Manager Research
We provide detailed institutional-quality global investment manager research and fund ratings. Based in South Africa and the UK,
all members of our manager research team have over ten years of investment experience.
all members of our manager research team have over ten years of investment experience.
Fund Manager: Dodge & Cox
Date: 15 October 2017
Attendees: James Rushmere
| Funds Reviewed | Old Rating | New Rating |
| Dodge & Cox Global Stock | Tier 1 | Tier 1 |
We have retained our Tier 1 rating on the fund.
Some minor concerns we had with the team before was that the atmosphere was very collegiate (agreeable, consensual, team-based). This, in our view, discouraged individuals from expressing independent views and from being accountable for their stock selection. This concern has been addressed by implementing blind voting when making investment decisions and by ranking analysts relative to their stock picks to improve accountability.
Dodge & Cox Reviewed
13 Dec 2017