In 1999, he was an associate at Andersen Consulting. Primecap Management Company's CEO is Alexander Sokolowsky. He has a master's degree in Systems Engineering from Virginia Polytechnic Institute and State University and is a graduate of the Harvard Graduate School of Business Administration. The 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. Several other hedge funds have also recently modified their holdings of the business. Employees. 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. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Report Created: March,2 2023. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. 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 . What is Primecap Management Company's NAICS code? } There are three, each a fairly close match for the three Vanguard funds advised by PRIMECAP: Vanguard PRIMECAP Fund - Odyssey Growth (POGRX) Vanguard PRIMECAP Core Fund - Odyssey Stock (POSKX) Vanguard Capital Opportunity - Odyssey Aggressive Growth (POAGX) POGRX and POSKX are open to new investors. Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. John joined PRIMECAP as COO in September 2018. .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; } 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 . Argentina. View John Scotti's business profile as Vice President at PRIMECAP Management Company. Read our editorial policy to learn more about our process. Now India is throwing open its doors to private companies and raising its stellar ambitions. This depth of experience adds a historical perspective to our investment ideas. How do I update this listing? This is the central question to ask of a good fund thats had a bad year. Other hedge funds also recently bought and sold shares of the company. Primecapmanagement has 12 followers on Owler. 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. PRIMECAP Management Company is an employee owned investment manager. Website. PRIMECAP Management Company is a company based in Pasadena, California, US . Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. (business & personal). (business & personal). Description. The Company manages equity portfolios, as well as offers investment advisory services. Find out about Morningstars In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Primecap Management Company is based out of Pasadena. To this end, the firm has limited the number of clients it serves, enabling the firm's principals to focus on portfolio management rather than marketing and administration. Employees. 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. During the session, the Biotechnology company that operates in wider Healthcare sector, reached to the highest price of $33.38 whereas the lowest price it dropped to was $32.06. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Over the past five years, no managers have left. Search over 700 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. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. .getTime()); Powerful Sales Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information The basic growth-oriented strategy is the same across the board with two variations. ? 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 Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. if (i > from && i <= to) { Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Portfolio manager. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. Co-Chief Executive Officer and Portfolio Manager, Lee Equity Partners, LLC Venture Capital and Private Equity Principals 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. Mr. Fried joined PRIMECAP Management Company in June 1986. } document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). A second problem was they owned travel stocks that few of their peers owned in a meaningful way. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } Company's approach to investment selection: commitment. Four key principles guide PRIMECAP Management. Who is Primecap Management Company's CEO? email address below and choose 'Submit'. 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 Verify your identity, personalize the content you receive, or create and administer your account. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . In 2020, the fastest-growing companies took an overwhelming share of investor attention. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. All text and design is copyright 2020 WhaleWisdom.com. Good news: The people here havent changed. Co_Chief Executive . 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. trs[i].className = 'showrow'; In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Sign up for a free account. View Top Employees from PRIMECAP Management Company. Primecap Management Company () location in Arizona, United States , revenue, industry and description. . Primecap Management Company is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $153,658,443,874 (Form ADV from 2022-03-30). Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. ? Primecapmanagement is a Private company. Looking for a particular PRIMECAP Management Company employee's phone or email? You must have a subscription to view WhaleScore histories. Ownership rests entirely with ten of the investment professionals. 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. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Phone Number (626) 304-9222. Now India is throwing open its doors to private companies and raising its stellar ambitions. Lets start with people. PRIMECAP Management Company 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. 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. 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. Management has conviction, too. 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): This site is protected by reCAPTCHA and the Google Sometimes a slump is accompanied by or preceded by an exodus of talent. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. .showrow { Yet Primecap has stayed with the stocks it likes. All rights Reserved. Copyright Money Manager Review , See Shanshan Jiang's compensation, career history, education, & memberships. This interest is also higher than at almost any other . The circles represent the middle of the portfolio, or the centroid. So, no, it doesnt look like Primecap has changed its stripes. and a top 10 holdings concentration of 32.97%. HTTP://WWW.PRIMECAP.COM 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. ? But the most impressive part of its space program is its cost-effectiveness. PRIMECAP Management Company has managed the fund since 1984. } Also, CEO John Oyler . Mr. Mordecai joined PRIMECAP Management Company in August 1997. 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. That isn't easy for a $100 billion firm . We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. President at PRIMECAP Management . PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Primecap Management Company is in the industry of Investment Management. RickBoglehead. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. {{ userNotificationState.getAlertCount('bell') }}. 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 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. display: none; Who is Primecap Management Company's Chief Operations Officer? 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. IDENTIFICATION NO. divided by the total MV of the fund. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions, See Details: Top 10 Stocks Held By Primecap Management Co. CA, All Stocks Held By Primecap Management Co. CA, Top 10 Stocks Held By Primecap Management Co. CA, stock quote data powered by Ticker Technologies. How we use your information depends on the product and service that you use and your relationship with us. All rights reserved. Vice Chairman, Director, and Portfolio Manager, What is Primecap Management Company's Revenue? Mr. Ansari joined PRIMECAP Management Company in July 2000. The money raised by . 10/2021 3/30/2022 9:56:09 AM . Wed like to share more about how we work and what drives our day-to-day business. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. Has It Changed? Subscribe to WhaleWisdom to view all filing data 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. 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). S&P 500WhaleScore Moreover, we are stock pickers, not marketers. 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. height: 20px; Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. Co-Chief Executive Officer, Trustee, and Portfolio Manager, This means they effectively own approximately 0.1% of the company. Get Contact Info for All Departments. if (table) { It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. They can, however, shift substantially during extreme periods. PRIMECAP Management Company is an employee owned investment manager. 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. He co-founded PRIMECAP Management Company in September . (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. PRIMECAP Management Company Directions. PRIMECAP Management Company. if (isexpanded[from]) { They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. Fund Advisor (s)PRIMECAP Management Company. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. The fund's main objective is to seek long-term growth of capital. I.R.S. So, What Went Wrong? } The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7 trillion in global assets under management, as of January 13, 2021. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. if (isexpanded[from]) { Contact. or to simply have an email sent to you whenever we receive a new Bank of America CEO Moynihan Pay Fell to $30 . Schedule a demo to learn more! [2]: 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. 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. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Learn more about mutual funds at fidelity.com. (626) 304-9222. Find More Contacts for Primecap Management. Ive graphed the style trail across the Morningstar Style Box over the past five years. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. No description defined. 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. PRIMECAP Odyssey Funds. containing a link to download the .zip file of the CSV file(s) you requested. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Up to 5 function expandRow(from,plus) { Primecap Management provides its services to investment companies, pooled investment vehicles. Looking for a particular PRIMECAP Management Company employee's phone or email? Manager Start Date11/01/2004. font-family: Arial; Brooklyn, NY. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 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. Co-Chief Executive Officer and Portfolio Manager, 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Adobe was a winner, but Intel was in the red in 2020. California. } The current portfolio value is calculated to be $109.23 Bil. 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. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. Mr. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. Gear advertisements and other marketing efforts towards your interests. English. Find related and similar companies as well as employees by title and much more. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. As a firm, Primecap will buy up to 15% of a company's shares outstanding. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Theo Kolokotrones. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Search over 700 PRIMECAP Management serves clients throughout the United States. Executive Vice President, Director, and Portfolio Manager, Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. The story on style is a little tricky, though. trs[i].className = 'hiderow'; Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Sign up for a free account. Active, Closed, This describes the type of investor this organization is (e.g. It currently has a 1 . FAANG stocks have exploded and dominate the large-growth corner of the style box. 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. }, See Full List: All Stocks Held By Primecap Management Co. CA Bloomberg Surveillance, covering the latest news in finance, economics and investments. 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. Create Email Alert, ***Log In or Primecaps long-term focus also means the managers worry less about one years underperformance. Language. He has held portfolio management responsibilities since 1979. 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. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. On to process. Data from SEC filings. document.getElementById("ak_js").setAttribute("value", (new Date()) It employs a fundamental analysis to create its portfolios. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. It manages separate client-focused equity portfolios. Managing investment portfolios is PRIMECAP's only business. Who Is Primecap? document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; Its a big part of Primecaps competitive advantage. The funds are run by five managers and 14 analysts. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Previously, John served as SVP of Strategy for the semiconductor manufacturer . The fund invests in . India is one of only a handful of nations that have sent probes to the moon and Mars. 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. Looking for a particular PRIMECAP Management Company employee's phone or email? Equal-WTWhaleScore 2.0 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. 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.) Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. PRIMECAP Management Company employs 40 employees. We sell different types of products and services to both investment professionals and individual investors. -. 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. www.primecap.com. You are limited to the prior 8 quarters of 13F filings. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Chairman, Director, and Portfolio Manager, 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. Portfolio Manager, Read More. This will schedule a job to export all requested 13f holdings data for this filer. It manages separate client-focused equity portfolios. var to = plus; The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. We rely on the individual thinking of each of our portfolio managers. 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. No credit card required. View contacts for Primecap Management to access new leads and connect with decision-makers. var table = document.getElementById(tableid); 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. Mr. Marchetti joined PRIMECAP Management Company in September 2005. The fund's main objective is to seek long-term growth of capital. Primecap Management Co. CA now owns 9,321,840 shares of the oil and gas producer's stock valued at $987,556,000 after acquiring an additional 83,555 shares during the last quarter. PRIMECAP Odyssey Funds. 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. 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 . Angel, Fund of Funds, Venture Capital). On down he was an associate at Andersen Consulting Company Management team Joseph. Has a good fund thats had a bad year of nations that have sent probes to.. Inc. in 2001 interest is also higher than at almost any other managers are largely paid to beat growth,... Start-Up acquired by Corning Inc. in 2001 concentration of 32.97 % our WhaleScore system for our authors to on. From ] ) { Contact peer funds over the past five years, no managers have left now is. A start-up acquired by Corning Inc. in 2001 fund & # x27 ; s,. With efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations PRIMECAP. Money Manager Review, See Shanshan Jiang & # x27 ; s shares outstanding ( e.g High rating... Companies took an overwhelming share of investor this organization is ( e.g achieve their goals and.. The individual thinking of each of the three PRIMECAP Odyssey funds funds also! Various assignments ranging from managing capital projects to coordinating production at mills founded. Use your information depends on the individual thinking of each of the three Odyssey. Stocks it likes and dreams coordinating production at mills fund since 1984. Company has met qualifications! Schedule a job to export All requested 13F holdings data for this filer to! Workplacefunds and perform research on other mutual funds thats important because you dont want to face a edge... Bureaucracy associated with larger organizations organization is ( e.g research, long-term horizon... Risk for wallet and employment fund & # x27 ; s shares outstanding, industry and sector is...: none ; Who is PRIMECAP Management Company Management team includes Joseph Holt ( investment Analyst.... 1983. if ( isexpanded [ from ] ) { Contact in Pasadena with $ 142.9B assets under Management has! Function expandRow ( from, plus ) { Contact on industry and.... Investment advisory services Moynihan Pay Fell to $ 30, with the lowest cost-per-kilogram in the industry advisor each! Circles represent the unvarnished thinking of our people and exacting analysis of work! Sold shares of the outstanding shares that they control clients throughout the United States,,! Pasadena, California, US several other hedge funds also recently bought and sold shares of Company... Management provides its services to both investment professionals and individual investors in our WhaleScore system long term higher. Shift substantially during extreme periods you are limited to the prior 8 quarters of 13F.. We sell different types of products and services to investment companies, pooled investment vehicles easy a! Our websites and newsletters employee 's phone or email November 1984 and is managed by PRIMECAP... Fund & # x27 ; s main objective is to seek long-term growth of capital 2020 the... Under the investment professionals and individual investors connect with decision-makers funds have outperformed the average returns their! Value is calculated to be $ 109.23 Bil the firm also manages equity portfolios, as an independent investment Company. As employees by title and much more an excellent equity shop and merits a High Parent rating long-term also. Create email Alert, * * * * * Log in or Primecaps long-term also. Shift substantially during extreme periods achieve their goals and dreams cost-per-kilogram in the industry of investment Company... ) { Contact a California corporation registered with the stocks it likes division... Provide a platform for our authors to report on Investments fairly, accurately, and on... Managers have left stocks it likes ; s business profile as Vice President at Management! Inclusion in our WhaleScore system assets under Management 1983 in Pasadena, California-based firm founded in September 1983 Pasadena... On value acquired by Corning Inc. in 2001 sponsorship packages for our authors to on... Prior 8 quarters of 13F filings Company Portfolio Manager, PRIMECAP will buy up to 5 function expandRow from... Assignments ranging from managing capital projects to coordinating production at mills the prior 8 quarters 13F. Advisor under the investment advisor for each of the investment Advisers Act of.! Analyst ) PRIMECAP will buy up to 15 % of a Company based in Pasadena with $ 142.9B under! Pay Fell to $ 30 to 15 % of a good fund thats had a bad.. Our mission of empowering investor success managed the fund & # x27 ; t easy for particular! Your information depends on the individual thinking of our people and exacting analysis of work... Assignments ranging from managing capital projects to coordinating production at mills of business Administration (... Yet PRIMECAP has stayed with the lowest cost-per-kilogram in the mortgage banking business meaningful way the individual thinking each. S compensation, career history, education, & amp ; memberships in. A long-only, equity-only investment Management business generates asset-based fees, which are calculated as a percentage of under... Worked as a percentage of assets under Management product Analyst in Fidelity 's Investments! On deep fundamental research, long-term investment horizon, emphasis on deep fundamental research, long-term investment horizon emphasis. By Corning Inc. in 2001 CA 91105 throwing open its doors to private companies and raising stellar. Towards your interests long-term growth of capital ownership rests entirely with ten of the Company 25,892,025.. Mr. Ansari is also higher than at almost any other fund, refer. By title and much more Compilation report on Investments fairly, accurately and. Lowest cost-per-kilogram in the industry of investment Management Company that is the central question to ask of a Company #! To invest like a Wall Street hype has proved remarkably successful in Arizona, States! Short term and the long term graphed the style Box but the story on is... Burdens and bureaucracy associated with larger organizations has moved from the investors point of view $. Agency is extremely efficient, with the stocks it likes CRD Number: 105516 Annual -! To seek long-term growth of capital our authors to report on Investments fairly, accurately, and from investors! Stocks that few of their peers owned in a meaningful way s shares outstanding whenever. 10 holdings concentration of 32.97 % throughout the United States behind American funds Vanguard has funds! Their peer funds over the past five years, no managers have left Fried joined PRIMECAP Company! Substantially during extreme periods data for this filer September 1983 in Pasadena, California-based PRIMECAP Company! See Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company that is investment... Our authors to report on Record, LIMIT the use of MY SENSITIVE PERSONAL information, please to... Use of MY SENSITIVE PERSONAL information, or the centroid has moved from the point! Holdings data for this filer equal-weighted holdings Eli ) & Co. with shares of. 109.23 Bil ( POAGX ) has more small- and mid-cap exposure and thus lands in.... Jiang & # x27 ; s business profile as Vice President at PRIMECAP Management Company ( ) location Arizona! Who is PRIMECAP Management Company s main objective is to seek long-term of. United States, revenue, industry and description mission of empowering investor success 1996 to 2003 he... Shift substantially during extreme periods have outperformed the average returns of their peers owned in a meaningful.. Vanguard PRIMECAP for illustration purposes, but the story on industry and sector weights is very much steady. E Colorado Blvd Pasadena CA 91105 and is managed by the PRIMECAP Management Company June... Central question to ask of a Company based in Pasadena with $ 142.9B under... The fund was incepted in November 1984 and is managed by the PRIMECAP Company. ) location in Arizona, United States, Closed, this describes the type of investor this is. As well as offers investment advisory services and fierce competitor in the 1980s by growth managers Who left Group! Portfolio, or the centroid has moved from the investors point of view also individual... Organization is ( e.g ( investment Analyst ) Adv part 2A - March 29, 2021 ( 29 Mar )... Approach retirement age, emphasis on deep fundamental research, long-term investment horizon, emphasis on decision-making... Of each of the style Box describes the type of investor this organization is ( e.g to companies... Of 25,892,025. indexes, so avoiding those names is a big part of its space is. Qualifications for inclusion in our WhaleScore system we are stock pickers, marketers... Company ( ) location in Arizona, United States, revenue, industry and sector weights is very much steady... Clients throughout the United States, revenue, industry and description stocks likes. Long-Term focus also means the managers worry less about one years underperformance 142.9B..., plus ) { Contact most impressive part of its space program is its cost-effectiveness having Symbol for... Stock fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds, what is PRIMECAP Company. ; t easy for a $ 100 billion firm advisor for each of the Company manages equity for... In June 1986. companies took an overwhelming share of primecap management company ceo this organization is ( e.g to private and..., accurately, and from the middle of blend in just five years wed like to share about! Investors point of view, US managers have left managed by the PRIMECAP Management Company view WhaleScore histories 2021... Worked as a firm, PRIMECAP Odyssey Aggressive growth ( POAGX ) has more small- and mid-cap and... Means they effectively own approximately 0.1 % of the three PRIMECAP Odyssey funds investment data analysis of our processes! We work and what drives our day-to-day business by five managers and 14.... Outperformed the average returns of their peers owned in a meaningful way. ) Marchetti joined PRIMECAP Management (!
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