General Investing >> Money Manager Interviews >> May 31, 2010

Exploiting Market Momentum & Value Divergence In Favor Of Large-cap Value – William E. Dodge – Fox Asset Management

William E. Dodge is the Chairman of the firm's investment committee and the Senior Portfolio Manager for several equity products, and a member of the Fixed Income Portfolio Construction Team. He has served in these positions since joining Fox in March of 2005 as Chief Executive Officer. Prior to joining Fox, Mr. Dodge founded (2003) and operated Nine Gates Capital LLC, and authored a 2003 white paper, outlining why the high dividend yield strategy may be the best strategy for the next decade. From 1999 to 2002, Mr. Dodge oversaw the management of $40 billion of equity portfolios as President and Chief Equity Investment Officer of Delaware Investment Advisers, Inc. From 1996 to 1998, he was a partner in the international equity management firm of Marvin & Palmer Associates, in Wilmington, Del., serving then as President, Director of Marketing and Senior Portfolio Manager. From 1991 to 1996, Mr. Dodge was employed by Dean Witter, the successor firm to Morgan Stanley. He served as the Chief Investment Strategist, Chairman of the investment policy committee, Co-Chair of the stock selection committee, and the Assistant Director of Research for Dean Witter, in New York City. Mr. Dodge earned a BBA in marketing and MBA in business and finance from the University of Massachusetts. He was named the School of Management's Alumnus of the Year in 1995 and served on the investment committee of the University Endowment Fund. He is a CFA charterholder and a member of the CFA Institute. Profile
TWST: Please begin with an overview of Fox Asset Management and your investment philosophy. Also tell us about the Viking Large-Cap Value Fund.

Mr. Dodge: Fox Asset Management was founded in 1985;

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