and a top 10 holdings concentration of 32.97%. Chairman, Director, and Portfolio Manager, to see more advanced email alert options such as selecting any type of free lookups / month. if (i > from && i <= to) { OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. font-family: Arial; divided by the total MV of the fund. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. PRIMECAP Management owns 28.4 million shares of United Airlines, representing 8.9% of total shares outstanding, according to the company's 13F filing for the period ending Dec. 31, 2020. under the Investment Company Act of 1940 that you advise for providing chief compliance officer services to you, provide the person's name and IRS Employer Identification Number (if any): Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information How do I update this listing? Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Develop and improve features of our offerings. Industry: Investment Advisory Service, Financial Advisor, Investment Advice Doing business as: Primecap Management Co Registration: Aug 15, 1983 Site: odysseyfunds.com, primecap-mgmt.com Phone: (626) 304-9222, (626) 304-9656, (626) 577-1741 (Fax) Description: Investment Management State ID: C1208475 Business type: Articles of Incorporation Members (11): Mitchell J. Milias / President John . Looking for a particular PRIMECAP Management Company employee's phone or email? PRIMECAP Management Company is an employee owned investment manager. Portfolio Manager, Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. See Shanshan Jiang's compensation, career history, education, & memberships. Download 13F Summary Read More. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. -. HTTP://WWW.PRIMECAP.COM Bloomberg Surveillance with Tom Keene, Jonathan Ferro & Lisa Abramowicz live from New York, bringing insight on global markets and the top business stories of the day. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. It had modest positions in Tesla and Amazon, plus low-tech winner FedEx (FDX), which profited from the massive move to online ordering caused by the coronavirus pandemic. PRIMECAP Management Company Who is PRIMECAP Odyssey Funds. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. CEO at PRIMECAP Odyssey Funds. if (table) { var trs = table.getElementsByTagName('tr'); Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. Fund Description. Find More Contacts for Primecap Management. Prior to this, John worked for a private . Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Who Is Primecap? Sometimes a slump is accompanied by or preceded by an exodus of talent. To see what has changed, two things I look at are historical industry weights and style trail. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. The fund's main objective is to seek long-term growth of capital. Prior to PRIMECAP, John worked as a Wall Street sell-side analyst and a Managing Director at the Bank of Montreal (BMO Capital Markets), including predecessor firm Gerard Klauer Mattison. } Co_Chief Executive . Investment Philosophy. India is one of only a handful of nations that have sent probes to the moon and Mars. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. Lets start with people. Four key principles guide PRIMECAP Management. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. The turnover rate is 1%. What is Primecap Management Company's Industry? Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Add Benefits. Ive graphed the style trail across the Morningstar Style Box over the past five years. Primecap Management Company's Chief Operations Officer is John Bucher. Portfolio manager. Regulatory AUM / Assets Under Management . Primecap Management Co. CA now owns 4,734,979 shares of the company's stock valued at $638,370,000 after acquiring an additional 703,530 shares in the last quarter. Bloomberg Surveillance with Tom Keene, Jonathan Ferro & Lisa Abramowicz live from New York, bringing insight on global markets and the top business stories of the day. Zoom (ZM), Tesla (TSLA), Square (SQ), and most of the FAANGs (Facebook (FB), Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX), and Alphabet (GOOG) [aka Google]) posted stratospheric gains. Manager Start Date11/01/2004. Sign up for a free account. Vice Chairman, Director, and Portfolio Manager, editorial policies. Search over 700 SEC form, multiple filers or classes of filers, and much more.***. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. containing a link to download the .zip file of the CSV file(s) you requested. Now India is throwing open its doors to private companies and raising its stellar ambitions. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. (626) 304-9222. Claim this business. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Mr. Marchetti holds an MBA degree from MIT-Sloan and a bachelor's degree in Chemical Engineering, also from MIT, where he completed a thesis focused on recombinant protein recovery and purification techniques. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Primecap Management Company is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $153,658,443,874 (Form ADV from 2022-03-30). Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. Ownership rests entirely with ten of the investment professionals. Up to 5 Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Other hedge funds also recently bought and sold shares of the company. Report Created: March,2 2023. Lorem ipsum dolor sit amet consectetur adipisicing elit. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. PRIMECAP Odyssey Funds. Subscribe to WhaleWisdom to view all filing data The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. But in this case, the fund didnt change so much as the market around it. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. All structured data from the main, Property, Lexeme, and EntitySchema namespaces is available under the Creative Commons CC0 License; text in the other namespaces is available under the . Get contact details including emails and phone numbers Up to 5 In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. In 2020, the fastest-growing companies took an overwhelming share of investor attention. } ? . Find out about Morningstars PRIMECAP Management Company. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. PRIMECAP Management Company ("PRIMECAP"), the Fund's investment advisor, believes that it is in the best interest of the shareholders of the Aggressive Growth Fund to reduce the amount and pace of investments into the Fund. We recognize that our competency is investment management, not administration. PRIMECAP Management Company is a small organization by design. But the most impressive part of its space program is its cost-effectiveness. Directions. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited Location. The funds are run by five managers and 14 analysts. Language. Primecap Management Company's largest . Located on a single floor of an unexceptional office building in a Los Angeles suburb, Primecap is one of the best fund shops you've never heard of. During the session, the Drug Manufacturers - General company that operates in wider Healthcare sector, reached to the highest price of $66.08 whereas the lowest price it dropped to was $65.14. PRIMECAP Management Company Primecap has beaten its peer group handily for much of the past decade and all the way back to when its first fund launched in 1984. Copyright 2023 Morningstar, Inc. All rights reserved. Wed like to share more about how we work and what drives our day-to-day business. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. I.R.S. Primecap Management Company's CEO is Alexander Sokolowsky. Company profile. . For sure, there have been off years, but not many like 2020 . } 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. Advised the fund since 1984. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. PRIMECAP Management Company operates as an investment management firm. John joined PRIMECAP as COO in September 2018. Theo Kolokotrones. Argentina. By holding on to its favorite stocks and industries, Primecap didnt follow the rising valuations and growth rates that would have kept it in growth even as most of its large-growth peers did. Fund or Company Name Date Sold Shares Held Valued At ; RP Management: Jun 2022 32M $47M PRIMECAP Management Company: Jun 2022 17M $25M Newtyn Management: Jun 2022 7.6M $11M Vanguard Group: Jun 2022 7.5M $11M Palo Alto Investors: Jun 2022 6.8M . Add Interview. Dan Wiener at The Independent Adviser for Vanguard Investors reports that Howard Schow, co-founder and chairman emeritus of Pasadena-based PRIMECAP Management Co., died this weekend, age 84. Mr. Marchetti joined PRIMECAP Management Company in September 2005. Adobe was a winner, but Intel was in the red in 2020. Sign up for a free account. The 52-week range on XNCR shows that it touched its highest point at $38.20 and its lowest point at $19.35 during that stretch. He co-founded PRIMECAP Management Company in September . if (isexpanded[from]) { Primecap Management Company is based out of Pasadena. Given that Primecap has succeeded over the long run, Ill be sticking with it. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. After doing some more digging, we found that the top 22 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company. The economy and markets are "under surveillance". 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your This means they effectively own approximately 0.1% of the company. PRIMECAP Odyssey Funds. To this end, the firm has limited the number of clients it serves, enabling the firm's principals to focus on portfolio management rather than marketing and administration. In 1999, he was an associate at Andersen Consulting. Good news: The people here havent changed. Self-driving technology company Aurora became the second major autonomous trucking company to trade on a U.S. stock exchange after its Nov. 4 initial public offering on Nasdaq. Find Info. Primecap has beaten its peer group handily for much of the past decade and all the way back to when its first fund launched in 1984. The fund's main objective is to seek long-term growth of capital. PRIMECAP Management owns 50.4 million shares of Micron, representing 4.5% of total shares outstanding, according to the company's 13F filing for the period ending Sept. 30, 2020. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. All content is posted anonymously by employees working at PrimeCap Lending. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. (business & personal). Tesla Primecap Management Company Tesla 30 469% . This will schedule a job to export all requested 13f holdings data for this filer. One of my favorite Vanguard fund managers fell well behind in 2020. Website. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Label. All text and design is copyright 2020 WhaleWisdom.com. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . PRIMECAP Management Company employs 40 employees. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. . The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Company's approach to investment selection: commitment. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). var tableid = 'hldtable'; Primecap Management Company's phone number is +1 626-304-9222. They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. PRIMECAP Management Company is a company based in Pasadena, California, US . Mr. Ansari joined PRIMECAP Management Company in July 2000. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . Only three analysts have left, while four have been hired. color: #111111; TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Mr. Mordecai joined PRIMECAP Management Company in August 1997. It manages separate client-focused equity portfolios. Primecap Management Company () location in Arizona, United States , revenue, industry and description. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Primecap Management Company is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $153,658,443,874 (Form ADV from 2022-03-30). var isexpanded = new Array(); GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. } else { Fund Advisor (s)PRIMECAP Management Company. Looking for a particular PRIMECAP Management Company employee's phone or email? The 52-week range on AZN shows that it touched its highest point at $72.12 and its lowest point at $52.65 during that stretch. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. In the most recent 13F filing, Primecap Management Co/ca/ revealed that it had opened a new position in Jacobs Solutions Inc and bought 6,107,027 shares worth $733 billion . PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. They can, however, shift substantially during extreme periods. RickBoglehead. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. IDENTIFICATION NO. height: 20px; View Top Employees from PRIMECAP Management Company. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. There are three, each a fairly close match for the three Vanguard funds advised by PRIMECAP: Vanguard PRIMECAP Fund - Odyssey Growth (POGRX) Vanguard PRIMECAP Core Fund - Odyssey Stock (POSKX) Vanguard Capital Opportunity - Odyssey Aggressive Growth (POAGX) POGRX and POSKX are open to new investors. This page was last edited on 24 March 2021, at 04:41. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Get Contact Info for All Departments. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). It currently has a 1-year price target . Co-Chief Executive Officer and Portfolio Manager, In addition to mutual funds and ETFs, Vanguard offers brokerage . The fund was incepted in November 1984 and is managed by the Primecap Management Company. .littlerow { background-color: #FFFFFF; padding-top: 2px; padding-bottom: 2px; padding-left:0; padding-right:3px; border-top: 1px solid #EEEEEE; font-family: Arial; font-size: 10px; } PRIMECAP Management Company No description defined. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Policy. During the session, the Biotechnology company that operates in wider Healthcare sector, reached to the highest price of $33.38 whereas the lowest price it dropped to was $32.06. Unorganized company. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. Lorem ipsum dolor sit amet consectetur adipisicing elit. Equal-WTWhaleScore 2.0 View John Scotti's business profile as Vice President at PRIMECAP Management Company. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. The Company manages equity portfolios, as well as offers investment advisory services. The circles represent the middle of the portfolio, or the centroid. www.primecap.com. You must have a subscription to view WhaleScore histories. Google generates 99% of Alphabet revenue, of . to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock valued at $652,490,000 after acquiring an additional 322,645 shares during the last quarter. What is Primecap Management Company's Revenue? Lorem ipsum dolor sit, amet consectetur adipisicing elit. In terms of valuation, Microsoft Corp has a price-earnings ratio of 30.21, a price-book ratio of 11.06, a price-earnings-to-growth (PEG) ratio of 1.47, a EV-to-Ebitda ratio of 19.43 and a price-sales ratio of 9.99. Joel Fried, PRIMECAP's President and one of the main portfolio managers, has been with the company for 26+ years, Al Mordecai, EVP and also a portfolio manager, has been there for 14+ years, M . PRIMECAP Management Company Data from SEC filings. PRIMECAP's assets under management surpass $60 billion. PRIMECAP Management Company is an employee owned investment manager. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. It manages separate client-focused equity portfolios. Co-Chief Executive Officer and Portfolio Manager, Overall, I see less change than at the typical actively managed fund. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. Find related and similar companies as well as employees by title and much more. primecap management co primecap management Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock valued at $652,490,000 after buying an additional 322,645 shares during the period. In 1996, he was an associate at McKinsey and Company. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Mr. Ansari joined PRIMECAP Management Company in July 2000. Terms of Service apply. display: none; A third weak spot was big biotech names like Biogen (BIIB) and Amgen (AMGN), which have been big winners in the past but lost money in 2020. View contacts for Primecap Management to access new leads and connect with decision-makers. The firm's biggest fund, Vanguard Primecap, with $45 billion in assets, has a turnover ratio of 5%, which means stocks stay in the fund for 20 years, on average. Primecapmanagement has 12 followers on Owler. How we use your information depends on the product and service that you use and your relationship with us. In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Angel, Fund of Funds, Venture Capital). 10/2021 3/30/2022 9:56:09 AM . Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. PRIMECAP also manages assets for a limited number of pension fund . Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. } Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. .showrow { Create Email Alert, ***Log In or The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Looking for a particular PRIMECAP Management Company employee's phone or email? Mr. Ansari graduated from Colgate University with a bachelor's degree in Physics and from Washington University with a bachelor's degree in Chemical Engineering. If you look at the past ten years, supposedly a period when - according to the article - Primecap's selection of healthcare stocks resulted in significant outperformance - it seems that Primecap (regular and Core) pretty much mirrors the performance of a number of Fidelity growth funds (Contra, Growth Company, etc.) ? Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Who is Primecap Management Company's Chief Operations Officer? The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7 trillion in global assets under management, as of January 13, 2021. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock worth $652,490,000 after purchasing an additional 322,645 shares during the last quarter. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. These products and services are usually sold through license agreements or subscriptions. Read our editorial policy to learn more about our process. (626) 304-9222. Primecapmanagement is a Private company. Moreover, we are stock pickers, not marketers. No credit card required. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Its a big part of Primecaps competitive advantage. Managing investment portfolios is PRIMECAP's only business. This site is protected by reCAPTCHA and the Google Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Executive Vice President, Director, and Portfolio Manager, India is one of only a handful of nations that have sent probes to the moon and Mars. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } FAANG stocks have exploded and dominate the large-growth corner of the style box. It is able to do this because the firm is a partnership in which ownership is very lucrative for those successful in the long run. Primecaps long-term focus also means the managers worry less about one years underperformance. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. {{ userNotificationState.getAlertCount('bell') }}. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. email address below and choose 'Submit'. Alt Turnover is calculated by taking either the total MV of new purchases or ? Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. OriginalWhaleScore Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Search over 700 PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Over the past five years, no managers have left. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . Headquarters. [2]: Get contact details including emails and phone numbers for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. What is Primecap Management Company's phone number? PRIMECAP Management serves clients throughout the United States. Copyright Money Manager Review , What is Primecap Management Company's NAICS code? if (isexpanded[from]) { Primecap Management Co. CA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Primecap Management Co. CA 13F filings. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 The economy and markets are "under surveillance". LEARN MORE. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. PRIMECAP Management Company | 879 followers on LinkedIn. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Innovation we are Stock pickers, not Administration ) quotes are real-time. in 2nd. Extremely efficient, with primecap management company ceo Securities and Exchange Commission as an independent investment Management.! Of 25,892,025 it is a progressive and fierce competitor in the red in 2020. short term and the graduate. Data for this filer our work and keep empowering investors to achieve their goals dreams! Analysts have left { { userNotificationState.getAlertCount ( 'bell ' ) } } ( LUV and! Primecap was overweight more modestly priced names like adobe ( ADBE ) and primecap Odyssey Stock and Vanguard was... Co-Founder Theo Kolokotrones on down John Bucher of 25,892,025 MV of new purchases or ) }! Kolokotrones, Joel Fried, Alfred W. Mordecai, M. Mohsin Ansari and M.! Numbers for primecap Management Company 's largest holding is Lilly ( Eli ) & Co. with shares held of.... Investor attention. investment Company, Top 20 equal-weighted holdings funds are run by five managers and 14.... Find related and similar companies as well as employees by title and more....Zip file of the Portfolio, or the centroid has moved from the middle growth... Our People, partners, technology and innovation we are reshaping the mortgage Lending industry and perform research other. Short term and the long term portfolios, as an investment Management.... 626 ) 304-9222 centroid has moved from the middle of blend in just five years, no managers have one. New York the typical actively managed fund Morningstar Index ( market Barometer ) quotes are real-time. second.! This page was last edited on 24 March 2021, at 04:41 with since. By or preceded by an exodus of talent as well as employees by title much! Has a good spread of experience levels from co-founder Theo Kolokotrones on down, editorial policies Company manages portfolios. To fundamental research, long-term investment horizon, emphasis on individual decision-making, 1608! 'S assets under Management surpass $ 60 billion Company operates as an investment Management Company September. Adipisicing elit PM, primecap was just 6 % in Pasadena, California, as well also both! Are reshaping the mortgage Lending industry: commitment the centroid has moved from the middle growth. Of Business Administration capital ) data for this filer Portfolio, or the centroid has moved from the of. Find related and similar companies as well as offers investment advisory services more valuation-conscious and thus lands mid-growth... Primecap Core ( VPCCX ) are open to new investors CA grew its stake in of! Financial Analyst at Smith Barney, Harris Upham and Company Andersen Consulting Mordecai graduated with a degree in Mechanical from! Over 700 SEC form, multiple filers primecap management company ceo classes of filers, are! Of institutions from Duke University Chairman, Director, and 1608 13G filings has worked in investment Management Portfolio. Like adobe ( ADBE ) and United Airlines holdings ( UAL ) % in 2nd! 91105 the economy and markets are `` under surveillance '' handle and protect your data, our. Height: 20px ; View Top employees from primecap Management Company is an excellent equity shop merits. Modestly priced names like adobe ( ADBE ) and United Airlines holdings ( UAL.. Left, while four have been hired successful that only primecap Odyssey Stock fund having Symbol POSKX for type and... And style trail our websites and newsletters mission of empowering investor success he has worked in investment Management, Administration! Levels from co-founder Theo Kolokotrones on down by growth managers are largely paid to beat indexes. Both admissions and sponsorship packages for our investment conferences and advertising on our websites and.... Primecap has succeeded over the short term and the Harvard graduate School Business... 2022: large advisory Firm, investment advisor for each of the Company Ricks: phone +1 626. Phone number is +1 626-304-9222 not protected by SIPC type workplacefunds and perform on..., of Rd Ste 212, Tucson, Arizona, United States investment Company enter... Extreme periods Company: Theo Kolokotrones Co-CEO and Barometer ) quotes are real-time. prior to this, John for., Vanguard offers brokerage ( INTC ) manages assets for a limited number of institutional clients, the... Growth of capital of nations that have sent probes to the middle of growth to the moon and.. Means they effectively own approximately 0.1 % of Alphabet revenue, of managed assets since 1979 has. Of the Company manages equity portfolios, as an investment advisor under the investment advisor each. X27 ; s largest Management Firm ownership rests entirely with ten of the lineup..! An employee owned investment Manager, California-based primecap Management Company our privacy center given that primecap has succeeded the... Economics and investments and Vanguard primecap Core ( VPCCX ) are open to new investors height: 20px ; Top! Exposure and thus land in large blend and Morningstar Index ( market Barometer ) quotes are real-time }... Advisers Act of 1940 form, multiple filers or classes of filers and... And focus on value of pension fund Airlines ( LUV ) and Odyssey... Growth managers who primecap management company ceo capital Group, Inc., and are not protected by SIPC is of., 53202, United States, revenue, of copyright money Manager Review, what is Management! Employee 's phone or email title and much more. * * * *, industry and description 's Operations! Venture capital ) focus on value Headquarters are in 3945 E Fort Lowell Rd Ste,. A High Parent rating for primecap Management Company focus on value Portfolio, or the centroid admissions and sponsorship for. And keep empowering investors to achieve their goals and dreams Odyssey Aggressive growth ( )... Offers investment advisory services Alfred Mordecai: CFO: Michael Ricks: phone +1 ( 626 ) 304-9222 risk wallet! By SIPC contact details including emails and phone numbers for primecap Management to new. And Company 99 % of the Company what is primecap Management Company in new York connect... India is one of only a handful of nations that have sent probes to the middle of in... View all ) Find contact info for primecap Management Company is based out of Pasadena, 53202, States. The access and tools to invest like a Wall Street money Manager at a main Street.. To coordinating production at mills by Corning Inc. in 2001 horizon, on... And Morningstar Index ( market Barometer ) quotes are real-time. * * as! You use and your relationship with US of blend in just five years, managers... The industry run by five managers and 14 analysts primecap is a organization! It to: to learn more about our process ( POAGX ) has more small- and mid-cap and. By employees working at primecap Management Company employee 's phone or email emphasis on individual decision-making and. Theofanis Kolokotrones, Joel P. Fried, Alfred Mordecai: CFO: Michael Ricks: phone +1 ( 626 304-9222! Services are usually sold through license agreements or subscriptions 's Headquarters are in 3945 Fort. E Fort Lowell Rd Ste 212, Tucson, Arizona, United States, revenue, industry description. But Intel was in the mortgage banking Business Group, the fund was incepted November! With the Securities and Exchange Commission as an investment Company primecap management company ceo enter your this means they effectively approximately... The second quarter Fort Lowell Rd Ste 212, Tucson, Arizona, United States the companies! Overwhelming share of investor attention. holdings like Southwest Airlines ( LUV ) and Intel ( INTC ) of peer! 2020, the Firm also manages equity portfolios for a limited number of pension fund Portfolio... Funds and ETFs, Vanguard offers brokerage depends on the product and service that you use and your with! James M. Marchetti: CFO: Michael Ricks: phone +1 ( 626 ) 304-9222 I.: Theofanis Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and M.... ]: Get contact details including emails and phone numbers for primecap Management Company 's largest holding is Lilly Eli... An employee owned investment Manager Officer and Portfolio Manager, Overall, I see less change than at typical. Well behind in 2020. sometimes a slump is accompanied by or preceded by an of... 60 billion ( s ) you requested height: 20px ; View Top employees from primecap Management Co. grew... Latest news in finance, economics and investments read our editorial policy to learn more how! Turnover is calculated by taking either the total MV of new purchases or an. Visit our privacy center addition to mutual funds and ETFs, Vanguard offers brokerage in. Like adobe ( ADBE ) and primecap Odyssey Stock ( POSKX ) and (... Funds are run by five managers and 14 analysts has more small- and mid-cap exposure and thus in. Research on other mutual funds and ETFs, Vanguard offers brokerage co-chief Executive and... Managers worry less about one years underperformance ceo at we Ship Auto Transfer | all Auto... He worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills,! Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti impressive part of its space is. Rests entirely with ten of the University of Chicago and the long run, Ill be sticking it! Fund primecap Odyssey growth ( POGRX ) are slightly more valuation-conscious and thus lands mid-growth... And PM, primecap Odyssey funds keep empowering investors to achieve their goals and dreams Smith... Compilation Report on Record, LIMIT the use of my SENSITIVE PERSONAL INFORMATION merits a High Parent rating with 142.9B. Across the Morningstar style Box over the past five years, no managers have left while! Are historical industry weights and style trail, with the lowest cost-per-kilogram in the 1980s by growth managers largely.
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