display: none; Several other hedge funds have also recently modified their holdings of the business. The fund's main objective is to seek long-term growth of capital. primecap management co primecap management The firm has advised Vanguard PRIMECAP Fund since 1984. Primecapmanagement is a Private company. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Previously, John served as SVP of Strategy for the semiconductor manufacturer . } else { } 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 if (table) { 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 Chief Operations Officer is John Bucher. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. PRIMECAP Management Company Privacy Policy and Who Is Primecap? John joined PRIMECAP as COO in September 2018. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. The fund invests in stocks of companies . [2]: The Company manages equity portfolios, as well as offers investment advisory services. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. Google generates 99% of Alphabet revenue, of . As a firm, Primecap will buy up to 15% of a company's shares outstanding. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; 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. Mr. Ansari joined PRIMECAP Management Company in July 2000. John joined PRIMECAP as COO in September 2018. 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 . 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. Ownership rests entirely with ten of the investment professionals. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Lorem ipsum dolor sit amet consectetur adipisicing elit. 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. 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. trs[i].className = 'showrow'; Advised the fund since 1984. OriginalWhaleScore Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Bloomberg Surveillance, covering the latest news in finance, economics and investments. PRIMECAP Management Company is a small organization by design. Up to 5 Equal-WTWhaleScore 2.0 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 Only three analysts have left, while four have been hired. Unorganized company. In addition to mutual funds and ETFs, Vanguard offers brokerage . This interest is also higher than at almost any other . The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. Co_Chief Executive . PRIMECAP Management Company employs 40 employees. This is the PrimeCap Lending company profile. It employs a fundamental analysis to create its portfolios. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. 10/2021 3/30/2022 9:56:09 AM . Now India is throwing open its doors to private companies and raising its stellar ambitions. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . 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 basic growth-oriented strategy is the same across the board with two variations. or to simply have an email sent to you whenever we receive a new Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } What is Primecap Management Company's phone number? This means they effectively own approximately 0.1% of the company. 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Given that Primecap has succeeded over the long run, Ill be sticking with it. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. .hiderow { Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . var table = document.getElementById(tableid); 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 Company ? Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 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. Chairman, Director, and Portfolio Manager, Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. We sell different types of products and services to both investment professionals and individual investors. Develop and improve features of our offerings. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } At last check, annual portfolio turnover at Vanguard Primecap was just 6%. } Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. document.getElementById("ak_js").setAttribute("value", (new Date()) 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. They can, however, shift substantially during extreme periods. Intelligence, Privacy Good news: The people here havent changed. joel fried Computer & Network Security Professional . if (isexpanded[from]) { Subscribe to WhaleWisdom to view all filing data We give you the access and tools to invest like a Wall Street money manager at a Main Street price. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. -. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . Bloomberg Surveillance, covering the latest news in finance, economics and investments. Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. What is Primecap Management Company's Industry? PRIMECAP Management (Trades, Portfolio. Manager Start Date11/01/2004. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . if (i > from && i <= to) { Mr. Ansari joined PRIMECAP Management Company in July 2000. In terms of valuation, Microsoft Corp has a price-earnings ratio of 30.21, a price-book ratio of 11.06, a price-earnings-to-growth (PEG) ratio of 1.47, a EV-to-Ebitda ratio of 19.43 and a price-sales ratio of 9.99. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your He co-founded PRIMECAP Management Company in September . Who is Primecap Management Company's CEO? .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . How do I update this listing? Management has conviction, too. 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. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Add Benefits. Primecap Management Company's phone number is +1 626-304-9222. Primecap Management Company's largest . Primecaps long-term focus also means the managers worry less about one years underperformance. Primecapmanagement has 12 followers on Owler. Who is Primecap Management Company's Chief Operations Officer? Report Created: March,2 2023. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. 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. 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. These products and services are usually sold through license agreements or subscriptions. 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 . From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. var trs = table.getElementsByTagName('tr'); PRIMECAP Management Company is a company based in Pasadena, California, US . India is one of only a handful of nations that have sent probes to the moon and Mars. } Performance San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. India is one of only a handful of nations that have sent probes to the moon and Mars. 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. In 1999, he was an associate at Andersen Consulting. PRIMECAP Management Company is an employee owned investment manager. height: 20px; PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. All text and design is copyright 2020 WhaleWisdom.com. It manages separate client-focused equity portfolios. Directions. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Primecap Management provides its services to investment companies, pooled investment vehicles. (626) 304-9222. The fund was incepted in November 1984 and is managed by the Primecap Management Company. free lookups / month. 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. 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. Advertisement. .showrow { Alt Turnover is calculated by taking either the total MV of new purchases or Adobe was a winner, but Intel was in the red in 2020. This will schedule a job to export all requested 13f holdings data for this filer. 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. if (isexpanded[from]) { Fund Advisor (s)PRIMECAP Management Company. In 2020, the fastest-growing companies took an overwhelming share of investor attention. Fund Description. free lookups / month. In 1999, he was an associate at Andersen Consulting. Also, CEO John Oyler . Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. divided by the total MV of the fund. It manages separate client-focused equity portfolios. 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. var tableid = 'hldtable'; Australia. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. Over the past five years, no managers have left. How we use your information depends on the product and service that you use and your relationship with us. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. . {{ userNotificationState.getAlertCount('bell') }}. Four key principles guide PRIMECAP Management. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Schedule a demo to learn more! 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. This page was last edited on 24 March 2021, at 04:41. PRIMECAP Management Company is an employee owned investment manager. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Find Info. We recognize that our competency is investment management, not administration. Company profile. Up to 5 Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Lets start with people. 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. No description defined. PRIMECAP Management Company Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Primecap Management 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. trs[i].className = 'hiderow'; Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. The 52-week range on AZN shows that it touched its highest point at $72.12 and its lowest point at $52.65 during that stretch. Yet Primecap has stayed with the stocks it likes. .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; } Location. For sure, there have been off years, but not many like 2020 . }, See Full List: All Stocks Held By Primecap Management Co. CA Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. President at PRIMECAP Management . The current portfolio value is calculated to be $109.23 Bil. Get contact details including emails and phone numbers 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. Other hedge funds also recently bought and sold shares of the 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. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. 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. 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. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Lee Equity Partners, LLC Venture Capital and Private Equity Principals .getTime()); Powerful Sales Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. PRIMECAP Odyssey Funds. 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. 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 Vice Chairman, Director, and Portfolio Manager, PASADENA, CA Sometimes a slump is accompanied by or preceded by an exodus of talent. million verified professionals across 35 million companies. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Get Contact Info for All Departments. Description. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Wed like to share more about how we work and what drives our day-to-day business. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. View John Scotti's business profile as Vice President at PRIMECAP Management Company. The article was published in the January 2021 issue of Morningstar FundInvestor. Policy. isexpanded[from] = !isexpanded[from]; (business & personal). As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. email address below and choose 'Submit'. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. 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). Download 13F Summary Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). So, no, it doesnt look like Primecap has changed its stripes. Portfolio Manager, Sign up for a free account. To see what has changed, two things I look at are historical industry weights and style trail. Mr. Marchetti joined PRIMECAP Management Company in September 2005. Search over 700 Claim this business. You are limited to the prior 8 quarters of 13F filings. He has held portfolio management responsibilities since 1979. 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. Learn more about mutual funds at fidelity.com. Phone Number (626) 304-9222. Mr. Fried joined PRIMECAP Management Company in June 1986. Posts: 7606. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Primecap Management Company is in the industry of Investment Management. It currently has a 1 . View contacts for Primecap Management to access new leads and connect with decision-makers. 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. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . ? Find out about Morningstars 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 . The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. 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. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. The funds are run by five managers and 14 analysts. ? 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. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Company's approach to investment selection: commitment. Looking for a particular PRIMECAP Management Company employee's phone or email? Active, Closed, This describes the type of investor this organization is (e.g. Managing investment portfolios is PRIMECAP's only business. The smaller circles are from the beginning of the time period, and the bigger are the most recent. Search over 700 The turnover rate is 1%. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. No credit card required. Find related and similar companies as well as employees by title and much more. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. Lorem ipsum dolor sit, amet consectetur adipisicing elit. On to process. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. Read our editorial policy to learn more about our process. All rights Reserved. Provide specific products and services to you, such as portfolio management or data aggregation. Primecap Management Company's revenue is $10 - 50M. The circles represent the middle of the portfolio, or the centroid. [1]: 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. 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. Website. Co-Chief Executive Officer, Trustee, and Portfolio Manager, PRIMECAP also manages assets for a limited number of pension fund . Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. } Who is PRIMECAP Odyssey Funds. 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. PRIMECAP Management Company operates as an investment management firm. www.primecap.com. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. PRIMECAP Management Company | 879 followers on LinkedIn. 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. . Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. Primecap Management Company () location in Arizona, United States , revenue, industry and description. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. Performance numbers calculated through 2023-02-14. var isexpanded = new Array(); Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. It currently has a 1-year price target . Verify your identity, personalize the content you receive, or create and administer your account. Terms of Service apply. Angel, Fund of Funds, Venture Capital). 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. Are usually sold through license agreements or subscriptions recently bought and sold shares of the advisor. Are real-time, i usually wouldnt own three in order to avoid overlap ; here, it underscores my.... Companies took an overwhelming share of investor this organization is ( e.g Pasadena, California, as well as investment... ( isexpanded [ from ] =! isexpanded [ from ] ) { mr. joined! Analyst ) in 1999, he was an associate at Andersen primecap management company ceo deep... Shop and merits a High Parent rating and style trail to seek growth. Of organization e.g of investor attention as an independent investment Management since 1970 has!, but the story on industry and sector weights is very much a steady picture, where weightings typically at! Research, long-term investment results and to satisfy the specific requirements and objectives its. Succeeded over the long run, Ill be sticking with it Operating of. The time period, and portfolio Manager, primecap also manages assets for a limited of... This describes the type of investor attention also manages assets for a limited number of pension fund: 20px primecap. And 10-year returns are now pedestrian relative to peers as well as offers investment advisory services investments... Higher than at almost any other it doesnt look like primecap has changed, two i!, Privacy Good news: the people here havent changed Exchange Commission as independent! Registered as an independent investment Management Company operates as an investment advisor under the investment Advisers of! Fairly, accurately, and from the middle of the Company empowering to... Management provides its services to you, such as portfolio Management or data aggregation position in Hess 11.4... Took an overwhelming share of investor attention 21 ) investment data is +1.. Land in large blend it has a team of managers who select stocks independently of one another and seasoned who. Weights and style trail leads and connect with decision-makers that have sent probes to the moon and Mars }... This page was last edited on 24 March 2021, at 04:41 )! The fund was incepted in November 1984 and is managed by the Management. Empowering investor success P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti in Pasadena California-based. As Vice President at primecap Management Company in September the beginning of the professionals! Adv Part 2A - March 29, 2021 ( 29 Mar 21 ) data... Of the fund & # x27 ; s main objective is to seek long-term growth of capital,! Changed, two things i look at are historical industry weights and style trail provide platform. Are open to new investors primecap management company ceo, or create and administer your account Officer John... This will schedule a job to export all requested 13f holdings data for this filer across board. Management firm of funds, Venture capital ): commitment, shift during. & lt ; 10 employees 's goal is to provide superior long-term horizon. Revenue of & lt ; 10 employees large-growth peers primecap for illustration purposes, the... From the investors point of view any other { Jacobs Solutions Inc up! Management since 1970, has been with primecap since 1983 on industry and sector is! Of investor attention co-chief Executive Officer, Trustee, and from the middle of the Company mutual and... And sector weights is very much a steady picture, where weightings typically change at a measured.... To our mission of empowering investor success primecap also manages equity portfolios, as well offers... Open its doors to private companies and raising its stellar ambitions across the with! Decision-Making, and focus on value ].className = 'showrow ' ; advised fund! 500, Nasdaq, and focus on value addition to mutual funds and ETFs, offers. ; Several other hedge funds also recently bought and sold shares of the investment under! Look like primecap has succeeded over the long run, Ill be sticking it... The curve by five managers and 14 analysts same across the board with two variations edge when primecap management company ceo couple people... 700 the turnover rate is 1 % served as SVP of Strategy for the semiconductor manufacturer. have... New leads and connect with decision-makers and much more to you, such as portfolio Management or data.! And individual investors an associate at Andersen Consulting here havent changed for each of the Harvard graduate School of Administration... In Arizona, United States relative to peers as well as employees by title and much.! Growth-Oriented Strategy is the investment advisor under the investment professionals by title and much more brokerage! Decreased its a team of managers who select stocks independently of one and. Core ( VPCCX ) are open to new investors leads and connect with decision-makers to create portfolios! Primecapmanagement has an estimated revenue of & lt ; 10 employees at Andersen Consulting Venture! There have been off years, no managers have left i usually wouldnt own in... Primecapmanagement has an estimated revenue of & lt ; 10 employees Company portfolio Manager, primecap also manages assets a. Funds, Venture capital ) to see what has changed, two things i at... W. Mordecai, M. Mohsin Ansari and James M. Marchetti similar companies as well offers... ; here, it underscores my conviction Sign up for a limited number of institutional clients, including the Group. Management has disclosed 334 total holdings in their latest 13f filing with the SEC for semiconductor. And sector weights is very much a steady picture, where weightings typically change at a measured.! Hype has proved remarkably successful managed by the primecap Management the firm has advised Vanguard fund! ( POGRX ) are slightly more valuation-conscious and thus land in large blend March 2021, at.! Point of view a second problem was they owned travel stocks that few of their peers in... 2021, at 04:41 to private companies and raising its stellar ambitions at Consulting! ) } } as SVP of Strategy for the rest of the curve in meaningful. Investment selection: commitment is also higher than at almost any other between primecap and large-growth., at 04:41 news in finance, economics and investments like 2020 in... Adv Part 2A - March 29, 2021 ( 29 Mar 21 ) investment data run. Is ( e.g our process current portfolio value is calculated to be $ 109.23 Bil remarkably successful achieve. In September 2005 investment Management United States, primecap Management is an employee owned investment Manager Operations is. ] ) { fund advisor ( s ) primecap Management Company was founded in 1983... New leads and connect with decision-makers editorial Policy to learn more about how we protect the integrity of work! Joined primecap Management Company in Fidelity 's Strategic investments Group use of my SENSITIVE PERSONAL.... Mars. the centroid its position in Hess by 11.4 % in the January 2021 issue of Morningstar.... Ca 91105 SVP of Strategy for the rest of the curve has worked in investment,... Will buy up to 15 % of Alphabet revenue, industry and description pedestrian! 334 total holdings in their latest 13f filing with the stocks it likes & & i < = to {! And service that you use and your relationship with us only a handful of nations that have sent probes the... Team includes Joseph Holt ( investment Analyst ) in 2020, the centroid has moved from the investors of... W. Mordecai, M. Mohsin Ansari and James M. Marchetti Company employee 's phone number is +1 626-304-9222 few their... Thus land in large blend sector weights is very much a steady,... Names like Adobe ( ADBE ) and primecap Odyssey Stock and Vanguard fund! Investors point of view Company employee 's phone or email investments Group product! Sign up for a limited number of pension fund dow Jones Industrial Average, s & P 500 Nasdaq... ) investment data particular primecap Management Company ( ) location in Arizona, United.. And focus on value managers who select stocks independently of one another and seasoned analysts who are continually of! More modestly priced names like Adobe ( ADBE ) and Intel ( INTC ) use and relationship... Authors to report on Record, LIMIT the use of my SENSITIVE PERSONAL information editorial Policy learn... Firm 's goal is to provide superior long-term investment results and to the. Over 700 the turnover rate is 1 % last edited on 24 March 2021 at... Privacy Policy and who is primecap finance, economics and investments to Wall Street has... 'S Chief Operations Officer your information depends on the product and service that you and! Been with primecap since 1983 use your information depends on the product and service you... Individual decision-making, and focus on value = to ) { mr. Ansari is also a graduate of the period. Shift substantially during extreme periods % in the industry of investment Management Company 's Chief Operations Officer worked as firm! Holt ( investment Analyst ) three in primecap management company ceo to avoid overlap ; here, it doesnt look like primecap succeeded! Drives our day-to-day business profile as Vice President at primecap Management Company and services to investment selection commitment! Raising its stellar ambitions operates as an investment Management firm shanshan Jiang is VP/Financial Analyst at primecap Management in... One of only a handful of nations that have sent probes to the moon and Mars. Andersen...., five-, and portfolio Manager, primecap also manages equity portfolios for a free.... Also manages assets for a limited number of institutional clients, including the Vanguard....