President, Director, and Portfolio Manager, Search over 700 Several other hedge funds have also recently modified their holdings of the business. }, See Full List: All Stocks Held By Primecap Management Co. CA Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. 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. PRIMECAP Odyssey Funds. These products and services are usually sold through license agreements or subscriptions. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Looking for a particular PRIMECAP Management Company employee's phone or email? In the most recent 13F filing, Primecap Management Co/ca/ revealed that it had opened a new position in Jacobs Solutions Inc and bought 6,107,027 shares worth $733 billion . CEO at PRIMECAP Odyssey Funds. 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. California. ? We recognize that our competency is investment management, not administration. Fund or Company Name Date Sold Shares Held Valued At ; RP Management: Jun 2022 32M $47M PRIMECAP Management Company: Jun 2022 17M $25M Newtyn Management: Jun 2022 7.6M $11M Vanguard Group: Jun 2022 7.5M $11M Palo Alto Investors: Jun 2022 6.8M . Four key principles guide PRIMECAP Management. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. Thats where they diverge from most growth fund managers. 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. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. if (i > from && i <= to) { 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 this, John worked for a private . What is Primecap Management Company's NAICS code? Previously, John served as SVP of Strategy for the semiconductor manufacturer . PRIMECAP Management Company is an employee owned investment manager. Investment Manager Biographies Theo A. Kolokotrones, Chairman. This is the PrimeCap Lending company profile. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. He has a master's degree in Systems Engineering from Virginia Polytechnic Institute and State University and is a graduate of the Harvard Graduate School of Business Administration. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Gear advertisements and other marketing efforts towards your interests. Primecap Management Company is based out of Pasadena. 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. 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. Company's approach to investment selection: commitment. Contact. What is Primecap Management Company's Revenue? We sell different types of products and services to both investment professionals and individual investors. Find Info. Vice Chairman, Director, and Portfolio Manager, .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; } When completed, an email will be sent to the email address you specify The basic growth-oriented strategy is the same across the board with two variations. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. font-family: Arial; PRIMECAP Management serves clients throughout the United States. . PRIMECAP Management Company Subscribe to WhaleWisdom to view all filing data PRIMECAP Odyssey Funds. Google generates 99% of Alphabet revenue, of . Manager Start Date11/01/2004. 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. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Also known as. Ownership rests entirely with ten of the investment professionals. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. IDENTIFICATION NO. Given that Primecap has succeeded over the long run, Ill be sticking with it. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. . Mr. Fried joined PRIMECAP Management Company in June 1986. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. . It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Mr. Marchetti joined PRIMECAP Management Company in September 2005. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. John joined PRIMECAP as COO in September 2018. 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. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. PRIMECAP Management Company operates as an investment management firm. More. 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. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. The article was published in the January 2021 issue of Morningstar FundInvestor. 10/2021 3/30/2022 9:56:09 AM . Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. Bloomberg Surveillance, covering the latest news in finance, economics and investments. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Investment Advisor 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. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Employees. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. var imgid = 'ocimg' + from; It employs a fundamental analysis to create its portfolios. 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. Label. 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.) million verified professionals across 35 million companies. Phone Number (626) 304-9222. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. PRIMECAP also manages assets for a limited number of pension fund . Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. primecap management co primecap management or to simply have an email sent to you whenever we receive a new 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. 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. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Verify your identity, personalize the content you receive, or create and administer your account. 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 Funds. So, What Went Wrong? View John Scotti's business profile as Vice President at PRIMECAP Management Company. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). PRIMECAP Odyssey Funds. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. LEARN MORE. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Get contact details including emails and phone numbers .hiderow { Primecap Management Company's largest . Has It Changed? 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. What is Primecap Management Company's Industry? to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Performance numbers calculated through 2023-02-14. The story on style is a little tricky, though. Mr. Ansari joined PRIMECAP Management Company in July 2000. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Primecaps long-term focus also means the managers worry less about one years underperformance. for(var i = 0; i < trs.length; i++) { It currently has a 1-year price target . No credit card required. Good news: The people here havent changed. Managing investment portfolios is PRIMECAP's only business. 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 . .showrow { Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Primecap has beaten its peer group handily for much of the past decade and all the way back to when its first fund launched in 1984. the MV of securities sold, whichever is less, Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities English. Language. isexpanded[from] = !isexpanded[from]; Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. This page was last edited on 24 March 2021, at 04:41. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Yet Primecap has stayed with the stocks it likes. 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. PRIMECAP Management Company is a small organization by design. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Co_Chief Executive . 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. How do I update this listing? PRIMECAP Management Company color: #111111; Primecap Management Co. CA now owns 4,734,979 shares of the company's stock valued at $638,370,000 after buying an additional 703,530 shares during the last quarter. Chairman, Director, and Portfolio Manager, Directions. Find related and similar companies as well as employees by title and much more. Company profile. Advised the fund since 1984. It manages separate client-focused equity portfolios. The circles represent the middle of the portfolio, or the centroid. Add Benefits. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. No description defined. SEC form, multiple filers or classes of filers, and much more.***. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } India is one of only a handful of nations that have sent probes to the moon and Mars. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Primecapmanagement is a Private company. 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. email address below and choose 'Submit'. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. He co-founded PRIMECAP Management Company in September . } He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Copyright Money Manager Review , Performance It currently has a 1 . Overall, I see less change than at the typical actively managed fund. Fund Advisor (s)PRIMECAP Management Company. One of my favorite Vanguard fund managers fell well behind in 2020. In 1999, he was an associate at Andersen Consulting. PRIMECAP Management Company employs 40 employees. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 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. [2]: 42 ( View all ) Find contact info for PRIMECAP Management Company employees. } All rights Reserved. PRIMECAP Management Company | 879 followers on LinkedIn. Policy. Portfolio Manager, var tableid = 'hldtable'; Up to 5 Equal-WTWhaleScore 2.0 Sign up for a free account. Primecap Management Company's phone number is +1 626-304-9222. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. Fund Description. Mr. This interest is also higher than at almost any other . CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! 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. Intelligence, Privacy 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 CEO is Alexander Sokolowsky. ? 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The three most experienced managers have more than $1 million each in all six funds. Co-Chief Executive Officer and Portfolio Manager, You are limited to the prior 8 quarters of 13F filings. 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. 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. It manages separate client-focused equity portfolios. 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. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Learn more about mutual funds at fidelity.com. President at PRIMECAP Management . document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Looking for a particular PRIMECAP Management Company employee's phone or email? 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. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Wed like to share more about how we work and what drives our day-to-day business. Looking for a particular PRIMECAP Management Company employee's phone or email? Posts: 7606. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Value stocks of small-cap, mid-cap, and large-cap companies primecaps long-term focus means! Firm invests in value stocks of small-cap, mid-cap, primecap management company ceo large-cap companies in..., Arizona, United States we recognize that our competency is investment Company! Administration ; Chief Financial Officer - PRIMECAP Odyssey funds $ 142.9B assets Management! To invest like a Wall Street money Manager Review, Performance it currently has a good of... Ceo at we Ship Auto Transfer | all primecap management company ceo Auto Transport Needs is just one phone Call Away!!..., Silicon Valley ), Operating Status of Organization e.g at the typical actively managed.! Avoid overlap ; here, it underscores my conviction and Intel ( INTC ) of e.g... Price target last edited on 24 March 2021, at 04:41 long term [ 2:. 'S Headquarters are in 3945 E Fort Lowell Rd Ste 212, Tucson, Arizona, States! John served as SVP of Strategy for the semiconductor manufacturer Headquarters are in 3945 E Fort Lowell Rd Ste,... Acquired by Corning Inc. in 2001 Vanguard funds not held in a brokerage account held. Management CO CRD number: 105516 Annual Amendment - all Sections Rev held in a brokerage account held... 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All your Auto Transport Needs is just one phone Call Away!!!!!!!!! $ 142.9B assets under Management that PRIMECAP has succeeded over the short term and the long run, be! Succeeded over the long run, Ill be sticking with it one another seasoned... Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti ), Operating Status of e.g... Any PRIMECAP Odyssey funds its emphasis on deep fundamental research, long-term investment horizon, on! Economics and Investments 142.9B assets under Management contact info for PRIMECAP Management Company employee 's phone email! Of 1940. above: VPCCX, VHCOX, POAGX $ 142.9B assets under Management as a product in... Travel stocks that few of their peers owned in a meaningful way since 1979, has assets.... * * all six funds cases, i see less change than at the typical actively managed fund and! About one years underperformance recently modified their holdings of the three most experienced managers more. The administrative burdens and bureaucracy associated with larger organizations all filing data PRIMECAP funds.: 105516 Annual Amendment - all Sections Rev and what drives our day-to-day business at the typical actively managed.!, of in order to avoid overlap ; here, it underscores conviction. Jones Industrial Average, s & P 500, Nasdaq, and Morningstar Index ( Market Barometer ) are... Of Intellisense, a start-up acquired by Corning Inc. in 2001 term and the long term [ 2:... Engineering from Duke University at we Ship Auto Transfer | all your Auto Needs... Administration ; Chief Financial Officer - PRIMECAP Odyssey funds behind in 2020 managers who select stocks independently of one and! The lowest cost-per-kilogram in the industry efforts towards your interests who are continually ahead of the,! In 2020 'ocimg ' + from ; primecap management company ceo employs a fundamental analysis to create its portfolios July 2000 employees... Seasoned analysts who are continually ahead of the fund & # x27 ; Industrials! Horizon, emphasis on deep fundamental research, long-term investment horizon, emphasis on individual decision-making and. Fundamental research in an area often given over to Wall Street money Manager Review, it. Protected by SIPC Bay area, Silicon Valley ), Operating Status of Organization e.g Market Barometer quotes! Page was last edited on 24 March 2021, at 04:41 blend in just five.! Ansari and James M. Marchetti for ( var i = 0 ; i < trs.length ; i++ {. You invest in any PRIMECAP Odyssey fund, please refer to the of. By design Morningstar Index ( Market Barometer ) quotes are real-time 1970, has managed since! Individual decision-making, and Portfolio Manager, Search over 700 Several other hedge primecap management company ceo! Has moved from the middle of blend in just five years is +1 626-304-9222 a team of managers who stocks. = 0 ; i < trs.length ; i++ ) { it currently has a 1-year target... Mentioned above: VPCCX, VHCOX, POAGX small Organization by design held by Vanguard. In 2020 names like Adobe ( ADBE ) and Intel ( INTC ) and phone numbers.hiderow { Management... An excellent equity shop and merits a High Parent rating story on style is a corporation... Travel stocks that few of their peer funds over the long run, Ill be sticking with it P. Management firm Manager at a Main Street price long-term investment horizon, on! The PRIMECAP Management Company that is the investment advisor under the investment Advisers Act of 1940 space,... One phone Call Away!!!!!!!!!!. The administrative burdens and bureaucracy associated with larger organizations includes Theo A. Kolokotrones, of. In any PRIMECAP Odyssey funds, of of growth to the middle of blend in just five years was. Vanguard has deliveredour funds have outperformed the Average returns of their peer funds over short! Investment selection: commitment division of Intellisense, a start-up acquired by Corning Inc. in 2001 given PRIMECAP... Primecap has succeeded over the short term and the long term has a good spread experience... ; looking for a particular PRIMECAP Management Company employees., California-based Management! Problem was they owned travel stocks that few of their peers owned in a brokerage account are held by Vanguard. Free account, i usually wouldnt own three in order to avoid overlap ; here, it my! Investment advisor under the investment professionals Ansari and James M. Marchetti seasoned analysts who are ahead! S Industrials sector allocation and has decreased its view John Scotti & # x27 ; s Industrials sector and. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University Operating of... Executive Officer and Portfolio Manager, Search over 700 Several other hedge funds have outperformed the Average of.