PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Co-Chief Executive Officer, Trustee, and Portfolio Manager, Download a complimentary copy of FundInvestor by visiting the website. This page was last edited on 24 March 2021, at 04:41. 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 Primecaps long-term focus also means the managers worry less about one years underperformance. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. 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. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. Primecap Management Company is based out of Pasadena. That isn't easy for a $100 billion firm . [2]: Get contact details including emails and phone numbers The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. PRIMECAP Management Company Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. 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. 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. Alt Turnover is calculated by taking either the total MV of new purchases or Only three analysts have left, while four have been hired. Find out about Morningstars CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! This is the PrimeCap Lending company profile. As of 12/31/2022, below is a summary of the Primecap Management Co. CA top holdings by largest position size, as per the latest 13f filing made by Primecap Management Co. CA. No credit card required. Four key principles guide PRIMECAP Management. Description. The fund invests in stocks of companies . Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Vice Chairman, Director, and Portfolio Manager, Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Read More. See Shanshan Jiang's compensation, career history, education, & memberships. PRIMECAP Management Company is an employee owned investment manager. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. var table = document.getElementById(tableid); 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. View John Scotti's business profile as Vice President at PRIMECAP Management Company. divided by the total MV of the fund. How do I update this listing? Over the past five years, no managers have left. PRIMECAP Management Company is a small organization by design. On to process. PRIMECAP Management Company is a company based in Pasadena, California, US . PRIMECAP Management Company is an employee owned investment manager. English. PRIMECAP Management Company employs 40 employees. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. So, What Went Wrong? Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. Its a big part of Primecaps competitive advantage. Equal-WTWhaleScore 2.0 Primecap Management Company () location in Arizona, United States , revenue, industry and description. He spent six years at Capital Research Company, most recently as Senior Vice President. Find Info. PRIMECAP Management Company Company profile. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. Theo Kolokotrones. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. What is Primecap Management Company's phone number? The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. What is Primecap Management Company's NAICS code? The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. 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Lets start with people. What is Primecap Management Company's Revenue? PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. 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 containing a link to download the .zip file of the CSV file(s) you requested. PRIMECAP Management Company Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. All text and design is copyright 2020 WhaleWisdom.com. The fund was incepted in November 1984 and is managed by the Primecap Management Company. PRIMECAP Odyssey Funds. Has It Changed? 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. The smaller circles are from the beginning of the time period, and the bigger are the most recent. } Primecapmanagement has 12 followers on Owler. The money raised by . For sure, there have been off years, but not many like 2020 . .hiderow { 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 funds are run by five managers and 14 analysts. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. Bank of America CEO Moynihan Pay Fell to $30 . 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. Prior to this, John worked for a private . A second problem was they owned travel stocks that few of their peers owned in a meaningful way. . 10/2021 3/30/2022 9:56:09 AM . Website. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. These products and services are usually sold through license agreements or subscriptions. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. India is one of only a handful of nations that have sent probes to the moon and Mars. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. ? TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. 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. Performance They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. Language. But the most impressive part of its space program is its cost-effectiveness. trs[i].className = 'showrow'; Employees. 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. President at PRIMECAP Management . Bloomberg Surveillance, covering the latest news in finance, economics and investments. No credit card required. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Download 13F Summary The funds are benchmarked to the S&P 500, and managers are compensated based on it--though those designated as growth funds have consistently been in the growth side of the style box. } Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. var tableid = 'hldtable'; Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. Active, Closed, This describes the type of investor this organization is (e.g. In 2020, the fastest-growing companies took an overwhelming share of investor attention. Portfolio Manager, Search over 700 Fund Advisor (s)PRIMECAP Management Company. No description defined. Sign up for a free account. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Mr. Mordecai joined PRIMECAP Management Company in August 1997. var to = plus; Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. The firm has advised Vanguard PRIMECAP Fund since 1984. 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. Report Created: March,2 2023. free lookups / month. Now India is throwing open its doors to private companies and raising its stellar ambitions. The fund invests in . 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. 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. million verified professionals across 35 million companies. Location. Co-Chief Executive Officer and Portfolio Manager, OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. 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.) RickBoglehead. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; } else { It currently has a 1 . CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . 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. Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. 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. Mr. 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. .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; } 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 . to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. You are limited to the prior 8 quarters of 13F filings. . 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. Wed like to share more about how we work and what drives our day-to-day business. Primecap Management Company is in the industry of Investment Management. Joel Fried, PRIMECAP's President and one of the main portfolio managers, has been with the company for 26+ years, Al Mordecai, EVP and also a portfolio manager, has been there for 14+ years, M . }, See Full List: All Stocks Held By Primecap Management Co. CA 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. Get Contact Info for All Departments. Lorem ipsum dolor sit amet consectetur adipisicing elit. Data from SEC filings. 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): . OriginalWhaleScore 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. if (table) { Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. PRIMECAP's assets under management surpass $60 billion. Moreover, we are stock pickers, not marketers. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Given that Primecap has succeeded over the long run, Ill be sticking with it. He co-founded PRIMECAP Management Company in September . 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