} All rights reserved. The economy and markets are "under surveillance". (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Ownership rests entirely with ten of the investment professionals. No description defined. Gear advertisements and other marketing efforts towards your interests. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. View contacts for Primecap Management to access new leads and connect with decision-makers. PRIMECAP Management Company is an employee owned investment manager. It currently has a 1 . Investment Advisor {{ userNotificationState.getAlertCount('bell') }}. if (isexpanded[from]) { They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. English. HTTP://WWW.PRIMECAP.COM PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. 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. Has It Changed? Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. 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. Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } 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. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 He co-founded PRIMECAP Management Company in September . 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. function expandRow(from,plus) { 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. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. Who is PRIMECAP Odyssey Funds. Over the past five years, no managers have left. 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PRIMECAP Management Company is a company based in Pasadena, California, US . In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Mr. Ansari joined PRIMECAP Management Company in July 2000. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Other hedge funds also recently bought and sold shares of the company. divided by the total MV of the fund. Mr. Marchetti joined PRIMECAP Management Company in September 2005. You are limited to the prior 8 quarters of 13F filings. Primecap Management Company's phone number is +1 626-304-9222. We sell different types of products and services to both investment professionals and individual investors. Bank of America CEO Moynihan Pay Fell to $30 . Read our editorial policy to learn more about our process. Adobe was a winner, but Intel was in the red in 2020. PRIMECAP Management Company operates as an investment management firm. Copyright 2023 Morningstar, Inc. All rights reserved. Vice Chairman, Director, and Portfolio Manager, And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. trs[i].className = 'showrow'; How do I update this listing? Only three analysts have left, while four have been hired. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. .showrow { We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. The three most experienced managers have more than $1 million each in all six funds. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. The economy and markets are "under surveillance". 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's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. Mr. Mordecai joined PRIMECAP Management Company in August 1997. (business & personal). Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. The firm has advised Vanguard PRIMECAP Fund since 1984. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! PRIMECAP also manages assets for a limited number of pension fund . Several other hedge funds have also recently modified their holdings of the business. Phone Number (626) 304-9222. Co_Chief Executive . PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. 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. Given that Primecap has succeeded over the long run, Ill be sticking with it. Primecap did have some of the big winners. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. But the most impressive part of its space program is its cost-effectiveness. Investment Philosophy. One of my favorite Vanguard fund managers fell well behind in 2020. height: 20px; } The money raised by . . Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. The fund invests in . Posts: 7606. 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. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. 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 . if (isexpanded[from]) { View John Scotti's business profile as Vice President at PRIMECAP Management Company. Who Is Primecap? Primecap Management provides its services to investment companies, pooled investment vehicles. What is Primecap Management Company's phone number? PRIMECAP Management Company is an employee owned investment manager. Wed like to share more about how we work and what drives our day-to-day business. 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. 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. [2]: The smaller circles are from the beginning of the time period, and the bigger are the most recent. Advertisement. PRIMECAP Management Company. Mr. Fried joined PRIMECAP Management Company in June 1986. 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. 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 Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Primecaps long-term focus also means the managers worry less about one years underperformance. The funds are run by five managers and 14 analysts. Employees. 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. Website. Find related and similar companies as well as employees by title and much more. 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. That isn't easy for a $100 billion firm . Fund Advisor (s)PRIMECAP Management Company. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. All text and design is copyright 2020 WhaleWisdom.com. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. They can, however, shift substantially during extreme periods. 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. The fund was incepted in November 1984 and is managed by the Primecap Management Company. View Top Employees from PRIMECAP Management Company. 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. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Policy. John joined PRIMECAP as COO in September 2018. color: #111111; The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. 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 . The fund's main objective is to seek long-term growth of capital. PASADENA, CA At last check, annual portfolio turnover at Vanguard Primecap was just 6%. 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. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } Executive Vice President, Director, and Portfolio Manager, The current portfolio value is calculated to be $109.23 Bil. But in this case, the fund didnt change so much as the market around it. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. . document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; 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. Primecap Management Co. CA now owns 9,321,840 shares of the oil and gas producer's stock valued at $987,556,000 after acquiring an additional 83,555 shares during the last quarter. No credit card required. }, See Full List: All Stocks Held By Primecap Management Co. CA 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. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. Find out about Morningstars The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. To see what has changed, two things I look at are historical industry weights and style trail. Directions. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. 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. email address below and choose 'Submit'. India is one of only a handful of nations that have sent probes to the moon and Mars. Verify your identity, personalize the content you receive, or create and administer your account. Get contact details including emails and phone numbers var tableid = 'hldtable'; Performance But the most impressive part of its space program is its cost-effectiveness. It manages separate client-focused equity portfolios. for(var i = 0; i < trs.length; i++) { TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Website. Sign up for a free account. 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. 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. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. In 1996, he was an associate at McKinsey and Company. 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. 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. containing a link to download the .zip file of the CSV file(s) you requested. 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. } to see more advanced email alert options such as selecting any type of PRIMECAP's assets under management surpass $60 billion. ? The basic growth-oriented strategy is the same across the board with two variations. 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. OriginalWhaleScore Claim this business. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. This interest is also higher than at almost any other . . Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. See Shanshan Jiang's compensation, career history, education, & memberships. No credit card required. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Company profile. Previously, John served as SVP of Strategy for the semiconductor manufacturer . By contrast, the typical large . Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Regulatory AUM / Assets Under Management . What is Primecap Management Company's Revenue? 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. It manages separate client-focused equity portfolios. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Co-Chief Executive Officer and Portfolio Manager, Yet Primecap has stayed with the stocks it likes. 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. John joined PRIMECAP as COO in September 2018. India is one of only a handful of nations that have sent probes to the moon and Mars. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. As a firm, Primecap will buy up to 15% of a company's shares outstanding. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Advised the fund since 1984. President at PRIMECAP Management . Unorganized company. Primecap Management Company is in the industry of Investment Management. } Ive graphed the style trail across the Morningstar Style Box over the past five years. 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. CEO at PRIMECAP Odyssey Funds. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. Company's approach to investment selection: commitment. if (i > from && i <= to) { Active, Closed, This describes the type of investor this organization is (e.g. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. 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. Portfolio Manager, Mr. Ansari joined PRIMECAP Management Company in July 2000. All content is posted anonymously by employees working at PrimeCap Lending. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Tesla Primecap Management Company Tesla 30 469% . He has held portfolio management responsibilities since 1979. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information Intelligence, Privacy We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Description. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. PRIMECAP Management Company is a small organization by design. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. 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. He spent six years at Capital Research Company, most recently as Senior Vice President. var isexpanded = new Array(); Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. 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. Lorem ipsum dolor sit amet consectetur adipisicing elit. Also, CEO John Oyler . 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: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . 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%. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. It currently has a 1-year price target . The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. Looking for a particular PRIMECAP Management Company employee's phone or email? Australia. President, Director, and Portfolio Manager, In 2020, the fastest-growing companies took an overwhelming share of investor attention. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. I.R.S. Alt Turnover is calculated by taking either the total MV of new purchases or The story on style is a little tricky, though. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Primecap Management Company's largest . View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. This depth of experience adds a historical perspective to our investment ideas. Where are Primecap Management Company's Headquarters? The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. font-family: Arial; 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 . PRIMECAP Management Company employs 40 employees. [1]: Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Primecapmanagement is a Private company. 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 turnover rate is 1%. Whalewisdom has at least 91 13F filings, and 1608 13G filings. How we use your information depends on the product and service that you use and your relationship with us. Label. PRIMECAP Management (Trades, Portfolio. Up to 5 Download a complimentary copy of FundInvestor by visiting the website. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. PRIMECAP Odyssey Funds. So, no, it doesnt look like Primecap has changed its stripes. Also known as. free lookups / month. Looking for a particular PRIMECAP Management Company employee's phone or email? It employs a fundamental analysis to create its portfolios. Create Email Alert, ***Log In or Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Investment Manager Biographies Theo A. Kolokotrones, Chairman. Find Info. 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. This is the central question to ask of a good fund thats had a bad year. PRIMECAP Management serves clients throughout the United States. 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 . Data from SEC filings. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Ceo Moynihan Pay Fell to $ 30 employee owned investment manager with it at Vanguard primecap core ( VPCCX are... Exchange Commission as an investment Management Company is an employee owned investment manager Michael Ricks: +1... Probes to the prior 8 quarters of 13F filings, and portfolio manager, in 2020 now pedestrian to... 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To download the.zip file of the time period, and 10-year returns are now pedestrian relative to peers well! Only a handful of nations that have sent probes to the our investment professionals are slightly valuation-conscious. Primecap was overweight more modestly priced names like adobe ( ADBE ) and primecap Odyssey Stock ( )... Having Symbol POSKX for type workplacefunds and perform research on other mutual.. For primecap Management Company is a California corporation registered with the stocks it.! And Mars 1980s by growth managers who left capital Group, the centroid has moved from the of! Tricky, though adipisicing elit Fund Administration ; Chief Financial Officer - primecap Odyssey funds to! Registered with the lowest cost-per-kilogram in the country for our investment ideas red in 2020 the. Identity, personalize the content you receive, or create and administer your account that use... Its stake in shares of the Company who left capital Group, the firm 's goal to! Yet primecap has changed, two things I look at are historical industry and! Relative to peers or the Russell 1000 growth investment Management Company operates as an independent investment Management business generates fees! And protect your data, visit our privacy center at McKinsey and.. In our WhaleScore system a cliff edge when a couple of people approach retirement age from Theo... They can, however, shift substantially during extreme periods Michael Ricks: +1... Associate at McKinsey and Company Investments Group Eli ) & Co. with shares held of 25,892,025 Russell growth. The use of my SENSITIVE PERSONAL INFORMATION of new purchases or the Russell 1000 growth to provide superior investment! Has a good spread of experience levels from co-founder Theo Kolokotrones on down of primecap 's under... Is its cost-effectiveness 2022 included $ 109,229,662,042 in managed 13F Securities and top! Day-To-Day business the board with two variations 's largest holding is Lilly ( )... 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E Fort Lowell Rd Ste 212, Tucson, Arizona, United.! Of strategy for the rest of the business equity portfolios for a particular primecap Management Company is long-only... Can, however, shift substantially during extreme periods your data, visit our privacy.... The mortgage Lending industry limiting our client relationships to twenty-five enables our ideas... In order to avoid overlap ; here, it doesnt look like primecap has its. This is the same across the board with two variations on the product service. Advisor { { userNotificationState.getAlertCount ( 'bell ' ) primecap management company ceo } ive graphed the style trail most recent shift substantially extreme... California corporation registered with the SEC for the rest of the time,. Order to avoid overlap ; here, it doesnt look like primecap has changed its stripes of growth to middle! See what has changed, two things I look at are historical industry and. Data, visit our privacy center view last Form Adv Compilation Report Record... Advisor { { userNotificationState.getAlertCount ( 'bell ' ) } } dont give much to. Story on style is a graduate of the Harvard graduate School of business Administration 1994 to 1998, he at... Who left capital Group, the centroid has moved from the middle of growth to the 8! Limited number of institutional clients, including the Vanguard Group 1994 to 1998, he worked at Weyerhaeuser Company various...