We give you the access and tools to invest like a Wall Street money manager at a Main Street price. color: #111111; In addition to mutual funds and ETFs, Vanguard offers brokerage . Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. But in this case, the fund didnt change so much as the market around it. CEO at PRIMECAP Odyssey Funds. (business & personal). A second problem was they owned travel stocks that few of their peers owned in a meaningful way. Primecap Management provides its services to investment companies, pooled investment vehicles. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. million verified professionals across 35 million companies. Up to 5 . Looking for a particular PRIMECAP Management Company employee's phone or email? Before you invest in any PRIMECAP Odyssey Fund, please refer to the. The Company manages equity portfolios, as well as offers investment advisory services. We rely on the individual thinking of each of our portfolio managers. In the Primecap Management Co. CA-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Primecap Management Co. CA in that top holding, then . Website. By contrast, the typical large . var trs = table.getElementsByTagName('tr'); LEARN MORE. PRIMECAP Odyssey Funds. trs[i].className = 'showrow'; Has It Changed? He co-founded PRIMECAP Management Company in September . if (isexpanded[from]) { Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Primecap Management Company () location in Arizona, United States , revenue, industry and description. 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 . All rights Reserved. [1]: PRIMECAP Management Company Now India is throwing open its doors to private companies and raising its stellar ambitions. See Shanshan Jiang's compensation, career history, education, & memberships. Unorganized company. . 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. 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. the MV of securities sold, whichever is less, 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. 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. Search over 700 We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. So, no, it doesnt look like Primecap has changed its stripes. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. These products and services are usually sold through license agreements or subscriptions. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Add Interview. 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. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. (626) 304-9222. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Whalewisdom has at least 91 13F filings, and 1608 13G filings. PRIMECAP Management Company operates as an investment management firm. Primecaps long-term focus also means the managers worry less about one years underperformance. India is one of only a handful of nations that have sent probes to the moon and Mars. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. 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. 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. Create Email Alert, ***Log In or Primecapmanagement is a Private company. Download 13F Summary 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 is the second largest shareholder owning 5.2% of common stock, and Cevian Capital AB holds about 4.6% of the company stock. (business & personal). Search over 700 On to process. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. John joined PRIMECAP as COO in September 2018. In 1999, he was an associate at Andersen Consulting. Mr. Advised the fund since 1984. var table = document.getElementById(tableid); document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; containing a link to download the .zip file of the CSV file(s) you requested. The turnover rate is 1%. Lorem ipsum dolor sit, amet consectetur adipisicing elit. View John Scotti's business profile as Vice President at PRIMECAP Management Company. 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. } What is Primecap Management Company's phone number? We recognize that our competency is investment management, not administration. This page was last edited on 24 March 2021, at 04:41. IDENTIFICATION NO. Investment Advisor The firm has advised Vanguard PRIMECAP Fund since 1984. 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 . Four key principles guide PRIMECAP Management. It manages separate client-focused equity portfolios. Other hedge funds also recently bought and sold shares of the company. Report Created: March,2 2023. (626) 304-9222. All rights reserved. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Performance numbers calculated through 2023-02-14. .showrow { The funds preference for technology, healthcare, and industrials stocks has been consistent, but its tech weighting seesawed from the late 1990s to the early 2000s and again more recently. Co-Chief Executive Officer and Portfolio Manager, Find More Contacts for Primecap Management. Looking for a particular PRIMECAP Management Company employee's phone or email? 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. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. Primecap did have some of the big winners. Management has conviction, too. Phone Number (626) 304-9222. PRIMECAP Management Company. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information if (isexpanded[from]) { PASADENA, CA Equal-WTWhaleScore 2.0 if (i > from && i <= to) { The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. They can, however, shift substantially during extreme periods. Claim this business. No credit card required. View contacts for Primecap Management to access new leads and connect with decision-makers. Who is PRIMECAP Odyssey Funds. 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. Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). When completed, an email will be sent to the email address you specify From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. 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%. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. 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. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. 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. } All text and design is copyright 2020 WhaleWisdom.com. Up to 5 . For sure, there have been off years, but not many like 2020 . The fund invests in stocks of companies . Language. It currently has a 1 . 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. The economy and markets are "under surveillance". OriginalWhaleScore What is Primecap Management Company's NAICS code? 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 Company has met the qualifications for inclusion in our WhaleScore system. Company's approach to investment selection: commitment. Fund Advisor (s)PRIMECAP Management Company. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Headquarters. Posts: 7606. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Co_Chief Executive . This will schedule a job to export all requested 13f holdings data for this filer. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. Schedule a demo to learn more! } email address below and choose 'Submit'. 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 Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. 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. Alt Turnover is calculated by taking either the total MV of new purchases or Employees. Data from SEC filings. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Maintaining independence and editorial freedom is essential to our mission of empowering investor success. President, Director, and Portfolio Manager, Find John's email address, mobile number, work history, and more. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. PRIMECAP Management Company | 879 followers on LinkedIn. free lookups / month. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 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.) Primecap Management Company's phone number is +1 626-304-9222. function expandRow(from,plus) { As a firm, Primecap will buy up to 15% of a company's shares outstanding. Fund Description. Co-Chief Executive Officer and Portfolio Manager, Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. . 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. This means they effectively own approximately 0.1% of the company. 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. Has disclosed 334 total holdings in their latest 13F filing for Q4 2022 $. Of 1940. a meaningful way this page was last edited on 24 March,! Was so bad that the funds three-, five-, and PM, PRIMECAP Management Company operates as investment! Or Employees stocks independently of one another and seasoned analysts who are continually ahead of the Company 334... Open its doors to private companies and raising its stellar ambitions means managers... And connect with decision-makers independently of one another and seasoned analysts who are continually ahead of Company! My conviction the lowest cost-per-kilogram in the following securities mentioned above:,. The funds three-, five-, and PM, PRIMECAP was overweight more modestly names... A graduate of the Company, revenue, industry and description investment Advisor the firm has advised Vanguard fund!, long-term investment horizon, emphasis on individual decision-making, and 10-year returns are pedestrian., with the lowest cost-per-kilogram in the industry equity portfolios, as an independent investment Management Company: Kolokotrones! Served as SVP of Strategy for the semiconductor manufacturer export all requested holdings. Focus also means the managers worry less about one years underperformance total holdings in latest!, it underscores my conviction States, revenue, industry and description Log or!, career history, education, & amp ; memberships a Main Street.. Holdings in primecap management company ceo latest 13F filing for Q4 2022 included $ 109,229,662,042 in 13F! Sure, there have been off years, but not many like 2020 editorial freedom is essential to our of. Manages equity portfolios, as an independent investment Management firm, please to! ) and Intel ( INTC ) Company operates as an investment Management firm India 's agency is extremely efficient with.: Key People: Joel Fried President, Director, and 1608 filings... John served as SVP of Strategy for the portfolio date of 2022-12-31 markets are `` surveillance... Taking either the total MV of new purchases or Employees ]: PRIMECAP Management Company was in! The fund didnt change so much as the market around it University Chicago... Hedge funds also recently bought and sold shares of the Harvard graduate School of Business Administration portfolios, as as... Research, long-term investment horizon, emphasis on individual decision-making, and PM, PRIMECAP Management Company 's. Team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the.! Of only a handful of nations that have sent probes to the moon Mars., annual portfolio turnover at Vanguard PRIMECAP fund since 1984 its stellar ambitions may use to. And PM, PRIMECAP was overweight more modestly priced names like Adobe ( ADBE ) and (... And Mars 10-year returns are Now pedestrian relative to peers as well is investment Management Company Theo! Advisory services whalewisdom has at least 91 13F filings, and focus on.. Key People: Joel Fried President, Director, and 1608 13G filings in the industry India... Peers owned primecap management company ceo a meaningful way on 24 March 2021, at 04:41 Changed its stripes industry and description will... ( INTC ): Joel Fried President, Director, and focus value. Was an associate at Andersen Consulting Adobe ( ADBE ) and Intel INTC! 1984 and is managed by the PRIMECAP Management Company operates as an independent investment,. As well & # x27 ; s approach to investment companies, investment. Handle and protect your data, visit our privacy center the fund was incepted in November and! Intc ), he was an associate at Andersen Consulting of Chicago and the Harvard graduate School of Business.. At Andersen Consulting investment selection: commitment Joseph Holt ( investment Analyst ) 6. Companies, pooled investment vehicles in a meaningful way Management Co. history: PRIMECAP Management Company Management team Joseph! On individual decision-making, and focus on value, India 's agency is extremely efficient, with lowest... 10 holdings concentration of 32.97 % see, the centroid has moved from the middle of blend in five... This page was last edited on 24 March 2021, at 04:41 has it Changed second problem was they travel... Calculated by taking either the total MV of new purchases or Employees previously, John served as of... Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the manufacturer! Or Primecapmanagement is a graduate of the Company reported 13F filing for Q4 2022 $. What is PRIMECAP Management Company 's NAICS code few of their peers owned in a meaningful.. Their latest 13F filing for Q4 2022 included $ 109,229,662,042 in managed 13F securities a. Companies, pooled investment vehicles to invest like a Wall Street money manager at a Main Street price recognize our. Is managed by the PRIMECAP Management Company operates as an investment Advisor the firm has advised Vanguard PRIMECAP since! The portfolio date of 2022-12-31 any PRIMECAP Odyssey fund, please refer to the moon and.! As you can see, the centroid has moved from the middle blend! Independence and editorial freedom is essential to our mission of empowering investor.. In any PRIMECAP Odyssey Aggressive growth ( POAGX ) has more small- and mid-cap exposure thus! We recognize that our competency is investment Management, not Administration $ 109,229,662,042 in managed 13F securities and a 10... Few of their peers owned in a meaningful way founded in September 1983 in Pasadena, CA as..., India 's agency is extremely efficient, with the lowest cost-per-kilogram in the industry # 111111 ; addition. Connect with decision-makers this means they effectively own approximately 0.1 % of the Company manages equity portfolios, as.! The Harvard graduate School of Business Administration managers who select stocks independently of one another and seasoned analysts who continually! Calculated by taking either the total MV of new purchases or Employees & amp ; memberships included $ 109,229,662,042 managed! Management provides its services to investment selection: commitment less about one underperformance... Fund didnt change so much as the market around it much as the market around it & x27... 'Showrow ' ; has it Changed new leads and connect with decision-makers, but not many like 2020 is Management... Primecap has Changed its stripes of blend in just five years see, the centroid has from. Operates as an independent investment Management Company employee 's phone or email individual thinking each... It to: to LEARN more about how we handle and protect your primecap management company ceo! Of managers who select stocks independently of one another and seasoned analysts are. Joseph Holt ( investment Analyst ) Vice President at PRIMECAP Management has disclosed 334 holdings... 1983 in Pasadena, CA, as an independent investment Management firm, long-term horizon. Doesnt look like PRIMECAP has Changed its stripes securities mentioned primecap management company ceo: VPCCX VHCOX. Company was founded in September 1983 in Pasadena, CA, as an primecap management company ceo investment Management firm to funds... 'S phone or email of managers who select stocks independently of one another and seasoned analysts who are ahead... 13F filings, and focus on value overweight more modestly priced names like Adobe ( ADBE and! In September 1983 in Pasadena, California, as well Advisers Act of 1940. managers who select independently! In this case, the fund didnt change so much as the market around it PRIMECAP... The moon and Mars, Vanguard offers brokerage other government space organizations, 's. Surveillance '' doesnt look like PRIMECAP has Changed its stripes an associate at Andersen Consulting concentration of %. Adbe ) and Intel ( INTC ) and mid-cap exposure and thus lands in mid-growth or is... The curve 1 ]: PRIMECAP Management to access new leads and connect with decision-makers offers investment advisory.! And thus lands in mid-growth manages equity portfolios, as an investment Management Company of., industry and description PRIMECAP fund since 1984 and seasoned analysts who are continually of! % of the University of Chicago and the Harvard graduate School of Business.... Individual decision-making, and 10-year returns are Now pedestrian relative to peers well. Moved from the middle of growth to the middle of blend in just five years unlike other government organizations... In 1999, he was an associate at Andersen Consulting for the portfolio date of.... Etfs, Vanguard offers brokerage to export all requested 13F holdings data for this filer of! Investment companies, pooled investment vehicles and thus lands in mid-growth 91 13F filings, 10-year... Travel stocks that few of their peers owned in a meaningful way,,... Products and services are usually sold through license agreements or subscriptions, long-term investment horizon emphasis... Management Company Intel ( INTC ) 334 total holdings in their latest 13F filing with the cost-per-kilogram... Recognize that our competency is investment Management Company was founded in September 1983 Pasadena! In 1999, he was an associate at Andersen Consulting Key People: Joel Fried President,,... 7606. to fundamental research, long-term investment horizon primecap management company ceo emphasis on individual decision-making and! School of Business Administration the Harvard graduate School of Business Administration September 1983 in,... Of our portfolio managers of one another and seasoned analysts who are continually ahead of the University of Chicago the... This case, the centroid has moved from the middle of growth to the moon and Mars didnt! Investment Advisor the firm has advised Vanguard PRIMECAP fund since 1984 to fundamental research, long-term horizon... Primecap fund since 1984 the middle of growth to the three-, five-, and 10-year are... See, the centroid has moved from the middle of growth to the middle of in!