Management |
Domicile | Ireland | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 01/05/2014 | ![](/includes/images/clear.gif) | Fund Advisor(s) | Dodge & Cox |
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Fund Manager | Adam Rubinson | Manager Start Date | 01/05/2014 | Career Start Year | 1997 |
Education | Columbia College, B.A. | 1991, Stanford University, J.D. |
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Biography |
Mr. Rubinson is Vice President of Dodge & Cox. He was Client Portfolio Manager, Research Analyst, and member of USFIIC and GFIIC. He 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 shareholder of the firm and a CFA charterholder. |
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Fund Manager | Lucinda Johns | Manager Start Date | 01/05/2014 | Career Start Year | 2000 |
Education | 2004, University of California–Los Angeles, M.B.A. | 1996, Williams College, B.A. |
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Biography |
Vice President and Associate Director of Fixed Income. Ms. Johns received her B.A. degree (magna cum laude) from Williams College in 1996 and her M.B.A. degree from the University of California, Los Angeles 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 shareholder of the firm and a CFA charterholder. |
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Fund Manager | Matthew Schefer | Manager Start Date | 12/01/2018 | Career Start Year | 2006 |
Education | 2006, Stanford University, B.S. |
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Biography |
Mr. Schefer is Vice President of Dodge & Cox; Research Analyst, and member of Dodge & Cox’s Global Fixed Income Investment Committee (since 2018). He received his B.S. (Phi Beta Kappa) in Mathematics from Stanford University in 2006. Prior to joining Dodge & Cox in 2008, he worked at Citi in the fixed income and foreign exchange divisions. Mr. Schefer is a CFA charterholder and shareholder of the firm. |
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Fund Manager | Jose Ursua | Manager Start Date | 15/01/2020 | Career Start Year | 2014 |
Education | 2005, ITAM, in Mexico, B.A. / J.D | 2011, Harvard University, A.M. / Ph. |
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Biography |
Mr. Ursua received a B.A. degree in Economics and a Law School degree in 2005 (both summa cum laude) from ITAM, 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. |
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Fund Manager | Dana Emery | Manager Start Date | 01/05/2014 | Career Start Year | 1983 |
Education | 1983, Stanford University, B.A. |
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Biography |
Dana M. Emery is President and Trustee, who was Chief Executive Officer, President, and Director of Dodge & Cox; Co‑Director of Fixed Income (until 2020) and member of Dodge & Cox’s U.S. Fixed Income Investment Committee and Dodge & Cox’s Global Fixed Income Investment Committee.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, a CFA charterholder, and a Chartered Investment Counselor. |
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Fund Manager | James Dignan | Manager Start Date | 01/05/2014 | Career Start Year | 1992 |
Education | 1996, Northwestern University (Kellogg), M.B.A. | 1994, New York University, M.A. | 1991, Columbia University, A.B. |
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Biography |
Mr. Dignan is Vice President of Dodge & Cox , who was Client Portfolio Manager, Research Analyst, and member of USFIIC and GFIIC. He graduated from Columbia University in 1991 with an A.B. in Philosophy / Economics. He received an M.A. in Economics from New York University in 1994 and his M.B.A. 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 shareholder of the firm and a CFA charterholder. |
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Fund Manager | Thomas Dugan | Manager Start Date | 01/05/2014 | Career Start Year | 1990 |
Education | 1992, University of California–Berkeley, M.B.A. | 1987, Brown University, B.A. |
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Biography |
Thomas S. Dugan is Senior Vice President and Director of Dodge & Cox; Director of Fixed Income (since 2020), Co‑Director of Fixed Income (2019- 2020), Associate Director of Fixed Income (until 2019), and member of Dodge & Cox’s U.S. Fixed Income Investment Committee and Dodge & Cox’s Global Fixed Income Investment Committee. Mr. Dugan received his B.A. from Brown University in 1987 and his M.B.A. 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 Director and shareholder of the firm and a CFA charterholder. |