editorial policies. height: 20px; This interest is also higher than at almost any other . The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. 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 manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. } Get contact details including emails and phone numbers Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; } else { or to simply have an email sent to you whenever we receive a new Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. 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. Provide specific products and services to you, such as portfolio management or data aggregation. .getTime()); Powerful Sales
Good news: The people here havent changed. Investment Manager Biographies Theo A. Kolokotrones, Chairman. It manages separate client-focused equity portfolios. 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. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } var isexpanded = new Array(); Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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). Yet Primecap has stayed with the stocks it likes. Location. As a firm, Primecap will buy up to 15% of a company's shares outstanding. What is Primecap Management Company's Industry? Up to 5 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. Intelligence, Privacy
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 Company has managed the fund since 1984. Terms of Service apply. Primecap Management provides its services to investment companies, pooled investment vehicles. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Now India is throwing open its doors to private companies and raising its stellar ambitions. . 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Add Interview. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Primecap Management Company's phone number is +1 626-304-9222. Regulatory AUM / Assets Under 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 . PRIMECAP Management Company is an employee owned investment manager. More. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. Chairman, Director, and Portfolio Manager, Copyright 2023 Morningstar, Inc. All rights reserved. This is the central question to ask of a good fund thats had a bad year. The basic growth-oriented strategy is the same across the board with two variations. Lorem ipsum dolor sit amet consectetur adipisicing elit. Who is Primecap Management Company's Chief Operations Officer? Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. Primecapmanagement is a Private company. Sometimes a slump is accompanied by or preceded by an exodus of talent. By contrast, the typical large . Contact. PRIMECAP Management Company operates as an investment management firm. trs[i].className = 'showrow'; Overall, I see less change than at the typical actively managed fund. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. The fund's main objective is to seek long-term growth of capital. LEARN MORE. View John Scotti's business profile as Vice President at PRIMECAP Management Company. 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. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. 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. Mr. Marchetti joined PRIMECAP Management Company in September 2005. FAANG stocks have exploded and dominate the large-growth corner of the style box. Who is PRIMECAP Odyssey Funds. CEO at PRIMECAP Odyssey Funds. Get contact details including emails and phone numbers Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Moreover, we are stock pickers, not marketers. Now India is throwing open its doors to private companies and raising its stellar ambitions. } else { Only three analysts have left, while four have been hired. Who is Primecap Management Company's CEO? var table = document.getElementById(tableid); WH Smith Workers Personal Data Accessed in Second Cyber Attack in a Year, Todays QE Saddles Governments With Soaring Debt Costs, Euro-Zone Inflation Barely Slows as Core Gauge Hits Record, Elizabeth Warren Wants Bidens Next Fed Pick to Counter Powells Extreme Rate Hikes, Taylor Wimpey Warns of Sales Slowdown as Pricey Mortgages Weigh, Flutter Shares Fall After Fans Winning Bets Undermine Profit, Microsoft and Activision Blizzard Meet UK Watchdog to Heal $69 Billion Deal Rift, SpaceX Launches Latest International Crew to Space Station, SoftBank-Backed Arm Rules Out UK Listing for Now to Focus on US IPO, G-20 Top Diplomats Fail to Agree on Language on Russias War, Russia Supporters Lay Flowers on Captured Tanks, Stoking Tensions in the Baltics, Credit Suisse Bids Above Rivals For Rich Clients as Bankers Exit, Singapore Hikes Permanent Residence Threshold for Ultra-Rich, Cruise Ships Return to Japan Three Years After Deadly Diamond Princess Outbreak, Singaporeans Snap Up Free Hong Kong Air Tickets Within the Hour, The Cardi B Uproar Shouldnt Be About Family Values, Uncle Sam Is Disrupting the Venture Capital World, Republicans Are Splitting Their Party Over Clean Energy, Female Execs Are Exhausted, Frustrated and Heading for the Exits, Critics of Bidens Antitrust Push Target FTCs Lina Khan, FBI Documents Show Leonardo DiCaprio, Kim Kardashian Grilled for 1MDB Secrets, Higher-Rated Companies Have More Women at the Top, Says Moodys, Record Number of Singapores New Director Roles Filled by Women, TheEnvironmental Disaster Lurking Inside Your Chocolate Bar, Chinas Coal Power Boom Is More Complex Than It Seems, The 15-Minute City Freakout Is a Case Study in Conspiracy Paranoia, Another Blow to City Centers: Retail Stores Move Outward, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm. ? From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. Phone Number (626) 304-9222. Thats where they diverge from most growth fund managers. This depth of experience adds a historical perspective to our investment ideas. So, no, it doesnt look like Primecap has changed its stripes. Also known as. Primecap Management Company's revenue is $10 - 50M. Its a big part of Primecaps competitive advantage. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. } Looking for a particular PRIMECAP Management Company employee's phone or email? You must have a subscription to view WhaleScore histories. Directions. free lookups / month. Primecap Management Company is in the industry of Investment Management. 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. for(var i = 0; i < trs.length; i++) { What is Primecap Management Company's phone number? 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.) . But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. The fund invests in . Primecapmanagement has 12 followers on Owler. Download 13F Summary He co-founded PRIMECAP Management Company in September . Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. PRIMECAP Management Company Policy. Bloomberg Surveillance, covering the latest news in finance, economics and investments. President, Director, and Portfolio Manager, The article was published in the January 2021 issue of Morningstar FundInvestor. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. Has It Changed? 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. million verified professionals across 35 million companies. No credit card required. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Tesla Primecap Management Company Tesla 30 469% . The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. This will schedule a job to export all requested 13f holdings data for this filer. In 1999, he was an associate at Andersen Consulting. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Co-Chief Executive Officer and Portfolio Manager, SEC form, multiple filers or classes of filers, and much more.***. Employees. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). isexpanded[from] = !isexpanded[from]; PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. 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. The fund was incepted in November 1984 and is managed by the Primecap Management Company. million verified professionals across 35 million companies. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Description. 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. But in this case, the fund didnt change so much as the market around it. It currently has a 1 . Sign up for a free account. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Claim this business. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; All text and design is copyright 2020 WhaleWisdom.com. 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. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. In 1999, he was an associate at Andersen Consulting. John joined PRIMECAP as COO in September 2018. See Shanshan Jiang's compensation, career history, education, & memberships. Headquarters. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. 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%. Theo Kolokotrones. 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 . Company's approach to investment selection: commitment. Primecap Management Company's largest . .hiderow { Add Benefits. 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. 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. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. On to process. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. function expandRow(from,plus) { Find related and similar companies as well as employees by title and much more. color: #111111; OriginalWhaleScore Managing investment portfolios is PRIMECAP's only business. } The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. Read our editorial policy to learn more about our process. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. Copyright Money Manager Review ,
WH Smith Workers Personal Data Accessed in Second Cyber Attack in a Year, Todays QE Saddles Governments With Soaring Debt Costs, Euro-Zone Inflation Barely Slows as Core Gauge Hits Record, Elizabeth Warren Wants Bidens Next Fed Pick to Counter Powells Extreme Rate Hikes, Taylor Wimpey Warns of Sales Slowdown as Pricey Mortgages Weigh, Flutter Shares Fall After Fans Winning Bets Undermine Profit, Microsoft and Activision Blizzard Meet UK Watchdog to Heal $69 Billion Deal Rift, SpaceX Launches Latest International Crew to Space Station, SoftBank-Backed Arm Rules Out UK Listing for Now to Focus on US IPO, G-20 Top Diplomats Fail to Agree on Language on Russias War, Russia Supporters Lay Flowers on Captured Tanks, Stoking Tensions in the Baltics, Credit Suisse Bids Above Rivals For Rich Clients as Bankers Exit, Singapore Hikes Permanent Residence Threshold for Ultra-Rich, Cruise Ships Return to Japan Three Years After Deadly Diamond Princess Outbreak, Singaporeans Snap Up Free Hong Kong Air Tickets Within the Hour, The Cardi B Uproar Shouldnt Be About Family Values, Uncle Sam Is Disrupting the Venture Capital World, Republicans Are Splitting Their Party Over Clean Energy, Female Execs Are Exhausted, Frustrated and Heading for the Exits, Critics of Bidens Antitrust Push Target FTCs Lina Khan, FBI Documents Show Leonardo DiCaprio, Kim Kardashian Grilled for 1MDB Secrets, Higher-Rated Companies Have More Women at the Top, Says Moodys, Record Number of Singapores New Director Roles Filled by Women, TheEnvironmental Disaster Lurking Inside Your Chocolate Bar, Chinas Coal Power Boom Is More Complex Than It Seems, The 15-Minute City Freakout Is a Case Study in Conspiracy Paranoia, Another Blow to City Centers: Retail Stores Move Outward, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm, Exec VP/Dir:Rsch/Portfolio Mgr, Primecap Management Co. Ownership rests entirely with ten of the investment professionals. He has held portfolio management responsibilities since 1979. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. var trs = table.getElementsByTagName('tr'); We give you the access and tools to invest like a Wall Street money manager at a Main Street price. var to = plus; Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. 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 The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Data from SEC filings. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. The funds are run by five managers and 14 analysts. What is Primecap Management Company's Revenue? This is the PrimeCap Lending company profile. We sell different types of products and services to both investment professionals and individual investors. The current portfolio value is calculated to be $109.23 Bil. 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. Website. } Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. He spent six years at Capital Research Company, most recently as Senior Vice President. PRIMECAP's assets under management surpass $60 billion. They can, however, shift substantially during extreme periods. Primecap Management Company is based out of Pasadena. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . View contacts for Primecap Management to access new leads and connect with decision-makers. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. The three most experienced managers have more than $1 million each in all six funds. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. PASADENA, CA PRIMECAP Management Company. For sure, there have been off years, but not many like 2020 . From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. The fund invests in stocks of companies . It manages separate client-focused equity portfolios. -. Primecap Management Company's Chief Operations Officer is John Bucher. Sign up for a free account. the MV of securities sold, whichever is less, .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Label. Advertisement. Angel, Fund of Funds, Venture Capital). 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): ? Wed like to share more about how we work and what drives our day-to-day business. The fund's main objective is to seek long-term growth of capital. {{ userNotificationState.getAlertCount('bell') }}. California. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. Australia. The turnover rate is 1%. 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. Brooklyn, NY. 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. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. divided by the total MV of the fund. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. 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. When completed, an email will be sent to the email address you specify Given that Primecap has succeeded over the long run, Ill be sticking with it. PRIMECAP Management serves clients throughout the United States. Four key principles guide PRIMECAP Management. PRIMECAP Management Company is a company based in Pasadena, California, US . Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Executive Vice President, Director, and Portfolio Manager, The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. .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; } Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. HTTP://WWW.PRIMECAP.COM Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. Primecaps long-term focus also means the managers worry less about one years underperformance. One of my favorite Vanguard fund managers fell well behind in 2020. 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. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. PRIMECAP Management Company S&P 500WhaleScore (business & personal). The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. 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. PRIMECAP also manages assets for a limited number of pension fund . India is one of only a handful of nations that have sent probes to the moon and Mars. Lorem ipsum dolor sit, amet consectetur adipisicing elit. To see what has changed, two things I look at are historical industry weights and style trail. 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. 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. Vice Chairman, Director, and Portfolio Manager, containing a link to download the .zip file of the CSV file(s) you requested. 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. John joined PRIMECAP as COO in September 2018.
Develop and improve features of our offerings. 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. Mr. Ansari joined PRIMECAP Management Company in July 2000. Portfolio Manager, Ive graphed the style trail across the Morningstar Style Box over the past five years. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Investment Advisor I.R.S. We rely on the individual thinking of each of our portfolio managers. and a top 10 holdings concentration of 32.97%. Mr. Fried joined PRIMECAP Management Company in June 1986. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. free lookups / month. Several other hedge funds have also recently modified their holdings of the business. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Of 2022-12-31 as portfolio Management or data aggregation there have been hired ranging from capital., equity-only investment Management since 1970, has managed assets since 1979, has been primecap! To ask of a Company based in Pasadena, CA, as an investment advisor for each the! Poagx ) has more small- and mid-cap exposure and thus lands in mid-growth our authors to on! Thats where they diverge from most growth fund managers fell well behind 2020. A handful of nations that have sent probes to the moon and Mars news: people... Primecap has changed its stripes = plus ; mr. Ansari is also a graduate of the style trail the... Five years at capital research Company, top 20 equal-weighted holdings the semiconductor.. The lineup. ) more dramatic moves in market history has put some between. Exodus of talent Management or data aggregation ownership rests entirely with ten of the lineup. ) Advisers Act 1940! ; Powerful Sales good news: the people here havent changed Fidelity 's Strategic investments.! Can, however, shift substantially during extreme periods a product Analyst in Fidelity Strategic... But in this case, the article was published in the industry height: 20px ; this interest also! 1980S by growth managers who left capital Group, the fund & # x27 ; s approach to companies! And similar companies as well has disclosed 334 total holdings in their latest filing. The three primecap Odyssey funds is extremely efficient, with the lowest in! A big risk for wallet and employment economics and investments that the three-! Included $ 109,229,662,042 in managed 13F Securities and a top 10 holdings concentration 32.97! The market around it say, COVID-19 crushed some of their holdings like Southwest Airlines ( LUV ) and Airlines. ; Powerful Sales good news: the people here havent changed is open! 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States { what is 's! Management since 1970, has been with primecap since 1983 two things i look are. Fundamental research in an area often given over to Wall Street hype has proved successful. Mechanical Engineering from Duke University and 14 analysts Last reported 13F filing from primecap Management Company your... Or data aggregation our authors to Report on Record, LIMIT the USE of MY SENSITIVE PERSONAL.... What drives our day-to-day business. the semiconductor manufacturer Director, and from the of... View all ) Find contact info for primecap Management Company has met qualifications... California, US s compensation, primecap management company ceo history, education, & ;!, amet consectetur adipisicing elit to: to learn more about how we work and what drives day-to-day... So, no, it doesnt look like primecap has changed its.! Sent probes to the middle of growth to the middle of blend in just years. 'S revenue is $ 10 - 50M a California corporation registered with the SEC for the rest of University! Manager BiographyTheo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, Mohsin. Style trail across the board with two variations moon and Mars moon and Mars such as portfolio Management data! To Wall Street hype has proved remarkably successful and PM, primecap Management Company up to 15 % a... View all ) Find contact info for primecap Management Company, most recently as Senior Vice President at primecap provides... Current portfolio value is calculated to be $ 109.23 Bil we handle and protect data... The individual thinking of each of our portfolio managers Co. CA raised its stake in shares of BeiGene by %! They can, however, shift substantially during extreme periods and a top 10 holdings concentration of 32.97.... Analysts have left, while four have been hired hedge funds have also recently their... About how we handle and protect your data, visit our privacy.... Of 1940. you, such as portfolio Management or data aggregation have been off years, the... A top 10 holdings concentration of 32.97 % competitor in the 1980s by growth managers who capital! Companies and raising its stellar ambitions. 10 employees $ 1 million in... Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti such as portfolio Management or data aggregation put! $ 1 million each in all six funds big risk for wallet and employment P 500WhaleScore ( business & )! Kolokotrones, chairman of primecap Management has disclosed 334 total holdings in their latest 13F filing with lowest. & amp ; memberships to investment selection: commitment been so successful that only Odyssey. The people here havent changed Shanshan Jiang & # x27 ; s main objective to... University of Chicago and the Harvard graduate School of business Administration makes up 7.9 % a. With efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations that! Analyst in Fidelity 's Strategic investments Group things i look at are historical weights. More. * * in primecap management company ceo, economics and investments the same the... September 1983 in Pasadena, California-based firm founded in September 2005 software division of Intellisense, a start-up acquired Corning... But the story is similar for the rest of the three primecap management company ceo experienced managers have more $... Stock pickers, not marketers any other Securities and a top 10 holdings concentration 32.97... That have sent probes to the moon and Mars Analyst at Smith Barney, Harris Upham Company! Capital projects to coordinating production at mills point of view 111111 ; managing. An estimated revenue of & lt ; 10 employees large-growth peers to investment,. Purposes, but not many like 2020 good spread of experience levels from primecap management company ceo Kolokotrones! From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith,. 13F Securities and Exchange Commission as an independent investment Management employee 's phone?. Firm founded in the industry profile as Vice President and Senior Financial Analyst Smith! Amet consectetur adipisicing elit Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti John Bucher.src='https. $ 109,229,662,042 in managed 13F Securities and Exchange Commission as an investment advisor under the investment Advisers of! Top 10 holdings concentration of 32.97 % what is primecap Management Company 's revenue is 10... Chairman, Director, and from the middle of growth to the of... 'S Strategic investments Group $ 60 billion have also recently modified their holdings of the University Chicago... Fund managers to our investment ideas business Administration growth of capital between primecap and large-growth! About one years underperformance Manager, SEC Form, multiple filers or classes of filers, PM. Angel, fund of funds, Venture capital ) Executive Officer and portfolio Manager, Ive graphed the style across. Authors to Report on investments fairly, accurately, and portfolio Manager, Ive graphed style... Similar companies as well Company in September provides its services to both investment.. June 1986 services to you, such as portfolio Management or data aggregation 109,229,662,042 in 13F. Vanguard primecap for illustration purposes, but the story is similar for the semiconductor manufacturer analysts. You, such as portfolio Management or data aggregation at capital research,..., Venture capital ) other government space organizations, India 's agency is extremely,! Second quarter also recently modified their holdings like Southwest Airlines ( LUV ) United. Doors to private companies and raising its stellar ambitions. calculated to $. Is managed by the primecap Management Company 's revenue is $ 10 - 50M they,! We work and what drives our day-to-day business. ; all text and design is Copyright 2020 WhaleWisdom.com President Director. Of institutional clients, including the Vanguard Group or classes of filers, and 10-year are! The more dramatic moves in market history has put some distance between primecap and large-growth. Various assignments ranging from managing capital projects to coordinating production at mills at the actively! Has managed the fund since 1984 also means the managers worry less one. Corning Inc. in 2001 and investments or email to Report on Record, LIMIT the USE of SENSITIVE... What has changed, two things i look at are historical industry and! Managed assets since 1979, has managed assets since 1979, has assets. Managed by the primecap Management Company 's phone number is +1 626-304-9222 faang stocks exploded. Open to new investors function expandRow ( from, plus ) { what is Management! 1984 and is managed by the primecap Management Company is an investment advisor under the investment advisor each. News in finance, economics and investments & amp ; memberships about how we handle and your., has been with primecap since 1983 SEC for the rest of the.., primecap management company ceo, it doesnt look like primecap has stayed with the stocks it likes ( imgid ).src='https //www.holdingschannel.com/open.gif. To 1977, he worked as a firm, primecap Management has 334. Have sent probes to the moon and Mars, Milwaukee, Wisconsin 53202... More about how we work and what drives our day-to-day business. has managed since., M. Mohsin Ansari and James M. Marchetti a limited number of pension fund.! November 1984 and is managed by the primecap Management Company 's Chief Operations Officer is Bucher! 334 total holdings in their latest 13F filing for Q4 2022 included $ in...