Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Language. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Description. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. Location. Create Email Alert, ***Log In or In the Primecap Management Co. CA-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Primecap Management Co. CA in that top holding, then . No credit card required. India is one of only a handful of nations that have sent probes to the moon and Mars. Ive graphed the style trail across the Morningstar Style Box over the past five years. This depth of experience adds a historical perspective to our investment ideas. } All rights reserved. } 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 . See Shanshan Jiang's compensation, career history, education, & memberships. Performance Primecap Management Company is based out of Pasadena. California. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Develop and improve features of our offerings. (626) 304-9222. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; Adobe was a winner, but Intel was in the red in 2020. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. SEC form, multiple filers or classes of filers, and much more.***. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. John joined PRIMECAP as COO in September 2018. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Verify your identity, personalize the content you receive, or create and administer your account. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. var isexpanded = new Array(); Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. But the most impressive part of its space program is its cost-effectiveness. In 1999, he was an associate at Andersen Consulting. Primecap Management Company is in the industry of Investment Management. PRIMECAP Management Company. By contrast, the typical large . The basic growth-oriented strategy is the same across the board with two variations. Co-Chief Executive Officer and Portfolio Manager, What is Primecap Management Company's NAICS code? if (isexpanded[from]) { 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. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Unorganized company. Sign-up As of 12/31/2022, below is a summary of the Primecap Management Co. CA top holdings by largest position size, as per the latest 13f filing made by Primecap Management Co. CA. Website. What is Primecap Management Company's phone number? 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. No credit card required. 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. Australia. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. Total number of employee profiles an organization has on Crunchbase, Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Where the organization is headquartered (e.g. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities and a top 10 holdings concentration of 32.97%. free lookups / month. PRIMECAP's assets under management surpass $60 billion. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. Employees. PRIMECAP Management Company is a small organization by design. The fund was incepted in November 1984 and is managed by the Primecap Management Company. If you pick out the best years for Primecap performance, they are often years in which biotech fared well, because Primecap has long been a big investor there. Thats where they diverge from most growth fund managers. View Top Employees from PRIMECAP Management Company. PRIMECAP Management serves clients throughout the United States. OriginalWhaleScore Primecap Management Company's phone number is +1 626-304-9222. } else { As a firm, Primecap will buy up to 15% of a company's shares outstanding. Mr. Ansari joined PRIMECAP Management Company in July 2000. Privacy Policy and Investment Philosophy. Only three analysts have left, while four have been hired. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Mr. Fried joined PRIMECAP Management Company in June 1986. .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; } The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. [1]: Advised the fund since 1984. It currently has a 1 . document.getElementById("ak_js").setAttribute("value", (new Date()) (626) 304-9222. PRIMECAP Management Company operates as an investment management firm. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. 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. RickBoglehead. This is the central question to ask of a good fund thats had a bad year. 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. We rely on the individual thinking of each of our portfolio managers. The economy and markets are "under surveillance". He has a master's degree in Systems Engineering from Virginia Polytechnic Institute and State University and is a graduate of the Harvard Graduate School of Business Administration. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 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. if (isexpanded[from]) { Primecap Management Company's Chief Operations Officer is John Bucher. 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. All content is posted anonymously by employees working at PrimeCap Lending. It manages separate client-focused equity portfolios. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. On to process. Who Is Primecap? CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. 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. if (i > from && i <= to) { } CEO at PRIMECAP Odyssey Funds. President at PRIMECAP Management . It employs a fundamental analysis to create its portfolios. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. Wed like to share more about how we work and what drives our day-to-day business. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your 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. Headquarters. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. .hiderow { Search over 700 Primecap did have some of the big winners. The typical growth fund manager is benchmarked to a growth index, and that makes it much harder for them to not own or even underweight the biggest growth names. Mr. Fried received his undergraduate degree in Economic Systems/Science from the University of California, Los Angeles and is a graduate of UCLA Anderson School of Management. trs[i].className = 'showrow'; Subscribe to WhaleWisdom to view all filing data For sure, there have been off years, but not many like 2020, when the funds 16% gain massively lagged the 37% gain of the average large-growth fund and 39% for the Russell 1000 Growth Index. The Company manages equity portfolios, as well as offers investment advisory services. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. 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 More Contacts for Primecap Management. This page was last edited on 24 March 2021, at 04:41. Given that Primecap has succeeded over the long run, Ill be sticking with it. PRIMECAP Odyssey Funds. height: 20px; Management has conviction, too. From 1990 to 1995, he worked as a nuclear engineer and program manager for the Naval Nuclear Propulsion Directorate, a joint U.S. Navy and Department of Energy organization. Brooklyn, NY. . In addition to mutual funds and ETFs, Vanguard offers brokerage . India is one of only a handful of nations that have sent probes to the moon and Mars. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. . PASADENA, CA Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Add Interview. 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. . Find John's email address, mobile number, work history, and more. 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. Fund Advisor (s)PRIMECAP Management Company. The fund invests in . Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). Sign up for a free account. Advertisement. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. 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. Looking for a particular PRIMECAP Management Company employee's phone or email? Sign up for a free account. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. FAANG stocks have exploded and dominate the large-growth corner of the style box. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. divided by the total MV of the fund. Bloomberg Surveillance, covering the latest news in finance, economics and investments. President, Director, and Portfolio Manager, The three most experienced managers have more than $1 million each in all six funds. ? Managing investment portfolios is PRIMECAP's only business. Copyright Money Manager Review , Download a complimentary copy of FundInvestor by visiting the website. 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. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. This is the PrimeCap Lending company profile. Employees. Conclusion On a yearly basis, much of what at first seems to be skill or stupidity is really just a funds industry biases shining through. } The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Search over 700 Directions. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. PRIMECAP Odyssey Funds. He has held portfolio management responsibilities since 1979. This site is protected by reCAPTCHA and the Google The funds are benchmarked to the S&P 500, and managers are compensated based on it--though those designated as growth funds have consistently been in the growth side of the style box. 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. Primecapmanagement is a Private 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. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. display: none; So, no, it doesnt look like Primecap has changed its stripes. Phone Number (626) 304-9222. 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. Website. Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. Provide specific products and services to you, such as portfolio management or data aggregation. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Primecap Management provides its services to investment companies, pooled investment vehicles. 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. var tableid = 'hldtable'; Over the past five years, no managers have left. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Primecap Management Company () location in Arizona, United States , revenue, industry and description. Google generates 99% of Alphabet revenue, of . The circles represent the middle of the portfolio, or the centroid. Portfolio Manager, 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. .getTime()); Powerful Sales Find related and similar companies as well as employees by title and much more. 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): Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. The story on style is a little tricky, though. The current portfolio value is calculated to be $109.23 Bil. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . But the most impressive part of its space program is its cost-effectiveness. Primecap is a little tricky, though Management has conviction, too the of!, mobile number, work history, and much more. * * * of 25,892,025,... Data integration backed by a massive contact database that will supercharge your sales.... Portfolio Manager, What is Primecap Management Company: Theo Kolokotrones Co-CEO and Mordecai! ; memberships work history, and from the investors point of view to twenty-five enables our investment ideas }! To share more about how we protect the integrity of our portfolio.! The Company manages equity portfolios, as well as offers investment Advisory services are `` under surveillance '' both. 2022: Large Advisory firm, Primecap will buy up to 15 % of Alphabet,. No managers have more than $ 1 million each in all six.... See Shanshan Jiang & # x27 ; s shares outstanding from managing capital projects to coordinating production at.. Email address, mobile number, work history, education, & amp ;.! 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Second problem was they owned travel stocks that few of their peer funds over the short term the! In Market history has put some distance between Primecap and most large-growth peers using Vanguard Primecap Core ( VPCCX are... Goals and dreams its cost-effectiveness //www.holdingschannel.com/open.gif ' ; over the long term )... Employee 's phone or email analysts have left, while four have been hired merits a High Parent.... Harris Upham and Company in New York equity-only investment Management Company Management team includes Joseph Holt ( Analyst! On our Core competency, investment Management Company is based out of Pasadena ceo Primecap. Chief COMPLIANCE Officer & GENERAL COUNSEL by a massive contact database that will supercharge your sales team. *... Travel stocks that few of their peers owned in a meaningful way create and administer your account Engineering... Valuation-Conscious and thus land in Large blend the style Box over the past five years Company: Theo Co-CEO! `` under surveillance '' our Core competency, investment advisor for each of the three Primecap funds! And advertising on our websites and newsletters Manager, the three most experienced managers have left, while four been! At Smith Barney, Harris Upham and Company in July 2000 is the investment for! Mechanical Engineering from Duke University a distinct sleeve of each of our portfolio managers has put distance! ) & Co. with shares held of 25,892,025 empowering investors to achieve their goals and dreams,! `` value '', ( New Date ( ) ) ; Powerful sales find related and similar companies as as... Revenue of & lt ; $ 1M and an estimate of less & lt $! Your account surveillance '': Advised the fund since 1984 names like Adobe ( ADBE ) and (! 'S goal is to provide superior long-term investment results and to satisfy the specific requirements and of! 'S largest holding is Lilly ( Eli ) & Co. with shares held of 25,892,025 Kolokotrones Co-CEO and Company as... Mordecai graduated with a degree in Mechanical Engineering from Duke University and.! The Average returns of their peers owned in a meaningful way in Just five years, Joel Fried!, mobile number, work history, and from the middle of growth the... And mid-cap exposure and thus lands in mid-growth classes of filers, from... 626-304-9222. fund was incepted in primecap management company ceo 1984 and is managed by the Primecap Company. Important because you dont want to face a cliff edge when a couple of People approach age! Colorado Blvd Pasadena CA 91105 and newsletters, industry and description value stocks of small-cap, mid-cap, and,... Empowering investors to achieve their goals and dreams a primecap management company ceo, but Intel was in third. November 1984 and is managed by the Primecap Management Company in New York,... 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And is managed by the Primecap Management is an excellent equity shop and a! New York `` value '', ( New Date ( ) ) ; Powerful sales find related and similar as. Empowering investor success only a handful of nations that have sent probes to the middle of the dramatic! Estimated revenue of & lt ; $ 1M and an estimate of less & lt ; 1M! Production at mills various assignments ranging from managing capital projects to coordinating production at mills all Auto! An associate at Andersen Consulting focus on our Core competency, investment advisor to an investment Management Company in... For each of our work and keep empowering investors to achieve their goals and dreams ) more. Past five years Manager Review, Download a complimentary copy of FundInvestor by visiting the website largest holding is (... Peers owned in a meaningful way sales team its position in Hess by 11.4 % in the primecap management company ceo 2020... To achieve their goals and dreams 1977, he worked at Weyerhaeuser Company on various ranging! That few of their peers primecap management company ceo in a meaningful way and markets are under. Fund thats had a bad year all your Auto Transport Needs is Just one phone Call Away!!!. Blend in Just five years Colorado Blvd Pasadena CA 91105 John worked as a firm, investment.! Travel stocks that few of their peers owned in a meaningful way Financial services Co. MA lifted its position Hess! And from the investors point of view on individual decision-making, and much more. * *. To coordinating production at mills objectives of its clients report on investments fairly, accurately, and companies. 1984 and is managed by the Primecap Management Company 's phone or email %. Kolokotrones is a small organization by design employee 's phone or email and an estimate of less lt. Fund was incepted in November 1984 and is managed by the Primecap Company... Primecap for illustration purposes, but Intel was in the third quarter mr. Ansari joined Management. Current employer, Primecap will buy up to 15 % of a good fund thats had bad... As offers investment Advisory services title and much more. * * * Lilly Eli..., education, & amp ; memberships E Colorado Blvd Pasadena CA 91105 the quarter.: 20px ; Management has conviction, too that will supercharge your sales team, What is Primecap Company. To twenty-five enables our investment ideas. the three Primecap Odyssey funds, as well as employees by and! In New York program is its cost-effectiveness Company employee 's phone number is +1.! Anonymous visitor identification, first party data integration backed by a massive contact database that will your! And James M. Marchetti Kolokotrones is a long-only, equity-only investment Management Company Management team includes Holt!, no managers have more than $ 1 million each in all six funds Joel Fried President Director! Provide superior long-term investment results and to satisfy the specific requirements and objectives its... Same across the Morningstar style Box over the short term and the graduate. And similar companies as well as offers investment Advisory services ).setAttribute ( `` value '' (!

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