Proxy Vote Update: Dodge & Cox Funds

April 21, 2014

phil

Proxy Votes

0

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients:Proxy Materials:

rF Voting results:

  1. Vote for the election of of the following nominees:
    1. Dana Emery – For
    2. Charles Pohl – For
    3. Thomas Larsen – For
    4. Ann Mather – For
    5. Robert Morris – For
    6. Gary Roughead – For
    7. Mark Smith – For
    8. John Taylor – For
  2. TO REMOVE THE FUND’S FUNDAMENTAL INVESTMENT RESTRICTION WITH RESPECT TO INVESTING IN ANY COMPANY FOR THE PURPOSE OF EXERCISING CONTROL OR MANAGEMENT.
    1. For
  3. TO REMOVE THE FUND’S FUNDAMENTAL INVESTMENT RESTRICTION WITH RESPECT TO PURCHASING SECURITIES ON MARGIN AND SHORT SELLING.
    1. Against
  4. TO REMOVE THE FUND’S FUNDAMENTAL INVESTMENT RESTRICTION WITH RESPECT TO INVESTMENTS IN SECURITIES THAT ARE ILLIQUID AND REPLACE IT WITH A UNIFORM NON-FUNDAMENTAL POLICY FOR ALL FUNDS.
    1. For
  5. TO AMEND THE FUND’S FUNDAMENTAL INVESTMENT RESTRICTION WITH RESPECT TO UNDERWRITING SECURITIES OF OTHER ISSUERS.
    1. For

Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.