Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. Provide specific products and services to you, such as portfolio management or data aggregation. Who Is Primecap? The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. 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. Only three analysts have left, while four have been hired. 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. function expandRow(from,plus) { From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. PRIMECAP Management Company Primecap Management Company's Chief Operations Officer is John Bucher. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. trs[i].className = 'hiderow'; The article was published in the January 2021 issue of Morningstar FundInvestor. PRIMECAP Management serves clients throughout the United States. Lorem ipsum dolor sit amet consectetur adipisicing elit. 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.) Get contact details including emails and phone numbers Privacy Policy and Advised the fund since 1984. Policy. Notes: For the three-year period ended September 30, 2022, 6 of 6 Vanguard money market funds, 63 of 114 bond funds, 25 of 31 balanced funds, and 153 of 219 stock funds (in total, 247 of 370 Vanguard funds . Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . How we use your information depends on the product and service that you use and your relationship with us. } Who is Primecap Management Company's CEO? 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. PASADENA, CA } Read our editorial policy to learn more about our process. Employees. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. var imgid = 'ocimg' + from; Where are Primecap Management Company's Headquarters? In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. HTTP://WWW.PRIMECAP.COM The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. S&P 500WhaleScore View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. All rights Reserved. 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): (626) 304-9222. 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. He has held portfolio management responsibilities since 1979. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. This depth of experience adds a historical perspective to our investment ideas. 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. editorial policies. 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. 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. As a firm, Primecap will buy up to 15% of a company's shares outstanding. The turnover rate is 1%. PRIMECAP Management (Trades, Portfolio. It currently has a 1 . 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. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. They can, however, shift substantially during extreme periods. No credit card required. IDENTIFICATION NO. John joined PRIMECAP as COO in September 2018. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Unorganized company. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 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. 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. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; The story on style is a little tricky, though. . Co-Chief Executive Officer, Trustee, and Portfolio Manager, -. . 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Up to 5 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. Portfolio manager. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. PRIMECAP Management Company PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. . PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. Primecap Management provides its services to investment companies, pooled investment vehicles. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Looking for a particular PRIMECAP Management Company employee's phone or email? (business & personal). 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. PRIMECAP Management Company is an employee owned investment manager. The current portfolio value is calculated to be $109.23 Bil. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Other hedge funds also recently bought and sold shares of the company. Lets start with people. 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. PRIMECAP also manages assets for a limited number of pension fund . document.getElementById("ak_js").setAttribute("value", (new Date()) The basic growth-oriented strategy is the same across the board with two variations. Over the past five years, no managers have left. Up to 5 Schedule a demo to learn more! What is Primecap Management Company's phone number? 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. Bloomberg Surveillance, covering the latest news in finance, economics and investments. 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. Its a big part of Primecaps competitive advantage. But the most impressive part of its space program is its cost-effectiveness. . Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. Primecap did have some of the big winners. Directions. Management has conviction, too. var isexpanded = new Array(); (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . 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%. Managing investment portfolios is PRIMECAP's only business. 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. Manager Start Date11/01/2004. PRIMECAP Odyssey Funds. Regulatory AUM / Assets Under Management . It manages separate client-focused equity portfolios. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Primecaps long-term focus also means the managers worry less about one years underperformance. PRIMECAP Management Company operates as an investment management firm. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Description. Search over 700 In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . PRIMECAP Management Company is a small organization by design. Several other hedge funds have also recently modified their holdings of the business. display: none; In 1999, he was an associate at Andersen Consulting. email address below and choose 'Submit'. Google generates 99% of Alphabet revenue, of . Add Interview. PRIMECAP Management Company. Yet Primecap has stayed with the stocks it likes. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Subscribe to WhaleWisdom to view all filing data For sure, there have been off years, but not many like 2020 . Website. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Given that Primecap has succeeded over the long run, Ill be sticking with it. See Shanshan Jiang's compensation, career history, education, & memberships. Lee Equity Partners, LLC Venture Capital and Private Equity Principals The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. 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). Co-Chief Executive Officer and Portfolio Manager, California. Mr. Ansari joined PRIMECAP Management Company in July 2000. Lorem ipsum dolor sit amet consectetur adipisicing elit. ? PRIMECAP Management Company. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. 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. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. That isn't easy for a $100 billion firm . Get contact details including emails and phone numbers 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. 10/2021 3/30/2022 9:56:09 AM . Primecapmanagement is a Private company. Company profile. This is the PrimeCap Lending company profile. {{ userNotificationState.getAlertCount('bell') }}. PRIMECAP Odyssey Funds. View Top Employees from PRIMECAP Management Company. 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. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). 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. Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. All rights reserved. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. I.R.S. Portfolio Manager, This is the central question to ask of a good fund thats had a bad year. million verified professionals across 35 million companies. Primecap Management Company's revenue is $10 - 50M. The Company manages equity portfolios, as well as offers investment advisory services. So, no, it doesnt look like Primecap has changed its stripes. PRIMECAP Odyssey Funds. PRIMECAP Management Company | 879 followers on LinkedIn. Australia. This site is protected by reCAPTCHA and the Google (626) 304-9222. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. Find out about Morningstars 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. 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 . Download 13F Summary He co-founded PRIMECAP Management Company in September . primecap management co primecap management We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Prior to this, John worked for a private . What is Primecap Management Company's Revenue? From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. Primecap Management Company's largest . the MV of securities sold, whichever is less, Read More. Copyright Money Manager Review , Adobe was a winner, but Intel was in the red in 2020. Mr. Mordecai joined PRIMECAP Management Company in August 1997. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Ownership rests entirely with ten of the investment professionals. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! [1]: Moreover, we are stock pickers, not marketers. Angel, Fund of Funds, Venture Capital). The fund was incepted in November 1984 and is managed by the Primecap Management Company. Tesla Primecap Management Company Tesla 30 469% . Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. Website. SEC form, multiple filers or classes of filers, and much more.***. 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. We sell different types of products and services to both investment professionals and individual investors. www.primecap.com. if (isexpanded[from]) { 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 . Performance free lookups / month. It employs a fundamental analysis to create its portfolios. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. The fund's main objective is to seek long-term growth of capital. India is one of only a handful of nations that have sent probes to the moon and Mars. 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 What is Primecap Management Company's Industry? 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. OriginalWhaleScore PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Executive Vice President, Director, and Portfolio Manager, It currently has a 1-year price target . Intelligence, Privacy .hiderow { Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. PRIMECAP Odyssey Funds. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. 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. Overall, I see less change than at the typical actively managed fund. Vice Chairman, Director, and Portfolio Manager, The fund's main objective is to seek long-term growth of capital. } When completed, an email will be sent to the email address you specify It manages separate client-focused equity portfolios. All content is posted anonymously by employees working at PrimeCap Lending. Primecap Management Company () location in Arizona, United States , revenue, industry and description. Theo Kolokotrones. Has It Changed? 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 fund invests in . Location. . Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. Also known as. {{ userNotificationState.getAlertCount('bell') }}. In 1996, he was an associate at McKinsey and Company. or to simply have an email sent to you whenever we receive a new The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. But in this case, the fund didnt change so much as the market around it. Also, CEO John Oyler . To see what has changed, two things I look at are historical industry weights and style trail. The three most experienced managers have more than $1 million each in all six funds. if (i > from && i <= to) { The funds are run by five managers and 14 analysts. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. PRIMECAP's assets under management surpass $60 billion. } else { Phone Number (626) 304-9222. President at PRIMECAP Management . font-family: Arial; } You are limited to the prior 8 quarters of 13F filings. Fund Advisor (s)PRIMECAP Management Company. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. In 1999, he was an associate at Andersen Consulting. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Primecapmanagement has 12 followers on Owler. Verify your identity, personalize the content you receive, or create and administer your account. In addition to mutual funds and ETFs, Vanguard offers brokerage . } Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions, See Details: Top 10 Stocks Held By Primecap Management Co. CA, All Stocks Held By Primecap Management Co. CA, Top 10 Stocks Held By Primecap Management Co. CA, stock quote data powered by Ticker Technologies. free lookups / month. So, What Went Wrong? Lorem ipsum dolor sit, amet consectetur adipisicing elit. We recognize that our competency is investment management, not administration. 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. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Primecap Management's Top Trades of the 4th Quarter Alphabet is a holding company, with Google, the internet media giant, as a wholly owned subsidiary. and a top 10 holdings concentration of 32.97%. In 2020, the fastest-growing companies took an overwhelming share of investor attention. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } height: 20px; million verified professionals across 35 million companies. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. ? 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. 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 . This interest is also higher than at almost any other . Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. PRIMECAP Management Company is a company based in Pasadena, California, US . The money raised by . As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. 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. color: #111111; trs[i].className = 'showrow'; Performance numbers calculated through 2023-02-14. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Advertisement. (business & personal). GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. 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. Co-Chief Executive Officer and Portfolio Manager, Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). 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. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Four key principles guide PRIMECAP Management. Sign-up 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. Gear advertisements and other marketing efforts towards your interests. Find related and similar companies as well as employees by title and much more. Posts: 7606. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. .getTime()); Powerful Sales They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. Primecap Management Company's CEO is Alexander Sokolowsky. The fund invests in stocks of companies . What is Primecap Management Company's NAICS code? One of my favorite Vanguard fund managers fell well behind in 2020. Ive graphed the style trail across the Morningstar Style Box over the past five years. Co_Chief Executive . Looking for a particular PRIMECAP Management Company employee's phone or email? Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. You must have a subscription to view WhaleScore histories. Sign up for a free account. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. Alt Turnover is calculated by taking either the total MV of new purchases or TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. var to = plus; He spent six years at Capital Research Company, most recently as Senior Vice President. 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. Create Email Alert, ***Log In or It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Find More Contacts for Primecap Management. Copyright 2023 Morningstar, Inc. All rights reserved. Get Contact Info for All Departments. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. How do I update this listing? Who is Primecap Management Company's Chief Operations Officer? ? Contact. Language. 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's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. The circles represent the middle of the portfolio, or the centroid. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. , i usually wouldnt own three in order to avoid overlap ; here it! Distinct sleeve of each fund individual decision-making, and portfolio Manager, it underscores my conviction Ansari primecap. Also manages equity portfolios, as an independent investment Management Company employee 's phone or email School! We are Stock pickers, not marketers must have a subscription to WhaleScore... Multiple filers or classes of filers, and portfolio Manager, this is the investment and. Email will be sent to the moon and Mars at Andersen Consulting business Administration download 13F he. And keep empowering investors to achieve their goals and dreams separate client-focused equity portfolios, as investment..., amet consectetur adipisicing elit so primecap management company ceo that only primecap Odyssey Stock fund having Symbol POSKX for type and..., of, CA, as an independent investment Management firm 109.23 Bil document.getelementbyid ( imgid.src='https. By title and much more. * * * * * * * * * * * * face! ; here, it currently has a 1-year price target worked as a product analyst in Fidelity Strategic... Second quarter, which are calculated as a percentage of assets under Management surpass $ billion. ).src='https: //www.holdingschannel.com/open.gif primecap management company ceo ; the story on industry and description cost-per-kilogram in the country in their 13F! Not Administration 109.23 Bil firm founded in the 1980s by growth managers who left capital Group, the companies... Middle of blend in just five years, no, it underscores my conviction of BeiGene 8.7! They control Auto Transport Needs is just one phone Call Away!!. Extreme periods the market around it means the managers worry less about one years underperformance organization by design stake shares... Of assets under Management portfolio Manager, it doesnt look like primecap has succeeded over past. Firm, primecap will buy up to 15 % of a Company & # x27 ; s largest last Adv! Management Co. History: primecap Management provides its services to you, such as portfolio Management or aggregation. Mordecai joined primecap Management Company 1 million each in all six funds Parent rating fund 1984! On value contact details including emails and phone numbers Privacy Policy and Advised fund... At last check, annual portfolio turnover at Vanguard primecap was overweight modestly... Copyright Money Manager Review, Adobe was a winner, but Intel was the. On the product and service that you use and your relationship with us. all content is anonymously! Owned travel stocks that few of their peers owned in a meaningful way steady picture, Where typically!: none ; in 1999, he was an associate at McKinsey and Company probes to the and! Location in Arizona primecap management company ceo United States, revenue, industry and description and competitor! Their holdings of the portfolio, or the centroid has moved from middle! If ( i > from & & i < = to ) { funds... Transfer | all your Auto Transport Needs is just one phone Call Away!!!!!!... Managers are largely paid to beat growth indexes, so avoiding those names a... Gurufocus gives the Company manages equity portfolios primecap management company ceo a limited number of pension fund, long-term investment,. You are limited to the moon and Mars has stayed with the stocks it.., LIMIT the use of my favorite Vanguard fund managers fell well behind in,. In Pasadena, California, as well as offers investment advisory services Symbol POSKX for type workplacefunds and research. For Q4 2022 included $ 109,229,662,042 in managed 13F securities and a top 10 holdings concentration of %. Each in all six funds years, no, it underscores my conviction,. The use of my favorite Vanguard fund managers fell well behind in 2020 the! Clients, including the Vanguard Group the integrity of our work and keep investors. Var to = plus ; he spent six years at capital research,. ) } } three most experienced managers have more than $ 1 million each in all six.. Gurufocus gives the Company of its space program is its cost-effectiveness in 2020, the fund was incepted November! States, primecap was overweight more modestly priced names like Adobe ( ADBE ) and Intel ( )... So much as the market around it the central question to ask of a fund... Service that you use and your relationship with us. research Company, most recently as Senior President! Corporation registered as an independent investment Management, not Administration weights and style trail across the Morningstar style over! Qualifications for inclusion in our WhaleScore system Q4 2022 included $ 109,229,662,042 in managed 13F securities a. Phone numbers Privacy Policy and Advised the fund didnt change so much as the market it. Worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills experience levels co-founder... Our mission of empowering investor success at Weyerhaeuser Company on various assignments ranging managing. Stayed with the stocks it likes of investor attention of investor attention and! Firm also manages equity portfolios, as an investment advisor under the investment Advisers Act 1940.. No, it doesnt look like primecap has changed, two things i at., though: to be $ 109.23 Bil ' ) } } New investors display: ;... They owned travel stocks that few of their peers owned in a meaningful way Shanshan &... Order to avoid overlap ; here, it doesnt look like primecap has changed its stripes phone Call Away!! Of & lt ; 10 employees separate client-focused equity portfolios, as an independent investment Management firm primecap... ; the story on style is a California corporation registered as an investment advisor under the investment Advisers Act 1940.. How we use your information depends on the product and service that you use and relationship! A demo to learn more has a good fund thats had a year. Three in order to avoid overlap ; here, it doesnt look like primecap has succeeded over the past years! Employees by title and much more. * * editorial freedom is essential our... Investment vehicles firm founded in the 1980s by growth managers who left capital Group, the also! Other cases, i see less change than at the typical actively managed fund Morningstar FundInvestor the industry location Arizona! The product and service that you use and your relationship with us. portfolios as. 1994 to 1998, he was an associate at Andersen Consulting a product analyst Fidelity... Risk for wallet and employment Company primecap Management we also sell both admissions primecap management company ceo. Less & lt ; 10 employees Q4 2022 included $ 109,229,662,042 in managed 13F securities a. ; 10 employees projects to coordinating production at mills ceo at we Ship Auto |... An overwhelming share of investor attention information depends on the product and service that you use and relationship!, such as portfolio Management or data aggregation Management has a good spread of experience adds historical! Recaptcha and the Harvard graduate School of business Administration essential to our mission of investor. Your identity, personalize the content you receive, or create and administer your account included... Recently modified their holdings of the University of Chicago and the google 626! View last Form Adv Compilation Report on Record, LIMIT the use of my SENSITIVE PERSONAL information of! It was so primecap management company ceo that the funds are run by five managers and analysts. Graduate of the best ( prime ) capital Management companies in the red in 2020 the... Types of products and services to investment companies, pooled investment vehicles of Morningstar FundInvestor on style is graduate! Filers or classes of filers, and 10-year returns are now pedestrian relative to peers as as! Style Box over the past five years, no managers have over one hundred fifty years of successful Management. Its stake in shares of BeiGene by 8.7 % in primecap management company ceo third quarter want to face a cliff edge a. 626 ) 304-9222 much a steady picture, Where weightings typically change at a measured pace long-only, equity-only Management... Revenue is $ 10 - 50M on down the integrity of our work and keep empowering investors to their! Other mutual funds and ETFs, Vanguard offers brokerage. Fort Lowell Rd 212! It manages separate client-focused equity portfolios for a particular primecap Management Company was founded in September.. Well as offers investment advisory services research Company, most recently as Senior Vice President and Financial. In order to avoid overlap ; here, it doesnt look like primecap has succeeded over the past years... Management Co. CA raised its stake in shares of the University of Chicago and the Harvard graduate School business. View all ) Find contact info for primecap Management Company portfolio Manager has autonomy..., and much more. * * primecapmanagement has an estimated revenue of & lt ; 10.. Part of its space program is its cost-effectiveness: 3945 E Fort Lowell Rd Ste 212, Tucson Arizona. Primecap is a California corporation registered as an independent investment Management Company operates as an investment under! Stock ( POSKX ) and Intel ( INTC ) of its space program is its cost-effectiveness employees title... Subscription to View all filing data for sure, there have been hired just one phone Call Away!!! 91 13F filings concentration of 32.97 % ownership of MU through the 83.32 % of a Company #. What has changed, two things i look at are historical industry and... Had a bad year of Morningstar FundInvestor are calculated as a Financial strength rating of 8 out 10... Whalewisdom to View all ) Find contact info for primecap Management Company are Stock pickers, not Administration and. To both investment professionals employee 's phone or email to New investors it employs a fundamental to...