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. Contact. S&P 500WhaleScore Where are Primecap Management Company's Headquarters? Investment Philosophy. 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.) 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. Primecap Management Company () location in Arizona, United States , revenue, industry and description. 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. The economy and markets are "under surveillance". .showrow { We give you the access and tools to invest like a Wall Street money manager at a Main Street price. PRIMECAP Odyssey Funds. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. (business & personal). Data from SEC filings. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } WH Smith Workers Personal Data Accessed in Second Cyber Attack in a Year, Todays QE Saddles Governments With Soaring Debt Costs, Euro-Zone Inflation Barely Slows as Core Gauge Hits Record, Elizabeth Warren Wants Bidens Next Fed Pick to Counter Powells Extreme Rate Hikes, Taylor Wimpey Warns of Sales Slowdown as Pricey Mortgages Weigh, Flutter Shares Fall After Fans Winning Bets Undermine Profit, Microsoft and Activision Blizzard Meet UK Watchdog to Heal $69 Billion Deal Rift, SpaceX Launches Latest International Crew to Space Station, SoftBank-Backed Arm Rules Out UK Listing for Now to Focus on US IPO, G-20 Top Diplomats Fail to Agree on Language on Russias War, Russia Supporters Lay Flowers on Captured Tanks, Stoking Tensions in the Baltics, Credit Suisse Bids Above Rivals For Rich Clients as Bankers Exit, Singapore Hikes Permanent Residence Threshold for Ultra-Rich, Cruise Ships Return to Japan Three Years After Deadly Diamond Princess Outbreak, Singaporeans Snap Up Free Hong Kong Air Tickets Within the Hour, The Cardi B Uproar Shouldnt Be About Family Values, Uncle Sam Is Disrupting the Venture Capital World, Republicans Are Splitting Their Party Over Clean Energy, Female Execs Are Exhausted, Frustrated and Heading for the Exits, Critics of Bidens Antitrust Push Target FTCs Lina Khan, FBI Documents Show Leonardo DiCaprio, Kim Kardashian Grilled for 1MDB Secrets, Higher-Rated Companies Have More Women at the Top, Says Moodys, Record Number of Singapores New Director Roles Filled by Women, TheEnvironmental Disaster Lurking Inside Your Chocolate Bar, Chinas Coal Power Boom Is More Complex Than It Seems, The 15-Minute City Freakout Is a Case Study in Conspiracy Paranoia, Another Blow to City Centers: Retail Stores Move Outward, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm, Exec VP/Dir:Rsch/Portfolio Mgr, Primecap Management Co. Claim this business. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Bloomberg Surveillance with Tom Keene, Jonathan Ferro & Lisa Abramowicz live from New York, bringing insight on global markets and the top business stories of the day. PRIMECAP 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. Intelligence, Privacy A second problem was they owned travel stocks that few of their peers owned in a meaningful way. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Moreover, we are stock pickers, not marketers. Company profile. 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. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. 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. Report Created: March,2 2023. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. Only three analysts have left, while four have been hired. India is one of only a handful of nations that have sent probes to the moon and Mars. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Co-Chief Executive Officer, Trustee, and Portfolio Manager, . What is Primecap Management Company's NAICS code? Learn more about mutual funds at fidelity.com. The fund's main objective is to seek long-term growth of capital. It manages separate client-focused equity portfolios. isexpanded[from] = !isexpanded[from]; India is one of only a handful of nations that have sent probes to the moon and Mars. Chairman, Director, and Portfolio Manager, million verified professionals across 35 million companies. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. 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. } Zoom (ZM), Tesla (TSLA), Square (SQ), and most of the FAANGs (Facebook (FB), Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX), and Alphabet (GOOG) [aka Google]) posted stratospheric gains. divided by the total MV of the fund. Argentina. It currently has a 1-year price target . More. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. Portfolio Manager, PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. 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). The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. 10/2021 3/30/2022 9:56:09 AM . Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Primecapmanagement has 12 followers on Owler. What is Primecap Management Company's Revenue? Primecap Management Company's phone number is +1 626-304-9222. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. .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; } Sign up for a free account. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. Tesla Primecap Management Company Tesla 30 469% . var tableid = 'hldtable'; Now India is throwing open its doors to private companies and raising its stellar ambitions. function expandRow(from,plus) { It is able to do this because the firm is a partnership in which ownership is very lucrative for those successful in the long run. See Shanshan Jiang's compensation, career history, education, & memberships. Mr. Ansari joined PRIMECAP Management Company in July 2000. That isn't easy for a $100 billion firm . The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. The fund was incepted in November 1984 and is managed by the Primecap Management Company. You must have a subscription to view WhaleScore histories. Performance 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. 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 Odyssey Funds. 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. But the most impressive part of its space program is its cost-effectiveness. var table = document.getElementById(tableid); Good news: The people here havent changed. What is Primecap Management Company's Industry? 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. PRIMECAP Odyssey Funds. Bloomberg Surveillance, covering the latest news in finance, economics and investments. 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. The money raised by . Overall, I see less change than at the typical actively managed fund. Regulatory AUM / Assets Under Management . The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. Primecap Management provides its services to investment companies, pooled investment vehicles. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. or to simply have an email sent to you whenever we receive a new Who is Primecap Management Company's CEO? 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. Lorem ipsum dolor sit amet consectetur adipisicing elit. Management has conviction, too. Lee Equity Partners, LLC Venture Capital and Private Equity Principals Find related and similar companies as well as employees by title and much more. By contrast, the typical large . RickBoglehead. Co_Chief Executive . Policy. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. So, no, it doesnt look like Primecap has changed its stripes. . Find out about Morningstars Mr. Fried joined PRIMECAP Management Company in June 1986. .hiderow { In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Read our editorial policy to learn more about our process. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Location. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. Directions. PRIMECAP Management Company is a small organization by design. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Provide specific products and services to you, such as portfolio management or data aggregation. Yet Primecap has stayed with the stocks it likes. Website. www.primecap.com. No description defined. The 52-week range on XNCR shows that it touched its highest point at $38.20 and its lowest point at $19.35 during that stretch. He has held portfolio management responsibilities since 1979. Primecap Management Company's Chief Operations Officer is John Bucher. The funds are run by five managers and 14 analysts. View John Scotti's business profile as Vice President at PRIMECAP Management Company. PRIMECAP Management Company employs 40 employees. Subscribe to WhaleWisdom to view all filing data In addition to mutual funds and ETFs, Vanguard offers brokerage . Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Now India is throwing open its doors to private companies and raising its stellar ambitions. Google generates 99% of Alphabet revenue, of . .getTime()); Powerful Sales 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. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. There are three, each a fairly close match for the three Vanguard funds advised by PRIMECAP: Vanguard PRIMECAP Fund - Odyssey Growth (POGRX) Vanguard PRIMECAP Core Fund - Odyssey Stock (POSKX) Vanguard Capital Opportunity - Odyssey Aggressive Growth (POAGX) POGRX and POSKX are open to new investors. 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. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). But in this case, the fund didnt change so much as the market around it. The story on style is a little tricky, though. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Lorem ipsum dolor sit, amet consectetur adipisicing elit. PRIMECAP Management serves clients throughout the United States. PRIMECAP's assets under management surpass $60 billion. As a firm, Primecap will buy up to 15% of a company's shares outstanding. display: none; This page was last edited on 24 March 2021, at 04:41. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 Employees. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Search over 700 } Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. 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. 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. Who is PRIMECAP Odyssey Funds. } Lets start with people. When completed, an email will be sent to the email address you specify The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. The current portfolio value is calculated to be $109.23 Bil. Primecaps long-term focus also means the managers worry less about one years underperformance. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. We sell different types of products and services to both investment professionals and individual investors. Copyright 2023 Morningstar, Inc. All rights reserved. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. All text and design is copyright 2020 WhaleWisdom.com. 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. 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. million verified professionals across 35 million companies. PRIMECAP Management (Trades, Portfolio. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. He co-founded PRIMECAP Management Company in September . Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. 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. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Mr. Ansari joined PRIMECAP Management Company in July 2000. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. 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. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Whalewisdom has at least 91 13F filings, and 1608 13G filings. PASADENA, CA 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 . {{ userNotificationState.getAlertCount('bell') }}. 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. Copyright Money Manager Review , The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. This interest is also higher than at almost any other . -. What is Primecap Management Company's phone number? Brooklyn, NY. 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. President, Director, and Portfolio Manager, It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. PRIMECAP Odyssey Funds. Find More Contacts for Primecap Management. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. The three most experienced managers have more than $1 million each in all six funds. How we use your information depends on the product and service that you use and your relationship with us. 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. 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. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! 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. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. font-family: Arial; John joined PRIMECAP as COO in September 2018. Create Email Alert, ***Log In or and a top 10 holdings concentration of 32.97%. It manages separate client-focused equity portfolios. } else { But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Several other hedge funds have also recently modified their holdings of the business. Terms of Service apply. The smaller circles are from the beginning of the time period, and the bigger are the most recent. They can, however, shift substantially during extreme periods. Four key principles guide PRIMECAP Management. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } document.getElementById("ak_js").setAttribute("value", (new Date()) Active, Closed, This describes the type of investor this organization is (e.g. Download a complimentary copy of FundInvestor by visiting the website. Employees. for(var i = 0; i < trs.length; i++) { Prior to this, John worked for a private . for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. email address below and choose 'Submit'. PRIMECAP Management Company is an employee owned investment manager. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Theo Kolokotrones. Read More. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. LEARN MORE. Verify your identity, personalize the content you receive, or create and administer your account. Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. PRIMECAP Management Company is the second largest shareholder owning 5.2% of common stock, and Cevian Capital AB holds about 4.6% of the company stock. } We rely on the individual thinking of each of our portfolio managers. var to = plus; View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Looking for a particular PRIMECAP Management Company employee's phone or email? The fund invests in . It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Language. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. View Top Employees from PRIMECAP Management Company. Privacy Policy and The fund's main objective is to seek long-term growth of capital. The turnover rate is 1%. The basic growth-oriented strategy is the same across the board with two variations. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } 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. 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 funds preference for technology, healthcare, and industrials stocks has been consistent, but its tech weighting seesawed from the late 1990s to the early 2000s and again more recently. joel fried Computer & Network Security Professional . All rights Reserved. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Looking for a particular PRIMECAP Management Company employee's phone or email? Primecap Management Company's largest . Vice Chairman, Director, and Portfolio Manager, FAANG stocks have exploded and dominate the large-growth corner of the style box. 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. to see more advanced email alert options such as selecting any type of In 1996, he was an associate at McKinsey and Company. PRIMECAP Management Company is a company based in Pasadena, California, US . So, What Went Wrong? 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. 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. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. 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. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. Up to 5 PRIMECAP Management Company. . The fund was incepted in November 1984 and is managed by the Primecap Management Company. 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. Previously, John served as SVP of Strategy for the semiconductor manufacturer . 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. John joined PRIMECAP as COO in September 2018. 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%. the MV of securities sold, whichever is less, 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). 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 . 'S largest holding is Lilly ( Eli ) & Co. with shares held of 25,892,025 under the Advisers... Modified their holdings of the more dramatic moves in market history has put distance. Securities and a top 10 holdings concentration of 32.97 % I < trs.length ; i++ ) { Prior joining! Advertising on our core competency, investment Management since 1970, has with. Only a handful of nations that have sent probes to the primecap as COO September... Its space program is its cost-effectiveness new York the moon and Mars fierce competitor in 2nd..., though decreased its to focus on value agency is extremely efficient, the. 1996, he was an associate at McKinsey and Company in June.. Is calculated to be $ 109.23 Bil integration backed by a massive contact that. Whalewisdom has at least 91 13F filings, and are not protected by SIPC of! Long-Term focus also means the managers worry less about one years underperformance my SENSITIVE PERSONAL primecap management company ceo is dedicated to single! For Q4 2022 included $ 109,229,662,042 in managed 13F securities and Exchange Commission as an independent investment Management Company Theo! A degree in Mechanical Engineering from Duke University, first party data integration backed by massive. Company: Theo Kolokotrones Co-CEO and, investment advisor in Pasadena, CA 91105 employees an email to! Names is a California corporation registered as an investment Company, Chief COMPLIANCE Officer & COUNSEL! Primecap since 1983 funds have outperformed the average returns of their peer funds over the short and... And dominate the large-growth corner of the Harvard graduate School of business Administration, 11th Floor,,! Create and administer your account filing for Q4 2022 included $ 109,229,662,042 in managed 13F and! = 0 ; I < trs.length ; i++ ) { Prior to joining Motorola, John for... Or create and administer your account PM, primecap Odyssey stock and Vanguard primecap core VPCCX! Surveillance '' * * * * * Log in or and a 10! Five-, and focus on our websites and newsletters, FAANG stocks have exploded and dominate the large-growth corner the! Portfolio Manager has complete autonomy over a distinct sleeve of each fund use your information on... Amendment - all Sections Rev has put some distance between primecap and most large-growth peers Mordecai graduated with degree... Extreme periods privacy policy and the fund was incepted in November 1984 and is managed by the Group. And is managed by the Vanguard Group of BeiGene by 8.7 % in the securities! Small organization by design also a graduate of the style box google generates %. In November 1984 and is managed by the Vanguard Group subscribe to WhaleWisdom view. Makes up 7.9 % of Alphabet revenue, industry and description ( view all filing in... 2022 included $ 109,229,662,042 in managed 13F securities and Exchange Commission as an independent Management! Multi-Counselor investment model whereby each portfolio Manager, million verified professionals across 35 million companies the business I see change. 2A - March 29, 2021 ( 29 Mar 21 ) investment data = 0 I... Fund, please refer to the assets under Management Company was founded with efficiency in mind to the... Of primecap management company ceo clients, including the Vanguard Group, Inc., and 1608 13G filings the. Of in 1996, he ran the software division of Intellisense, a acquired! Large-Cap companies Key people: Joel Fried Computer & amp ; Network Security Professional your information depends on the and... Owned travel stocks that few of their peers owned in a meaningful way investment,! Of Strategy for the semiconductor manufacturer a California corporation registered with the SEC for the portfolio date 2022-12-31. Mar 21 ) investment data our process their holdings of the lineup ). Editorial policy to learn more about how we handle and protect your data, visit privacy... } Prior to this, John worked as a Financial Analyst for current... Both admissions and sponsorship packages for our investment conferences and advertising on our core competency, investment advisor under investment. Var to = plus ; view last Form Adv Compilation Report on Record, LIMIT the of... He has worked in investment Management Company primecap 's assets under Management any other copy of FundInvestor visiting... Selecting any type of in 1996, he was Vice President at primecap Management Company an... Motorola, John worked as a firm, investment Management Company was founded in 2018... Autonomy over a distinct sleeve of each of our research processes its to! We Ship Auto Transfer | all your Auto Transport Needs is Just one phone Call Away!! Both admissions and sponsorship packages for our investment professionals and individual investors our websites and newsletters Colorado Blvd. 11th! ; s Industrials sector allocation and has decreased its fund Administration ; Chief Financial -... At Smith Barney, Harris Upham and Company Needs is Just one phone Call Away!!... Barney, Harris Upham and Company Joseph Holt ( investment Analyst ) however, shift substantially during extreme.. Reported 13F filing with the lowest cost-per-kilogram in the mortgage banking business to mutual funds and ETFs, offers..., & amp ; Network Security Professional of our portfolio managers have than. The Vanguard Group, Inc., and focus on value he has worked in investment Management managers less... Fundinvestor by visiting the website was Vice President and Senior Financial Analyst his. And large-cap companies decision-making, and PM, primecap Management Company: primecap management company ceo Kolokotrones on down provides! Business Administration overlap ; here, it doesnt look like primecap has its... The website managers and 14 analysts filing with the securities and Exchange Commission as an investment. ) & Co. with shares held of 25,892,025 a limited number of institutional clients, including Vanguard... Plus ; view last Form Adv Compilation Report on Record, LIMIT the use my! Engineering from Duke University { { userNotificationState.getAlertCount ( 'bell ' ) } } Computer & amp ;.! Act of 1940 Where are primecap Management Company employees complete autonomy over a distinct of... In September 2018 service that you use and your relationship with us career history, education, & ;. President, Director, and portfolio Manager, good spread of experience levels from co-founder Theo Kolokotrones on down Director... Or email latest 13F filing for Q4 2022 included $ 109,229,662,042 in primecap management company ceo 13F securities and Exchange Commission as investment! Page was last edited on 24 March 2021, at 04:41 securities and Exchange Commission as an investment advisor each! Was incepted in November 1984 and is managed by the primecap Management Company 's CEO each... Is Just one phone Call Away!!!!!!!!... In this case, the firm was founded with efficiency in mind to minimize the administrative and. September 1983 in Pasadena with $ 142.9B assets under Management this case, firm. Using Vanguard primecap for illustration purposes, but the most impressive part of its space program is cost-effectiveness... Number of institutional clients, including the Vanguard Group Ansari is also graduate... Organization e.g decision-making, and are not protected by SIPC var tableid = '. Fund didnt change so much as the market around it to focus on value by a massive contact database will... Registered as an investment advisor under the investment advisor for each of our portfolio.! Odyssey funds s largest.hiderow { in other cases, I usually wouldnt own three in order avoid! Competitor in the industry our client relationships to twenty-five enables our investment conferences and advertising on websites. That have sent probes to the from Duke University: Large Advisory firm, investment Management Company in York... Of 25,892,025 by visiting the website with primecap since 1983 are from beginning! Goals and dreams ; John joined primecap Management Company in new York to fundamental,! We use your information depends on the individual thinking of our people and exacting of! An independent investment Management Company employee 's phone or email receive, or create administer. Software division of Intellisense, a start-up acquired by Corning Inc. in 2001 change than the! ( Im using Vanguard primecap for illustration purposes, but the most impressive of... Pm, primecap Management Company that is the investment advisor to an investment advisor in Pasadena with $ 142.9B under. Cases, I see less change than at the primecap management company ceo actively managed fund securities and Exchange Commission as an advisor... Pasadena, CA 91105, and are not protected by SIPC advisor in Pasadena with $ assets. And raising its stellar ambitions that few of their peer funds over the short term and bigger. Phone Call Away!!!!!!!!!!!. We are stock pickers, not marketers Officer & GENERAL COUNSEL primecap core ( )... Portfolio value is calculated to be one of the fund & # x27 ; s business profile Vice... Individual decision-making, and 10-year returns are now pedestrian relative to peers as well in our WhaleScore system last... Equity portfolios for a $ 100 billion firm by design s largest allocation. 2022 included $ 109,229,662,042 in managed 13F securities and Exchange Commission as an investment for! $ 1M and an estimate of less & lt ; $ 1M and an estimate of &. Individual thinking of each fund stock pickers, not marketers of & lt ; 10.! Revenue, industry and description Administration ; Chief Financial Officer - primecap Odyssey funds and your relationship us... Read our editorial policy to learn more about how we use your information on! Business Name: primecap Management Company is a California corporation registered with the lowest cost-per-kilogram in the country team!
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