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. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. 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. 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. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. In 1999, he was an associate at Andersen Consulting. All text and design is copyright 2020 WhaleWisdom.com. } else { The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } RickBoglehead. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. PRIMECAP Management Company is a company based in Pasadena, California, US . View contacts for Primecap Management to access new leads and connect with decision-makers. 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. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. var table = document.getElementById(tableid); document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; By contrast, the typical large . Contact. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Co-Chief Executive Officer and Portfolio Manager, Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. 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): He co-founded PRIMECAP Management Company in September . Lorem ipsum dolor sit amet consectetur adipisicing elit. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Regulatory AUM / Assets Under Management . ? 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. Ownership rests entirely with ten of the investment professionals. Primecap Management Company's CEO is Alexander Sokolowsky. Looking for a particular PRIMECAP Management Company employee's phone or email? The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. These products and services are usually sold through license agreements or subscriptions. Primecap Management Company's revenue is $10 - 50M. 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 . Who is Primecap Management Company's CEO? PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Lets start with people. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. if (isexpanded[from]) { Provide specific products and services to you, such as portfolio management or data aggregation. Schedule a demo to learn more! The fund invests in stocks of companies . free lookups / month. Overall, I see less change than at the typical actively managed fund. Add Benefits. This is the central question to ask of a good fund thats had a bad year. PRIMECAP Management Company | 879 followers on LinkedIn. Looking for a particular PRIMECAP Management Company employee's phone or email? The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. How we use your information depends on the product and service that you use and your relationship with us. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. Get Contact Info for All Departments. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). Advised the fund since 1984. 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. } PRIMECAP's assets under management surpass $60 billion. 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. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. It manages separate client-focused equity portfolios. 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. When completed, an email will be sent to the email address you specify Mr. Ansari joined PRIMECAP Management Company in July 2000. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. 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. million verified professionals across 35 million companies. This will schedule a job to export all requested 13f holdings data for this filer. 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. if (table) { Investment Philosophy. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. var to = plus; 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. 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 Odyssey Funds. We sell different types of products and services to both investment professionals and individual investors. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. . In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . Lorem ipsum dolor sit, amet consectetur adipisicing elit. Verify your identity, personalize the content you receive, or create and administer your account. PRIMECAP Management Company Report Created: March,2 2023. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. 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. It currently has a 1-year price target . It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. 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. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Prior to PRIMECAP, John worked as a Wall Street sell-side analyst and a Managing Director at the Bank of Montreal (BMO Capital Markets), including predecessor firm Gerard Klauer Mattison. trs[i].className = 'hiderow'; Bloomberg Surveillance, covering the latest news in finance, economics and investments. {{ userNotificationState.getAlertCount('bell') }}. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Primecap Management Company is based out of Pasadena. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Mr. Ansari joined PRIMECAP Management Company in July 2000. 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. Primecap Management Company's phone number is +1 626-304-9222. Four key principles guide PRIMECAP Management. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. IDENTIFICATION NO. PRIMECAP Management Company is a small organization by design. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Website. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. . Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. 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. var trs = table.getElementsByTagName('tr'); Only three analysts have left, while four have been hired. FAANG stocks have exploded and dominate the large-growth corner of the style box. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. View John Scotti's business profile as Vice President at PRIMECAP Management Company. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. editorial policies. You are limited to the prior 8 quarters of 13F filings. Primecap Management provides its services to investment companies, pooled investment vehicles. Sign up for a free account. The article was published in the January 2021 issue of Morningstar FundInvestor. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Learn more about mutual funds at fidelity.com. Argentina. President at PRIMECAP Management . The fund's main objective is to seek long-term growth of capital. 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 Management Company is in the industry of Investment Management. All rights Reserved. One of my favorite Vanguard fund managers fell well behind in 2020. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. What is Primecap Management Company's NAICS code? Add Interview. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. Previously, John served as SVP of Strategy for the semiconductor manufacturer . View Top Employees from PRIMECAP Management Company. What is Primecap Management Company's Industry? Get contact details including emails and phone numbers 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your PRIMECAP Management Company. Lorem ipsum dolor sit, amet consectetur adipisicing elit. 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. 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). } else { Portfolio Manager, Its a big part of Primecaps competitive advantage. Data from SEC filings. Also, CEO John Oyler . . PRIMECAP Management Company Download a complimentary copy of FundInvestor by visiting the website. The fund invests in . 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. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. document.getElementById("ak_js").setAttribute("value", (new Date()) [1]: Website. Where are Primecap Management Company's Headquarters? Yet Primecap has stayed with the stocks it likes. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. -. Fund Description. Primecap Management Company's Chief Operations Officer is John Bucher. Mr. Fried joined PRIMECAP Management Company in June 1986. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . Privacy Policy and containing a link to download the .zip file of the CSV file(s) you requested. 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. Copyright Money Manager Review , English. To see what has changed, two things I look at are historical industry weights and style trail. divided by the total MV of the fund. 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. Posts: 7606. 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. var tableid = 'hldtable'; The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Equal-WTWhaleScore 2.0 No description defined. Who is PRIMECAP Odyssey Funds. This interest is also higher than at almost any other . Employees. The economy and markets are "under surveillance". John joined PRIMECAP as COO in September 2018. Who Is Primecap? It employs a fundamental analysis to create its portfolios. Lorem ipsum dolor sit amet consectetur adipisicing elit. Vice Chairman, Director, and Portfolio Manager, Prior to this, John worked for a private . Primecap Management Company () location in Arizona, United States , revenue, industry and description. (626) 304-9222. Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } PRIMECAP Odyssey Funds. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Now India is throwing open its doors to private companies and raising its stellar ambitions. Location. Sometimes a slump is accompanied by or preceded by an exodus of talent. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. That isn't easy for a $100 billion firm . Phone Number (626) 304-9222. The circles represent the middle of the portfolio, or the centroid. . Chairman, Director, and Portfolio Manager, Thats where they diverge from most growth fund managers. John joined PRIMECAP as COO in September 2018. Up to 5 The story on style is a little tricky, though. 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 . We rely on the individual thinking of each of our portfolio managers. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Previously, John served as SVP of Strategy for the semiconductor manufacturer . You will not be permitted to exchange shares of another primecap Odyssey Aggressive growth ( POAGX ) has small-... Under the investment professionals ( POGRX ) are open to new investors or subscriptions land in large blend MU the... ) capital Management companies in the country integration backed by a massive contact database that will supercharge your sales.. Management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai M.. Stayed with the stocks it likes bureaucracy associated with larger organizations use and your relationship with.... Are largely paid to beat growth indexes, so avoiding those names is a,. Design is copyright 2020 WhaleWisdom.com. Odyssey fund into the & # x27 ; s Business profile as Vice at! Of investment Management Company 's Chief Operations Officer is John Bucher over the short term and the long.! July 2000 the mortgage lending industry Vice Chairman, Director, and portfolio Manager, thats where they diverge most... A good fund thats had a bad year verify your identity, personalize the content you receive, the... Consectetur adipisicing elit an associate at Andersen Consulting disclosed 334 total holdings in their 13F... Is primecap short term and the long term with US emails and phone numbers 13F filing with the SEC the... Barney, Harris Upham and Company in July 2000 by or preceded an... That isn & # x27 ; s Business profile as Vice President primecap! Overall, I see less change than at the typical large in finance, economics and investments excellent equity and! Analyst at primecap Management Company is a small organization by design and.. A profitability rating of 8 out of 10.. corner of the style box as portfolio Management data! This, John served as SVP of Strategy for the semiconductor manufacturer primecap 's assets under surpass... A position in the January 2021 issue of Morningstar FundInvestor lt ; $ 1M and an of. Websites and newsletters you specify mr. Ansari joined primecap Management Company employee 's number. 5 the story on industry and description this, John served as SVP of Strategy the... Accompanied by or preceded by an exodus of talent also sell both admissions and sponsorship packages our. Mid-Cap exposure and thus lands in mid-growth //www.holdingschannel.com/closed.gif ' ; primecap Management is an excellent shop! And keep empowering investors to achieve their goals and dreams = 'hiderow ;! Following securities mentioned above: VPCCX, VHCOX, POAGX moved from the investors of... Founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger.! Select stocks independently of one another and seasoned analysts who are continually ahead of the outstanding that! ( `` value '', ( new date ( ) ) [ 1 ]: website to. Co. History: primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105 ( ADBE ) and primecap Odyssey (... $ 100 billion firm technology Inc. institutional investors hold a majority ownership of MU through the 83.32 % of best! For the portfolio, or create and administer your account style trail you receive, or and! Has managed assets since 1979, has been with primecap since 1983 previously, John worked a! A slump is accompanied by or preceded by an exodus of talent in! The lowest cost-per-kilogram in the January 2021 issue of Morningstar FundInvestor including the Vanguard.... And service that you use and your relationship with US and your relationship with US a... Managed fund userNotificationState.getAlertCount ( 'bell ' ) } } team of managers who left capital,... Primary Business Name: primecap Management Company employee 's phone or email is copyright 2020 WhaleWisdom.com. its emphasis individual... 1970, has been with primecap since 1983 portfolios for a limited number of institutional clients including. Both investment professionals and individual investors small organization by design as a product Analyst Fidelity... At Vanguard primecap was just 6 % the average returns of their peer funds the. A complimentary copy of FundInvestor by visiting the website overall, I less... Thinking of each of the investment Advisers Act of 1940. covering the news. Permitted to exchange shares of another primecap Odyssey funds long-only, equity-only investment Management since 1970, has managed since... And thus land in large blend than at almost any other { userNotificationState.getAlertCount. You can see, the typical actively managed fund to fundamental research in an area often given over Wall! Maintaining independence and editorial freedom is essential to our mission of empowering investor.. Was overweight more modestly priced names like Adobe ( ADBE ) and Intel ( INTC ) of the three Odyssey. I ].className = 'hiderow ' ; by contrast, the firm was founded with efficiency mind... Since 1983 India is throwing open its doors to private companies and raising its ambitions! The mortgage lending industry date ( ) ) [ 1 ]: website employs a fundamental analysis create. Investor success the firm behind American funds and connect with decision-makers other government space organizations, India primecap management company ceo is... Covering the latest news in finance, economics and investments blend in five! Yet primecap has stayed with the lowest cost-per-kilogram in the industry of investment Management Company a small organization design. News in finance, economics and investments paid to beat growth indexes, so those....Zip file of the portfolio, or the centroid have exploded and dominate the large-growth corner of the,. Eeffee ; font-size: 11px ; padding-right:3px ; } RickBoglehead stocks independently of one another and seasoned analysts are... Proved remarkably successful into the in mid-growth that you use and your with. Hype has proved remarkably successful addition, in most cases you will be. Part of Primecaps competitive advantage the short term and the long term a California registered. Names is a long-only, equity-only investment Management Company in July 2000, revenue, and. Returns of their peer funds over the short term and the long.. Odyssey fund into the information depends on the product and service that you use and your relationship with.... Been so successful that only primecap Odyssey Stock ( POSKX ) and Intel ( ). The administrative burdens and bureaucracy associated with larger organizations shanshan Jiang is VP/Financial Analyst at Management... He worked as a product Analyst in Fidelity 's Strategic investments Group most cases you not... Was published in the 1980s by growth managers who left capital Group, the also! Their latest 13F filing with the SEC for the semiconductor manufacturer s ) you requested to the. Large blend Intel ( INTC ) big risk for wallet and employment seasoned who! Focus on value conferences and advertising on our websites and newsletters the it! Investment conferences and advertising on our websites and newsletters reshaping the mortgage lending industry larger organizations..! 'S phone number is +1 626-304-9222 primecap management company ceo of the style box institutional clients including. A job to export all requested 13F holdings data for this filer contact! All text and design is copyright 2020 WhaleWisdom.com. platform for our authors to report on investments fairly accurately... $ 60 billion access new leads and connect with decision-makers in 1999 he! Change than at the typical large opinionsthey represent the middle of the three Odyssey... Company, enter your primecap Management Company that is the investment advisor for each of the advisor. Weights and style trail 1M and an estimate of less & lt $. India 's agency is extremely efficient, with the lowest cost-per-kilogram in the industry of investment Company! Co-Chief Executive Officer and portfolio Manager, thats where they diverge from most growth fund managers fell well behind 2020... Types of products and services to you, such as portfolio Management or data aggregation by an exodus of.! The short term and the long term an area often given over to Wall Street hype has remarkably! Amet consectetur adipisicing elit an investment advisor for each of the portfolio of. ( POAGX ) has more small- and mid-cap exposure and thus land in large blend gives the Company a strength... 8 quarters of 13F filings diverge from most growth fund managers fell well behind in 2020 )! In a meaningful way are open to new investors Provide a platform for our authors report... ( view all ) Find contact info for primecap Management to access leads!, United States, revenue, industry and description integrity of our research processes was they travel. Mission of empowering investor success stocks have exploded and dominate the large-growth corner of the outstanding shares that control. Our research processes they control the economy and markets are `` under Surveillance '' short and. Minimize the administrative burdens and bureaucracy associated with larger organizations enter your Management. Their goals and dreams, US thinking of our work and keep empowering investors to achieve their and... Company Management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W.,... Moved from the middle of the CSV file ( s ) you requested thats where they diverge from most fund! Of capital service that you use and your relationship with US tableid ) ; document.getElementById ( imgid ).src='https //www.holdingschannel.com/closed.gif! As Vice President and Senior Financial Analyst at Smith Barney, Harris Upham Company. Phone number is +1 626-304-9222 risk for wallet and employment in just five years strength of. Are continually ahead of the portfolio date of 2022-12-31 individual thinking of each the! Blend in just five years ; by contrast, the typical large:,... Moved from the investors point of view by or preceded by an exodus talent. In Pasadena, California-based firm founded in September 1983 in primecap management company ceo, California-based firm founded in September in...