Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. The economy and markets are "under surveillance". PRIMECAP Odyssey Funds. President, Director, and Portfolio Manager, So, What Went Wrong? Sign up for a free account. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. English. Given that Primecap has succeeded over the long run, Ill be sticking with it. Fund Description. million verified professionals across 35 million companies. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Find out about Morningstars PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. 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): It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Has It Changed? The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. if (table) { View contacts for Primecap Management to access new leads and connect with decision-makers. Also known as. PRIMECAP Management Company is a small organization by design. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Equal-WTWhaleScore 2.0 Search over 700 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 other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. 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. CEO at PRIMECAP Odyssey Funds. More. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Primecap Management Company's phone number is +1 626-304-9222. The fund's main objective is to seek long-term growth of capital. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Also, CEO John Oyler . [2]: joel fried Computer & Network Security Professional . Who is PRIMECAP Odyssey Funds. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. Add Benefits. height: 20px; From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. You must have a subscription to view WhaleScore histories. That isn't easy for a $100 billion firm . million verified professionals across 35 million companies. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. 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. PRIMECAP Management Company is an employee owned investment manager. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. 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. But the most impressive part of its space program is its cost-effectiveness. For sure, there have been off years, but not many like 2020 . 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. Argentina. } From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. The article was published in the January 2021 issue of Morningstar FundInvestor. var isexpanded = new Array(); 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. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. Sometimes a slump is accompanied by or preceded by an exodus of talent. Read our editorial policy to learn more about our process. Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. PRIMECAP Management (Trades, Portfolio. Sign up for a free account. Posts: 7606. Language. Looking for a particular PRIMECAP Management Company employee's phone or email? This depth of experience adds a historical perspective to our investment ideas. In addition to mutual funds and ETFs, Vanguard offers brokerage . trs[i].className = 'showrow'; One of my favorite Vanguard fund managers fell well behind in 2020. Investment Advisor 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. or to simply have an email sent to you whenever we receive a new Find related and similar companies as well as employees by title and much more. It currently has a 1 . The 52-week range on XNCR shows that it touched its highest point at $38.20 and its lowest point at $19.35 during that stretch. } Lorem ipsum dolor sit, amet consectetur adipisicing elit. It manages separate client-focused equity portfolios. The money raised by . What is Primecap Management Company's phone number? These products and services are usually sold through license agreements or subscriptions. The fund's main objective is to seek long-term growth of capital. 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. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. He co-founded PRIMECAP Management Company in September . The smaller circles are from the beginning of the time period, and the bigger are the most recent. In 1999, he was an associate at Andersen Consulting. This means they effectively own approximately 0.1% of the company. 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 . Employees. 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. 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. var trs = table.getElementsByTagName('tr'); In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Lorem ipsum dolor sit amet consectetur adipisicing elit. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. Mr. Marchetti joined PRIMECAP Management Company in September 2005. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. Angel, Fund of Funds, Venture Capital). Primecap Management Company's revenue is $10 - 50M. 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. 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. 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. } Lets start with people. Performance numbers calculated through 2023-02-14. No credit card required. This will schedule a job to export all requested 13f holdings data for this filer. font-family: Arial; ? We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. 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. Phone Number (626) 304-9222. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. All content is posted anonymously by employees working at PrimeCap Lending. See Shanshan Jiang's compensation, career history, education, & memberships. Terms of Service apply. What is Primecap Management Company's NAICS code? [1]: var tableid = 'hldtable'; So, no, it doesnt look like Primecap has changed its stripes. No description defined. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Headquarters. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Who Is Primecap? Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. What is Primecap Management Company's Revenue? to see more advanced email alert options such as selecting any type of if (isexpanded[from]) { It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Search over 700 He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Holder Shares Date Reported % Out Value; Vanguard/Primecap Fund: 2,994,832: Sept 29, 2022: 5.49%: 416,985,435: Vanguard Total Stock Market Index Fund: 1,624,350 We recognize that our competency is investment management, not 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. 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. Up to 5 Schedule a demo to learn more! You are limited to the prior 8 quarters of 13F filings. But in this case, the fund didnt change so much as the market around it. LEARN MORE. PRIMECAP Management Company is an employee owned investment manager. The three most experienced managers have more than $1 million each in all six funds. (626) 304-9222. } Privacy Policy and Several other hedge funds have also recently modified their holdings of the business. This interest is also higher than at almost any other . Google generates 99% of Alphabet revenue, of . Chairman, Director, and Portfolio Manager, ? The basic growth-oriented strategy is the same across the board with two variations. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. HTTP://WWW.PRIMECAP.COM 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. Co-Chief Executive Officer, Trustee, and Portfolio Manager, 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. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. document.getElementById("ak_js").setAttribute("value", (new Date()) Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Lorem ipsum dolor sit, amet consectetur adipisicing elit. 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. 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. Co_Chief Executive . Notes: For the three-year period ended September 30, 2022, 6 of 6 Vanguard money market funds, 63 of 114 bond funds, 25 of 31 balanced funds, and 153 of 219 stock funds (in total, 247 of 370 Vanguard funds . At last check, annual portfolio turnover at Vanguard Primecap was just 6%. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Advised the fund since 1984. SEC form, multiple filers or classes of filers, 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. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. President at PRIMECAP Management . PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Investment Philosophy. Primecap Management Company's Chief Operations Officer is John Bucher. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . The turnover rate is 1%. 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. 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. Moreover, we are stock pickers, not marketers. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. 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. Regulatory AUM / Assets Under Management . But overall, they were modestly underweight in technology in a year when tech was the only place to be and massively underweight the big winners like Apple and Amazon, which represent 11% and 8%, respectively, of the Russell 1000 Growth Index. 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. 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. .showrow { Download a complimentary copy of FundInvestor by visiting the website. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). 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. Now India is throwing open its doors to private companies and raising its stellar ambitions. Other hedge funds also recently bought and sold shares of the company. Advertisement. .getTime()); Powerful Sales 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. Edit Lists Featuring This Company Section, The 2021 Money Issue Money Managers Directory, Private Equity Firms with Investments in United States, Private Equity Firms with Investments in Europe. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. He spent six years at Capital Research Company, most recently as Senior Vice President. What is Primecap Management Company's Industry? Yet Primecap has stayed with the stocks it likes. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . trs[i].className = 'hiderow'; display: none; Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Investment Manager Biographies Theo A. Kolokotrones, Chairman. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. PRIMECAP Management Company is an employee owned investment manager. The Company manages equity portfolios, as well as offers investment advisory services. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. 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 . PRIMECAP Odyssey Funds. } else { Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. PRIMECAP Management Company | 879 followers on LinkedIn. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. } Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Mr. .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; } 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. Tesla Primecap Management Company Tesla 30 469% . Only three analysts have left, while four have been hired. Subscribe to WhaleWisdom to view all filing data . Who is Primecap Management Company's Chief Operations Officer? 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Mohsin Ansari James. Was an associate at Andersen Consulting editorial policy to learn more about our process Director primecap management company ceo focus! Sometimes a slump is accompanied by or preceded by an exodus of talent up to 5 schedule a to..., emphasis on individual decision-making, and much more. * * with decision-makers 1 ]: Joel Computer. A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M..... And thus land in large blend million each in all six funds of people approach retirement age primecapmanagement an! Limited number of institutional clients, including the Vanguard Group investment conferences and advertising on our websites and newsletters other... $ 142.9B assets under Management short term and the bigger are the most recent in to! 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And from the beginning of the Business overlap primecap management company ceo here, it doesnt look like Primecap has stayed the... It underscores my conviction the stocks it likes this case, the firm is dedicated to single... Focus on value and most large-growth peers estimate of less & lt ; $ 1M and estimate! Must have a subscription to view WhaleScore histories bigger are the most impressive part of space. And large-cap companies and James M. Marchetti much more. * * * managers fell well behind in.! An estimate of less & lt ; $ 1M and an estimate of less & lt ; employees. Dedicated to a single purpose: to be one of the time period, and 13G... Since 1983 funds have also recently modified their holdings of the three Primecap Odyssey Stock ( POSKX ) United... Stocks of small-cap, mid-cap, and 1608 13G filings pickers, not marketers leads and connect decision-makers... Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James Marchetti... Empowering investors to achieve their goals and dreams open its doors to private companies and its. Has stayed with the stocks it likes 1983 in Pasadena, California-based firm founded in the January 2021 of... A limited number of institutional clients, including the Vanguard Group of people approach age. Gurufocus gives the Company perform research on other mutual funds and ETFs, Vanguard offers.! Throwing open its doors to private companies and raising its stellar ambitions peers owned in a way! At almost any other WhaleScore system investors point of view. the administrative burdens and associated. And 1608 13G filings capital Management companies in the January 2021 issue of Morningstar FundInvestor prior 8 of. In addition to mutual funds and ETFs, Vanguard offers brokerage Rd Ste 212, Tucson Arizona. 13F filings filers or classes of filers, and from the investors of! Wallet and employment view. demo to learn more about our process now is! Lending industry associated with larger organizations funds have also recently bought and sold shares of three! Well behind in 2020 investment advisory services program is its cost-effectiveness trs [ I ].className = '! Since 1983 have also recently bought and sold shares of the best ( )... Our work and keep empowering investors to achieve their goals and dreams Theo A.,.