Dodge and Cox changes their approach to the Balanced Fund

[mrbilbobaggins]

Credit to MFO poster.


www.mutualfundobserver.com/discuss/discussion/59068/dodge-and-cox-changes-their-approach-to-the-balanced-fund

[alvinthechipmunk]

www.dodgeandcox.com/pdf/white_papers/balanced_fund_evolving_our_approach.pdf

I'd don't think much about this move. The purpose is not clear. The statement reads like it was composed by a committee. "A camel is a horse put together by a committee." 

[alvinthechipmunk]

I did not see this, and started a new thread. Let the Administrator move it or delete my contribution. I'm not sure how to do that. And maybe only Administrators have the capability? Anyhow, I'm skeptical re: the shift.

[roi2020]

The fund is currently managed by Dodge & Cox's U.S. Equity and Fixed Income Investment Committees which consist of 17 members.
The upcoming Balanced Fund Investment Committee is more streamlined with only 7 members.
It now includes two individuals from the Portfolio Strategy group which focuses on risk and asset allocation research.
Perhaps Dodge & Cox wants to increase emphasis on risk/asset allocation with the addition of these Portfolio Strategy group individuals?

[chang]

Jan 11, 2022 19:53:48 GMT alvinthechipmunk said:

I did not see this, and started a new thread. Let the Administrator move it or delete my contribution. I'm not sure how to do that. And maybe only Administrators have the capability? Anyhow, I'm skeptical re: the shift.

alvinthechipmunk I merged your other post into this thread, as you suggested. Your post was in the Balanced/Allocation Funds forum, which would also be a good place for it ... but on the whole it will be more useful to have one thread about DODBX, not two. I don't think you can move a post (although, of course, you can delete one and re-post it).