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in the room

with Dodge & Cox


Is it time to be rotating from global “quality stocks” to global “cyclicals”?

In April 2021, In the Room host Stephen Backhouse welcomed Dodge & Cox’s Senior Vice President and Director of Research, Bryan Cameron, to discuss value versus growth and even asked the question, are oil companies dead?

As of 31 December 2021, Bryan Cameron will be retiring from his role at the company after starting his career at Dodge & Cox in 1983. In the 38 years since, he has experienced historic economic cycles, standout career highlights and even tougher markets. Stephen chatted about some of these momentous events from Bryan’s career and gained valuable insights into his views on what the future might hold.

Watch below as the pair chats about ESGs, why the firm hold financials, and whether they are seeing a rotation in value versus growth.

About the webinar

Is it time to be rotating from global “quality stocks” to global “cyclicals”?

During this hour-long webinar, we will explore key investment themes, including:

  • Bryan Cameron’s long-term career high points, tougher markets, economic cycles
  • Value versus growth? Are we seeing a rotation?
  • Financials? Why we hold them?
  • Energy, oil, ESG, are oil companies dead?
  • Electric vehicles
  • Tech – what’s the future for expensive tech companies?
  • Where do we go next?

About Dodge & Cox

Established in 1930 in San Francisco, Dodge & Cox is one of the most experienced and largest money management firms in the world. The firm provides professional investment management services to individuals, advisors, corporations, retirement funds, and tax-exempt institutions through separate accounts, the Dodge & Cox Funds, and Irish UCITS Funds. Dodge & Cox is an independent, employee-owned firm. This independence allows the firm to make decisions in the best long-term interests of clients and shareholders. The firm’s investment philosophy is built on traditional principles: maintaining a long-term focus, conducting independent research, and employing a rigorous price discipline.

The speakers


Bryan Cameron

Senior Vice President and Director of Research
Dodge & Cox

Mr. 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. (I,IP,P)


Stephen Backhouse

Head of Strategic Accounts

Stephen is a business development specialist with over 11 years’ experience in the asset management and platform industry. Stephen’s focus is all aspects involved in forging long-lasting relationships with strategic partners, more specifically the Discretionary Fund Managers and large Key Accounts, who are influential partners in our industry and are important stakeholders for the future proposition of INN8.

He was previously the head of Marketing and Business Development at STANLIB, where he was responsible for the Standard Bank relationship. Stephen obtained his Bachelor of Commerce from Rhodes University, and his Honours in Financial Analysis and Portfolio Management from the University of Cape Town.