June 25, 2025 | 4:00 PM - 4:20 PM

Lasting Legacies: The Evolution of Investment Icons

Since its 1930 founding, Dodge & Cox has never followed the herd. Its focused, low-turnover strategies have been staples among institutional portfolios for decades and have delivered enviable performance while most actively managed peers have struggled. In this session, we’llchat with CEO and Chair Dana Emery as she prepares to hand the reins at yearend to Dodge & Cox's next generation of leaders. We'll discuss why the Dodge & Cox model has worked, whether its moat is enduring, and what changes may be coming at the firm and in the industry.

  • Keynote

Speakers

Image of Dana Emery

Dana Emery

Dodge & Cox

Chair & CEO

Image of Laura Lutton

Laura Lutton

Morningstar

Global Head, Manager Research