Shawn Dahlem, CFA

Portfolio Manager

Professional Overview
Shawn Dahlem is an experienced Portfolio Manager with a proven track record of success in the financial services industry. As a Portfolio Manager at Dodge & Cox, he is responsible for managing a diverse portfolio of investments, conducting thorough market research, and delivering consistent returns for his clients.

Experience Summary

Current Role
Shawn has served as a Portfolio Manager at Dodge & Cox since 2008. In this role, he is responsible for analyzing market trends, evaluating investment opportunities, and constructing and managing a portfolio that aligns with the firm's investment strategies and client objectives. Shawn's expertise in asset allocation, risk management, and performance optimization has contributed to the consistent growth and performance of the funds under his management.

Career Progression
Prior to joining Dodge & Cox, Shawn held various investment-related roles, including Equity Analyst and Portfolio Administrator, where he honed his skills in financial analysis, portfolio construction, and client relationship management. Shawn's progressive career trajectory has allowed him to develop a comprehensive understanding of the financial markets and the nuances of portfolio management.

Academic Background
Shawn holds a Bachelor of Science in Finance from the University of California, Berkeley, and a Master of Business Administration from the University of Chicago Booth School of Business. He is also a Chartered Financial Analyst (CFA) charterholder, demonstrating his commitment to ongoing professional development and expertise in the field of investment management.

Areas of Expertise

• Portfolio management and asset allocation

• Equity and fixed-income analysis

• Risk management and portfolio optimization

• Financial modeling and investment research

• Client relationship management and communication

Professional Impact
During his tenure at Dodge & Cox, Shawn has played a key role in the firm's investment decision-making processes and the development of innovative investment strategies. His analytical insights and risk-adjusted investment approaches have contributed to the consistent outperformance of the funds under his management, garnering recognition within the industry.

Conclusion
Shawn Dahlem's extensive experience, analytical expertise, and commitment to client success have made him a valuable asset to Dodge & Cox and a respected figure in the investment management field. His dedication to delivering strong investment performance and maintaining strong client relationships positions him for continued growth and success in his career.