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Seated left to right:
Shawn G. Dahlem
Wendell W. Birkhofer
C. Bryan Cameron

Standing left to right:
Eric R. Warner
James T. Borden
Lynn A. Poole

The Private Client Investment Committee is comprised of six portfolio managers, all of whom work with individual clients. Members of the Private Client Investment Committee have an average tenure of 20 years with Dodge & Cox. The composition of the Committee has an intentional overlap with portfolio managers, Committee members, International Equity Investment Committee members, and research analysts to facilitate the implementation of the investment strategy. These regular discussions help maintain a consistency across accounts.

Wendell W. Birkhofer, Senior Vice President Mr. Birkhofer received his B.A. degree from Stanford University in 1978 and his M.B.A. from the Stanford Graduate School of Business in 1987. Prior to entering the M.B.A. program, he worked for six years with Wen Birkhofer & Co., an investment broker dealer firm in Los Angeles. He joined Dodge & Cox in 1987. Mr. Birkhofer is a former member of the Board of Governors of the Investment Adviser Association. He is a shareholder of the firm, a CFA® charterholder, and a Chartered Investment Counselor.

James T. Borden, Vice President Mr. Borden received his B.A. in Business Economics from the University of California, Santa Barbara in 1982. Prior to joining Dodge & Cox in 2002, he spent 15 years with a small investment counseling firm where he was President and a portfolio manager working primarily with high net worth clients. Mr. Borden is a shareholder of the firm, a CFA charterholder, and a Chartered Investment Counselor.

C. Bryan Cameron, Senior Vice President and Director of ResearchMr. Cameron received his B.A. degree in Economics from the University of California, Davis in 1980 and his M.B.A. from the Stanford Graduate School of Business in 1983. Mr. Cameron worked for Dodge & Cox for one year before entering the M.B.A. program and rejoined the firm in 1983. He is a shareholder of the firm and a CFA charterholder.

Shawn G. Dahlem, Vice President Mr. Dahlem received his B.A. from Stanford University in 1988 and his M.B.A. from the UCLA Anderson School of Management in 1993. Prior to graduate school, he worked for three years as an auditor for Price Waterhouse LLC. Post graduate school, he spent five years at Solomon Brothers and Lehman Brothers and was a portfolio manager for ten years at Whittier Trust prior to joining Dodge & Cox in 2008. Mr. Dahlem is a CFA charterholder and a Certified Public Accountant (inactive).

Lynn Anderson Poole, Vice President Ms. Poole received her B.A. degree from Stanford University in 1982 and her M.B.A. from the Graduate School of Management at U.C.L.A. in 1987. Prior to entering the M.B.A. program, she worked for three years for Sutro & Co. She joined Dodge & Cox in 1987. She is a shareholder of the firm, a CFA charterholder, and a Chartered Investment Counselor.

Eric R. Warner, Vice President Mr. Warner received his B.S. degree from the University of Delaware in 1984 and his M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern in 1990. Prior to graduate school, he worked in commercial banking. After graduate school, he worked for an investment advisor in San Francisco and then founded Telegraph Hill Investment Counsel in 1997, managing the firm until he joined Dodge & Cox in 2005. Mr. Warner is a shareholder of the firm, a CFA charterholder, and a Chartered Investment Counselor.

 

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