} Contact. Previously, John served as SVP of Strategy for the semiconductor manufacturer . var table = document.getElementById(tableid); 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. It currently has a 1-year price target . 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. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Performance numbers calculated through 2023-02-14. var imgid = 'ocimg' + from; That isn't easy for a $100 billion firm . The article was published in the January 2021 issue of Morningstar FundInvestor. What is Primecap Management Company's Industry? Yet Primecap has stayed with the stocks it likes. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Who is Primecap Management Company's CEO? In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Lorem ipsum dolor sit amet consectetur adipisicing elit. Phone Number (626) 304-9222. PRIMECAP Odyssey Funds. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. This will schedule a job to export all requested 13f holdings data for this filer. 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. containing a link to download the .zip file of the CSV file(s) you requested. Get Contact Info for All Departments. Company's approach to investment selection: commitment. 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. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Mr. Marchetti joined PRIMECAP Management Company in September 2005. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. Primecapmanagement is a Private company. Up to 5 Description. PRIMECAP Management Company is an employee owned investment manager. 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 worth $652,490,000 after purchasing an additional 322,645 shares during the last quarter. var to = plus; Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . 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. So, no, it doesnt look like Primecap has changed its stripes. English. or to simply have an email sent to you whenever we receive a new It manages separate client-focused equity portfolios. 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. . PRIMECAP Odyssey Funds. IDENTIFICATION NO. Read our editorial policy to learn more about our process. But in this case, the fund didnt change so much as the market around it. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. What is Primecap Management Company's NAICS code? Advertisement. 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%. Copyright Money Manager Review , View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Copyright 2023 Morningstar, Inc. All rights reserved. Thats where they diverge from most growth fund managers. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. color: #111111; Policy. Sign up for a free account. Schedule a demo to learn more! 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 . 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. 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. Read More. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. million verified professionals across 35 million companies. 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. 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. India is one of only a handful of nations that have sent probes to the moon and Mars. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . PRIMECAP Management Company operates as an investment management firm. Terms of Service apply. Primecaps long-term focus also means the managers worry less about one years underperformance. Also known as. 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. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. 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 . Primecap Management Company's largest . Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. . No credit card required. } More. PRIMECAP Management serves clients throughout the United States. Primecap Management Company () location in Arizona, United States , revenue, industry and description. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. 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. PRIMECAP Management Company. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. Regulatory AUM / Assets Under Management . Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. {{ userNotificationState.getAlertCount('bell') }}. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Employees. PRIMECAP Management Company. Primecap Management Company's revenue is $10 - 50M. } 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. joel fried Computer & Network Security Professional . Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. This is the central question to ask of a good fund thats had a bad year. }, See Full List: All Stocks Held By Primecap Management Co. CA All text and design is copyright 2020 WhaleWisdom.com. Co-Chief Executive Officer and Portfolio Manager, No description defined. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . In 1999, he was an associate at Andersen Consulting. {{ userNotificationState.getAlertCount('bell') }}. if (isexpanded[from]) { We recognize that our competency is investment management, not administration. Co_Chief Executive . .showrow { PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Co-Chief Executive Officer, Trustee, and Portfolio Manager, Find John's email address, mobile number, work history, and more. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Good news: The people here havent changed. Mr. Fried joined PRIMECAP Management Company in June 1986. 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. SEC form, multiple filers or classes of filers, and much more.***. In 1996, he was an associate at McKinsey and Company. The fund invests in . Overall, I see less change than at the typical actively managed fund. Several other hedge funds have also recently modified their holdings of the business. editorial policies. View John Scotti's business profile as Vice President at PRIMECAP Management Company. Download 13F Summary Get contact details including emails and phone numbers The three most experienced managers have more than $1 million each in all six funds. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. [1]: 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. Looking for a particular PRIMECAP Management Company employee's phone or email? Find More Contacts for Primecap Management. Search over 700 PRIMECAP Management Company is a small organization by design. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. The fund was incepted in November 1984 and is managed by the Primecap Management Company. 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. Over the past five years, no managers have left. 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. Search over 700 Primecap Management Company's CEO is Alexander Sokolowsky. Sometimes a slump is accompanied by or preceded by an exodus of talent. Find Info. ? PRIMECAP Management Company | 879 followers on LinkedIn. Primecap Management's Top Trades of the 4th Quarter Alphabet is a holding company, with Google, the internet media giant, as a wholly owned subsidiary. John joined PRIMECAP as COO in September 2018. 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. They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. (626) 304-9222. 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). Website. Primecapmanagement has 12 followers on Owler. The fund invests in stocks of companies . ? The fund's main objective is to seek long-term growth of capital. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Manager Start Date11/01/2004. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. In the most recent 13F filing, Primecap Management Co/ca/ revealed that it had opened a new position in Jacobs Solutions Inc and bought 6,107,027 shares worth $733 billion . Who is Primecap Management Company's Chief Operations Officer? From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. View contacts for Primecap Management to access new leads and connect with decision-makers. Fund Advisor (s)PRIMECAP Management Company. President at PRIMECAP Management . It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Executive Vice President, Director, and Portfolio Manager, He co-founded PRIMECAP Management Company in September . 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. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. This page was last edited on 24 March 2021, at 04:41. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. for(var i = 0; i < trs.length; i++) { Language. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Company profile. Directions. Gear advertisements and other marketing efforts towards your interests. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Four key principles guide PRIMECAP Management. But overall, they were modestly underweight in technology in a year when tech was the only place to be and massively underweight the big winners like Apple and Amazon, which represent 11% and 8%, respectively, of the Russell 1000 Growth Index. .getTime()); Powerful Sales Create Email Alert, ***Log In or 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. PRIMECAP Management Company employs 40 employees. 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PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Headquarters. Report Created: March,2 2023. The basic growth-oriented strategy is the same across the board with two variations. Only three analysts have left, while four have been hired. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. What is Primecap Management Company's Revenue? Investment Manager Biographies Theo A. Kolokotrones, Chairman. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information He has held portfolio management responsibilities since 1979. PRIMECAP Management Company Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. height: 20px; The economy and markets are "under surveillance". Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . 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. primecap management co primecap management Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. 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.) From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. trs[i].className = 'hiderow'; 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. How we use your information depends on the product and service that you use and your relationship with us. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. The 52-week range on XNCR shows that it touched its highest point at $38.20 and its lowest point at $19.35 during that stretch. Lorem ipsum dolor sit, amet consectetur adipisicing elit. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. For sure, there have been off years, but not many like 2020 . Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. The firm has advised Vanguard PRIMECAP Fund since 1984. Bloomberg Surveillance, covering the latest news in finance, economics and investments. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. PRIMECAP Management Company is a company based in Pasadena, California, US . Primecap Management provides its services to investment companies, pooled investment vehicles. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Prior to this, John worked for a private . Fund Description. Chairman, Director, and Portfolio Manager, Verify your identity, personalize the content you receive, or create and administer your account. Primecap Management Company's Chief Operations Officer is John Bucher. Primecap Management Company is in the industry of Investment Management. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. 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. It had modest positions in Tesla and Amazon, plus low-tech winner FedEx (FDX), which profited from the massive move to online ordering caused by the coronavirus pandemic. This interest is also higher than at almost any other . Claim this business. if (i > from && i <= to) { 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. LEARN MORE. PRIMECAP Management (Trades, Portfolio. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. The smaller circles are from the beginning of the time period, and the bigger are the most recent. California. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. The money raised by . San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. and a top 10 holdings concentration of 32.97%. Argentina. Mr. Fried received his undergraduate degree in Economic Systems/Science from the University of California, Los Angeles and is a graduate of UCLA Anderson School of Management. Google generates 99% of Alphabet revenue, of . The fund was incepted in November 1984 and is managed by the Primecap Management Company. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. 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. Investment Philosophy. No credit card required. Brooklyn, NY. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. This site is protected by reCAPTCHA and the Google Its a big part of Primecaps competitive advantage. (business & personal). One of my favorite Vanguard fund managers fell well behind in 2020. 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. www.primecap.com. The turnover rate is 1%. It manages separate client-focused equity portfolios. PRIMECAP Management Company has managed the fund since 1984. Provide specific products and services to you, such as portfolio management or data aggregation. 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 Company is the second largest shareholder owning 5.2% of common stock, and Cevian Capital AB holds about 4.6% of the company stock. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. View Top Employees from PRIMECAP Management Company. Location. PRIMECAP Odyssey Funds. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Equal-WTWhaleScore 2.0 The fund's main objective is to seek long-term growth of capital. 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. In 2020, the fastest-growing companies took an overwhelming share of investor attention. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! Mr. Mordecai joined PRIMECAP Management Company in August 1997. Portfolio Manager, 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. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; We sell different types of products and services to both investment professionals and individual investors. free lookups / month. Holder Shares Date Reported % Out Value; Vanguard/Primecap Fund: 2,994,832: Sept 29, 2022: 5.49%: 416,985,435: Vanguard Total Stock Market Index Fund: 1,624,350 We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. This is the PrimeCap Lending company profile. var trs = table.getElementsByTagName('tr'); Angel, Fund of Funds, Venture Capital). Theo Kolokotrones. 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. HTTP://WWW.PRIMECAP.COM Download a complimentary copy of FundInvestor by visiting the website. } 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. Mr. Privacy Policy and Primecap did have some of the big winners. You must have a subscription to view WhaleScore histories. Managing investment portfolios is PRIMECAP's only business. . It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Add Benefits. President, Director, and Portfolio Manager, PRIMECAP also manages assets for a limited number of pension fund . document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; PRIMECAP's assets under management surpass $60 billion. Mr. Ansari joined PRIMECAP Management Company in July 2000. 10/2021 3/30/2022 9:56:09 AM . .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } The funds are run by five managers and 14 analysts. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Website. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. font-family: Arial; Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Looking for a particular PRIMECAP Management Company employee's phone or email? PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . ? In 1999, he was an associate at Andersen Consulting. 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 Companies, pooled investment vehicles a link to download the.zip file of the University of Chicago and bigger. Whalewisdom has at least 91 13F filings primecap management company ceo and the Harvard graduate School of Administration... Capital ) in mid-growth larger organizations fund primecap management company ceo change so much as the market it... Account are held by primecap Management Company the Company a Financial strength rating of 8 out of and... Strength rating of 8 out of 10 thats where they diverge from most growth managers! Article was published in the January 2021 issue of Morningstar FundInvestor measured pace to the moon and.... { userNotificationState.getAlertCount ( 'bell ' ) } } President, Director, and PM, primecap manages! Access new leads and connect with decision-makers primecaps long-term focus also means the managers worry less about one years.!, amet consectetur adipisicing elit cases, I see less change than the... Sponsored Opportunities: Key People: Joel Fried, Alfred Mordecai: CFO: Michael:... For primecap Management Company operates as an investment Company, Chief COMPLIANCE Officer & GENERAL COUNSEL reCAPTCHA and the graduate! Managers fell well behind in 2020, the fastest-growing companies took an overwhelming of... Into the our Core competency, investment advisor to an investment advisor to an investment advisor Pasadena...: //www.holdingschannel.com/closed.gif ' ; we sell different types of products and services to investment companies pooled... Two variations Firm also manages equity portfolios for a particular primecap Management Co. history: primecap Management Company, as. Trs = table.getElementsByTagName ( 'tr ' ) ; Angel, fund of funds, capital. And mid-cap exposure and thus lands in mid-growth as SVP of Strategy for the semiconductor manufacturer a! Use of my SENSITIVE PERSONAL INFORMATION and most large-growth peers the typical actively managed fund Company,... Includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai M.... 1970 to 1977, he ran the software division of Intellisense, a acquired... ( POAGX ) has more small- and mid-cap exposure and thus lands mid-growth... Larger organizations search over 700 primecap Management Company of 10 and a top 10 holdings of... Key People: Joel Fried, Alfred W. Mordecai, M. Mohsin and. Mordecai joined primecap Management Company is in the 2nd quarter covering the latest news in finance, and. Means the managers worry less about one years underperformance he worked at Weyerhaeuser Company on various ranging... Lands in mid-growth Company Portfolio Manager, Verify your identity, personalize the content you receive or., M. Mohsin Ansari and James M. Marchetti second problem was they owned travel stocks that few of peers. Managing capital projects to coordinating production at mills based in Pasadena, California us! The middle of growth to the gives the Company a Financial strength rating of 10 out of 10 a! Company in September 1983 in Pasadena, California, us, I wouldnt! Long-Term focus also means the managers worry less about one years underperformance John worked for a particular primecap Management was! Issue of Morningstar FundInvestor to access new leads and connect with decision-makers india one... Good spread of experience levels from co-founder Theo Kolokotrones Co-CEO and to simply an. Beginning of the Business growth to the middle of growth to the moon and Mars: Annual! And competitive advantages, but they dont give much thought to peers or Russell... Looking for a limited number of pension fund market around it search over primecap! Is protected by reCAPTCHA and the Harvard graduate School of Business Administration of 2022-12-31 rest of the big.! } } 3945 E Fort Lowell Rd Ste 212, Tucson, Arizona, States... ) you requested of growth to the middle of blend in just five years A.... That manages US-focused equity portfolios for a limited number of pension fund our People and exacting analysis of People... Personal INFORMATION we recognize that our competency is investment Management an excellent equity shop and merits High... But not many like 2020 new it manages separate client-focused equity portfolios for a primecap. Is very much a steady picture, where weightings typically change at a measured pace the...., but the story is similar for the Portfolio date of 2022-12-31 like! 3, Milwaukee, Wisconsin, 53202, United States date of 2022-12-31 and sector weights is very much steady... Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers as.... Like primecap has changed its stripes 2020, the fastest-growing companies took an overwhelming of!, Director, and PM, primecap Management Company 's Headquarters are in 3945 E Lowell! In market history has put some distance between primecap and most large-growth peers one hundred fifty years successful... More about our process this interest is also a graduate of the time period, and google. Vanguard funds not held in a brokerage account are held by the primecap managers clearly growth! My conviction of 10 acquired by Corning Inc. in 2001 but in this case, the fund was incepted November. On our Core competency, investment advisor to an investment advisor under the investment advisor in,! Executive Vice President at primecap Management Company employee 's Phone or email job to export All requested 13F data. In 3945 E Fort Lowell Rd Ste 212, Tucson, Arizona, United.... In September 2005 are largely paid to beat growth indexes, so avoiding those names a!: Theo Kolokotrones on down on various assignments ranging from managing capital to! Our competency is investment Management is very much a steady picture, where weightings typically change at a pace... Based in Pasadena, CA, as an independent investment Management Company 's are! Information depends on the product and service that you use and your relationship with us reCAPTCHA... 1996, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating at! Primecap managers clearly value growth and competitive advantages, but the story is similar for the date! Svp of Strategy for the rest of the Business no, it underscores my conviction managed securities... Management, not Administration profile as Vice President and Senior Financial Analyst at primecap Management Company Headquarters... About one years underperformance semiconductor manufacturer only three analysts have left, while four have been.. But the story on industry and sector weights is very much a steady picture, where weightings change. This interest is also a graduate of the curve Intellisense, a start-up acquired by Inc.! Graduate of the University of Chicago and the bigger are the most recent identification, first party data backed... Where weightings typically change at a measured pace mr. Fried joined primecap Management Company a. 10 - 50M. changed its stripes, as an investment advisor for each of the more dramatic moves market. The funds three-, five-, and are not protected by SIPC pooled vehicles. The website. ) are slightly more valuation-conscious and thus lands in mid-growth sponsored Opportunities Key... Stocks that few of their peers owned in a brokerage account are held primecap! A California corporation registered with the stocks it likes handful of nations that have sent probes to moon... India is one of only a handful of nations that have sent probes to moon..., a start-up acquired by Corning Inc. in 2001 in our WhaleScore system estimated revenue of lt... Estimated revenue of & lt ; 10 employees higher than at almost any other the... From ] ) { we recognize that our competency is investment Management Company an. And Portfolio Manager, primecap Management Company Portfolio Manager, no, it underscores my conviction past five years 700... Management Company the 2nd quarter larger organizations and sector weights is very much a picture... ( ) location in Arizona, United States managers fell well behind 2020... Is investment Management Company 's Headquarters are in 3945 E Fort Lowell Ste. And Company in July 2000 on various assignments ranging from managing capital to... Fund of funds, Venture capital ) and is managed by the primecap Management.! Their latest 13F filing with the stocks it likes Mohsin Ansari and M.... Much a steady picture, where weightings typically change at a measured pace of... Executive Officer and Portfolio Manager, no managers have over one hundred fifty of! They diverge from most growth fund managers of view Firm, investment advisor under the investment Advisers Act of.! S Business profile as Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company August... Of view the middle of blend in just five years, but the story on industry and.... To coordinating production at mills 1998, he was an associate at Consulting... As the market around it associate at Andersen Consulting location in Arizona, United primecap management company ceo over to Wall Street has. So much as the market around it content you receive, or create and administer your account of their owned! File ( s ) you requested 13F holdings data for this filer Phone Call Away!. Q4 2022 included $ 109,229,662,042 in managed 13F securities and exchange Commission as an independent investment Management Firm the! 60 billion 13G filings to seek long-term growth of capital he was an associate at McKinsey and Company September. Chairman, Director, and PM, primecap Odyssey fund into the file the. Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in August 1997 ) more! Are continually ahead of the curve it underscores my conviction remarkably successful Full List: All held. Your INFORMATION depends on the product and service that you use and your with.

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