. Pohl received his B.A. degree in 1980 and his M.B.A. degree in 1981 from the University of Chicago. He was with Wells Fargo Investment Advisors from 1981 until joining Dodge & Cox in 1984. Mr. Pohl is Chairman and a Trustee of the Dodge & Cox Funds. He is a Director and shareholder of the firm and a CFA charterholder.

David Hoeft
Joined 12/01/2010

Mr. Hoeft received his B.A. degree (Phi Beta Kappa) from the University of Chicago in 1989 and his M.B.A. 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. He is a Director and shareholder of the firm and a CFA charterholder.

Data provided by Morningstar.

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