Ivy Chen

Private Client Associate, Private Client Group at Dodge & Cox - San Francisco, California, US

Ivy Chen's Colleagues at Dodge & Cox
Sandy He

Mutual Funds Administration

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David Cobb

Contractor / Data Steward / Enterprise Data

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Reeve Grobecker

Senior Credit Research Associate

Contact Reeve Grobecker

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Ivy Chen's Contact Details
HQ
(415) 981-1710
Location
Company
Dodge & Cox
Ivy Chen's Company Details
Dodge & Cox logo, Dodge & Cox contact details

Dodge & Cox

San Francisco, California, US • 468 Employees
Investment Bank/Securities Brokerage

Investment management is Dodge & Cox’s only business. We are focused on providing U.S., global, international, and emerging markets equity; fixed income; and balanced account management. Strategies: Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus, conduct our own research, and employ a rigorous price discipline. Our approach is research-intensive; decisions are based on individual company analysis by our team of investment professionals. Fixed Income — Dodge & Cox’s philosophy is to construct and manage a high average quality portfolio of securities that are selected through bottom-up, fundamental analysis. We believe that by combining fundamental research with a long-term investment horizon it is possible to uncover and act upon inefficiencies in the valuation of market sectors and individual securities. Balanced — Our objective in managing balanced accounts is to provide regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Our strategy is to invest in a diversified portfolio of stocks and fixed income securities. Offerings: Dodge & Cox Funds — Dodge & Cox offers U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities. Private Client Accounts — The private client group serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts. Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate. To view our U.S. Terms and Conditions of Use, visit: dodgeandcox.com/individual-investor/us/en/terms-and-conditions-of-use.html Non U.S. Investors: Please visit dodgeandcox.com and select the country you live in.

Investment Management Services Fixed Income Long-Term Investment Separately Managed Accounts
Details about Dodge & Cox
Frequently Asked Questions about Ivy Chen
Ivy Chen currently works for Dodge & Cox.
Ivy Chen's role at Dodge & Cox is Private Client Associate, Private Client Group.
Ivy Chen's email address is ***@dodgeandcox.com. To view Ivy Chen's full email address, please signup to ConnectPlex.
Ivy Chen works in the Investment Bank/Securities Brokerage industry.
Ivy Chen's colleagues at Dodge & Cox are Matthew Hauselt, Ravi Paktar, Dustin Seely, Elizabeth Stais, Sandy He, David Cobb, Reeve Grobecker and others.
Ivy Chen's phone number is (415) 981-1710
See more information about Ivy Chen