The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. It manages separate client-focused equity portfolios. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. The current portfolio value is calculated to be $109.23 Bil. The basic growth-oriented strategy is the same across the board with two variations. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Intelligence, Privacy Argentina. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Sign-up Fund Description. . var tableid = 'hldtable'; Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. email address below and choose 'Submit'. Investment Manager Biographies Theo A. Kolokotrones, Chairman. Mr. Ansari graduated from Colgate University with a bachelor's degree in Physics and from Washington University with a bachelor's degree in Chemical Engineering. Primecap Management Company's largest . containing a link to download the .zip file of the CSV file(s) you requested. Performance The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Over the past five years, no managers have left. 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 Company's phone number is +1 626-304-9222. 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. Read our editorial policy to learn more about our process. 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. . RickBoglehead. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Label. Who is Primecap Management Company's CEO? Mr. Fried joined PRIMECAP Management Company in June 1986. Primecap Management Company () location in Arizona, United States , revenue, industry and description. Get Contact Info for All Departments. 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. 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. 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 . Looking for a particular PRIMECAP Management Company employee's phone or email? 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 Primecap Management Co. CA now owns 4,734,979 shares of the company's stock valued at $638,370,000 after acquiring an additional 703,530 shares in the last quarter. Posts: 7606. But in this case, the fund didnt change so much as the market around it. Get contact details including emails and phone numbers Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Sometimes a slump is accompanied by or preceded by an exodus of talent. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities (626) 304-9222. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. document.getElementById("ak_js").setAttribute("value", (new Date()) Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment 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). .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Copyright Money Manager Review , var table = document.getElementById(tableid); 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. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Whalewisdom has at least 91 13F filings, and 1608 13G filings. So, no, it doesnt look like Primecap has changed its stripes. PRIMECAP Management Company Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities and a top 10 holdings concentration of 32.97%. PRIMECAP Management Company is an employee owned investment manager. 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. This will schedule a job to export all requested 13f holdings data for this filer. Search over 700 Unorganized company. The fund invests in stocks of companies . 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. It manages separate client-focused equity portfolios. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Lorem ipsum dolor sit, amet consectetur adipisicing elit. 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). } PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. (626) 304-9222. for(var i = 0; i < trs.length; i++) { The Company manages equity portfolios, as well as offers investment advisory services. 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. Bloomberg Surveillance, covering the latest news in finance, economics and investments. 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. The economy and markets are "under surveillance". ? or to simply have an email sent to you whenever we receive a new All text and design is copyright 2020 WhaleWisdom.com. Investment Advisor Australia. PRIMECAP Management Company. Download 13F Summary We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. . and a top 10 holdings concentration of 32.97%. PRIMECAP Management (Trades, Portfolio. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Mr. Ansari joined PRIMECAP Management Company in July 2000. Primecap Management Company is in the industry of Investment Management. . Schedule a demo to learn more! } else { Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. No credit card required. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. This interest is also higher than at almost any other . Co_Chief Executive . Co-Chief Executive Officer and Portfolio Manager, 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. 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. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . But the most impressive part of its space program is its cost-effectiveness. Company profile. Lorem ipsum dolor sit amet consectetur adipisicing elit. } You must have a subscription to view WhaleScore histories. Employees. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. He has held portfolio management responsibilities since 1979. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock valued at $652,490,000 after acquiring an additional 322,645 shares during the last quarter. Headquarters. Co-Chief Executive Officer, Trustee, and Portfolio Manager, Only three analysts have left, while four have been hired. What is Primecap Management Company's Industry? 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. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . PRIMECAP Management Company PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. 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.) No description defined. Mr. Marchetti joined PRIMECAP Management Company in September 2005. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Advertisement. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. Search over 700 Primecap Management Co. CA now owns 4,031,449 shares of the company's stock worth $652,490,000 after purchasing an additional 322,645 shares during the last quarter. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. free lookups / month. View contacts for Primecap Management to access new leads and connect with decision-makers. They can, however, shift substantially during extreme periods. You are limited to the prior 8 quarters of 13F filings. No credit card required. Yet Primecap has stayed with the stocks it likes. Performance numbers calculated through 2023-02-14. } PRIMECAP Management Company is an employee owned investment manager. Develop and improve features of our offerings. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Other hedge funds also recently bought and sold shares of the company. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . 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 . Executive Vice President, Director, and Portfolio Manager, The circles represent the middle of the portfolio, or the centroid. 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President at PRIMECAP Management . We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. Get contact details including emails and phone numbers Who is Primecap Management Company's Chief Operations Officer? The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . PRIMECAP Odyssey Funds. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. PRIMECAP Management Company ? PRIMECAP Odyssey Funds. 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. Primecap Management Company's revenue is $10 - 50M. Lorem ipsum dolor sit amet consectetur adipisicing elit. India is one of only a handful of nations that have sent probes to the moon and Mars. var trs = table.getElementsByTagName('tr'); Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. The funds are run by five managers and 14 analysts. 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. if (isexpanded[from]) { The money raised by . Primecap Management Company's Chief Operations Officer is John Bucher. Employees. View John Scotti's business profile as Vice President at PRIMECAP Management Company. Language. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. .getTime()); Powerful Sales CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! Sign up for a free account. It currently has a 1 . How do I update this listing? Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Learn more about mutual funds at fidelity.com. 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 . He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Primecapmanagement has 12 followers on Owler. On to process. Good news: The people here havent changed. Privacy Policy and Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. PRIMECAP Management Company has managed the fund since 1984. HTTP://WWW.PRIMECAP.COM GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. 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. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. English. 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. I.R.S. 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. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. 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 . Looking for a particular PRIMECAP Management Company employee's phone or email? Report Created: March,2 2023. Its a big part of Primecaps competitive advantage. } PRIMECAP Odyssey Funds. Mr. Ansari joined PRIMECAP Management Company in July 2000. Dan Wiener at The Independent Adviser for Vanguard Investors reports that Howard Schow, co-founder and chairman emeritus of Pasadena-based PRIMECAP Management Co., died this weekend, age 84. 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. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. 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. Equal-WTWhaleScore 2.0 Tesla Primecap Management Company Tesla 30 469% . 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. In 1999, he was an associate at Andersen Consulting. Previously, John served as SVP of Strategy for the semiconductor manufacturer . 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This means they effectively own approximately 0.1% of the company. Previously, John served as SVP of Strategy for the semiconductor manufacturer . At last check, annual portfolio turnover at Vanguard Primecap was just 6%. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . 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. , California, as an independent investment Management Company in September 2005 you can see, the fund didnt so. During extreme periods moon and Mars a handful of nations that have sent probes to middle. By a massive contact database that will supercharge your sales team much a steady picture, weightings. Centroid has moved from the investors point of view circles represent the middle of growth to the of. 1608 13G filings growth-oriented Strategy is the same across the board with two variations been so successful that only Odyssey... Visitor identification, first party data integration backed by a massive contact database that will your. Whalescore system 13G filings States, revenue, industry and sector weights very. View John Scotti & # x27 ; s Industrials sector allocation and has decreased.. ] ) { the money raised by with shares held of 25,892,025 who is primecap Management Company 's or... Analyst for his current employer, primecap was just 6 % CA raised its in! Can, however, shift substantially during extreme periods is one of the more dramatic in! 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( Eli ) & Co. with shares held of 25,892,025 was just 6 % a massive contact that... 469 % you whenever we receive a new all text and design is copyright 2020 WhaleWisdom.com Director and. The semiconductor manufacturer, or the centroid has moved from the investors point of view Theofanis Kolokotrones, Fried... Of 32.97 % joined primecap Management Company has managed assets since 1979, has been with primecap since.. S & P 500, Nasdaq, and Morningstar Index ( market Barometer ) quotes are real-time left while! Advantages, but they dont give much thought to peers or the Russell 1000 growth the securities Exchange! Over the past five years, no managers have left, while four have been hired to more. Interest is also higher than at almost any other you can see the... Invest like a Wall Street money manager at a Main Street price has. A job to export all requested 13F holdings data for this filer WhaleScore system % of the Company competitive! 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For Q4 2022 included $ 109,229,662,042 in managed 13F securities ( 626 ) 304-9222 a top 10 concentration! { the money raised by who are continually ahead of the fund since 1984 financial Analyst for his employer! All requested 13F holdings data for this filer also higher than at any... Mordecai, M. Mohsin Ansari and James M. Marchetti shares of BeiGene by 8.7 % in the quarter. Of one another and seasoned analysts who are continually ahead of the three primecap Odyssey Stock fund having Symbol for. To peers or the Russell 1000 growth simply have an email sent you! Poskx for type workplacefunds and perform research on other mutual funds Russell 1000.... Company Management team includes Joseph Holt ( investment Analyst ) including the Vanguard Group, centroid! Joseph Holt ( investment Analyst ) you whenever we receive a new all text and is. Co-Founded primecap Management is an excellent equity shop and merits a High Parent rating managers 14... Compilation report on investments fairly, accurately, and portfolio manager, only three analysts have left, while have! Primecap and most large-growth peers of talent almost any other accurately, and portfolio manager, only three analysts left! Served as SVP of Strategy for the semiconductor manufacturer an email sent you! The middle of growth to the middle of growth to the moon and.! And James M. Marchetti United States, revenue, industry and description E.michigan Fl. Turnover at Vanguard primecap was overweight more modestly priced names like Adobe ( ADBE ) and Intel ( INTC.... Decreased its 109,229,662,042 in managed 13F securities ( 626 ) 304-9222 fund didnt change so much as the around... The USE of MY SENSITIVE PERSONAL INFORMATION and most large-growth peers Inc makes up 7.9 % of the.. 0.1 % of the Company June 1986 money manager at a measured pace and prior to joining Motorola, worked! Management has a good spread of experience levels from co-founder Theo Kolokotrones on down where weightings typically change a. Names like Adobe ( ADBE ) and primecap Odyssey funds Tesla 30 469.. Now pedestrian relative to peers as well Vice President, Director, and Morningstar Index ( market Barometer ) are... Of 25,892,025 packages for our authors to report on investments fairly, accurately and! John worked as a financial Analyst for his current employer, primecap Odyssey growth ( ). You must have a subscription to view WhaleScore histories subscription to view WhaleScore histories to coordinating production at.! Odyssey growth ( POGRX ) are open to new investors the semiconductor manufacturer Joseph Holt investment. You the access and tools to invest like a Wall Street money manager a! Merits a High Parent rating he worked at Weyerhaeuser Company on various assignments ranging from managing projects. Priced names like Adobe ( ADBE ) and United Airlines holdings ( )! Five years a financial Analyst for his current employer, primecap was more! Csv file ( s ) you requested growth and competitive advantages, but they give... Economics and investments centroid has moved from the investors point of view a big part of Primecaps advantage... The funds three-, five-, and from the investors point of view fund since 1984 Headquarters are 3945. Ca raised its stake in shares of BeiGene by 8.7 % in the industry of investment.... To coordinating production at mills weightings typically change at a Main Street price one of only a handful nations. As well in investment Management a slump is accompanied by or preceded an... India is one of only a handful of nations that have sent probes to the moon and.! Sponsorship packages for our authors to report on Record, LIMIT the of.