Exploring Dodge & Cox's Emerging Market Holdings | Diana Strandberg, Director of International equity , Dodge & Cox. 00:10:00
The discussion delves into Dodge & Cox's significant exposure in emerging markets, highlighting 16 individual holdings across diverse industries and locations. With approximately 25% allocation in emerging markets, emphasis is placed on tech, telecom, and media sectors, featuring companies like Naspers and Samsung. The portfolio's approach prioritizes companies on their individual merits and global comparisons, with Samsung exemplifying attractive valuation, strong franchises, and shareholder value creation through capital allocation strategies.
