A 23-year company veteran will rise to president next year at the $325-billion-AUM (as of March 30, 2021) mutual fund firm.

Roger Kuo Dodge & Cox Senior Vice President

Today Charles Pohl, chairman and chief investment officer of Dodge & Cox [profile], and Dana Emery, president and CEO, confirm that senior vice president Roger Kuo will succeed Emery as president on June 30, 2022. Emery will remain CEO of the San Francisco-based firm and, as reported earlier this year, will succeed Pohl as chairman. (Another company vet will take over as CIO on January 1, 2022.)

Emery and Pohl frame Kuo's upcoming promotion in the context of the firm's "deliberate approach to ... firm leadership appointments, planning for succession well in advance of retirements."

Kuo currently serves as a firm shareholder, global industry analyst, investment committee member, and board member. Pohl and Emery confirm that other analysts will take over Kuo's company research duties over the next six months, though Kuo will remain on the firm's international equity and global equity investment committee and its research policy council (RPC).

"Roger will work closely with Dana on managing the firm, in partnership with the Board of Directors and in keeping with Dodge & Cox's tradition of operating as an investment-led organziation," Emery and Pohl write in a notice to clients. "Roger is well prepared to take on additional firm management responsibilities in his new role. He has made important contributions to Dodge & Cox's Global Research effort over the course of his career. In recent years, he has taken on increasing firm leadership responsibility as a member of the Business Strategy and Risk Management Committees."

Kuo, now age 49, joined Dodge & Cox in 1998, after earning his masters from Harvard Business School. Earlier, he worked at Bear Stearns and graduated from Harvard College.

Emery, now age 59, joined Dodge & Cox in 1983. She rose to co-president of the firm in 2010, and in 2013 she rose again to president and CEO. She is an alumna of Stanford.

Pohl, now age 63, joined Dodge & Cox in 1984. He rose to co-president in 2010 alongside Emery, and in 2013 he became chairman. He is an alumnus of the University of Chicago. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE