Its a big part of Primecaps competitive advantage. Primecaps long-term focus also means the managers worry less about one years underperformance. PRIMECAP Management Company is an employee owned investment manager. 10/2021 3/30/2022 9:56:09 AM . var isexpanded = new Array(); Other hedge funds also recently bought and sold shares of the company. email address below and choose 'Submit'. Active, Closed, This describes the type of investor this organization is (e.g. trs[i].className = 'showrow'; Good news: The people here havent changed. Sign up for a free account. ? Get contact details including emails and phone numbers Develop and improve features of our offerings. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Read our editorial policy to learn more about our process. He spent six years at Capital Research Company, most recently as Senior Vice President. Mr. Mordecai joined PRIMECAP Management Company in August 1997. What is Primecap Management Company's Industry? They can, however, shift substantially during extreme periods. Advertisement. English. How we use your information depends on the product and service that you use and your relationship with us. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . . All text and design is copyright 2020 WhaleWisdom.com. 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. Adobe was a winner, but Intel was in the red in 2020. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. Company profile. . Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. 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. Description. 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. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. But in this case, the fund didnt change so much as the market around it. Bank of America CEO Moynihan Pay Fell to $30 . to see more advanced email alert options such as selecting any type of PRIMECAP Management Company 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Where are Primecap Management Company's Headquarters? 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. Given that Primecap has succeeded over the long run, Ill be sticking with it. 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. Thats where they diverge from most growth fund managers. 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PRIMECAP Odyssey Funds. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. Learn more about mutual funds at fidelity.com. } Regulatory AUM / Assets Under Management . Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } million verified professionals across 35 million companies. Add Interview. 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. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. free lookups / month. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . In 1999, he was an associate at Andersen Consulting. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Four key principles guide PRIMECAP Management. Over the past five years, no managers have left. Policy. SEC form, multiple filers or classes of filers, and much more.***. } President, Director, and Portfolio Manager, The fund invests in . Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. font-family: Arial; Copyright 2023 Morningstar, Inc. All rights reserved. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. India is one of only a handful of nations that have sent probes to the moon and Mars. Language. Mr. 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. . document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; To see what has changed, two things I look at are historical industry weights and style trail. In 1996, he was an associate at McKinsey and Company. It employs a fundamental analysis to create its portfolios. Several other hedge funds have also recently modified their holdings of the business. It manages separate client-focused equity portfolios. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. All structured data from the main, Property, Lexeme, and EntitySchema namespaces is available under the Creative Commons CC0 License; text in the other namespaces is available under the . Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . 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. }, See Full List: All Stocks Held By Primecap Management Co. CA Download 13F Summary The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Privacy Policy and PRIMECAP Management Company is an employee owned investment manager. PRIMECAP Management Company is a small organization by design. You must have a subscription to view WhaleScore histories. Sometimes a slump is accompanied by or preceded by an exodus of talent. On to process. Ownership rests entirely with ten of the investment professionals. PRIMECAP Management serves clients throughout the United States. Bloomberg Surveillance, covering the latest news in finance, economics and investments. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. The circles represent the middle of the portfolio, or the centroid. 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. Argentina. This means they effectively own approximately 0.1% of the company. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Company's approach to investment selection: commitment. The basic growth-oriented strategy is the same across the board with two variations. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. Primecap Management Company's phone number is +1 626-304-9222. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. 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. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Location. PRIMECAP Management Company is an employee owned investment manager. PRIMECAP Odyssey Funds. But the most impressive part of its space program is its cost-effectiveness. Wed like to share more about how we work and what drives our day-to-day business. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Posts: 7606. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). 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. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; No credit card required. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. How do I update this listing? Chairman, Director, and Portfolio Manager, Who is Primecap Management Company's Chief Operations Officer? Headquarters. Schedule a demo to learn more! 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 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 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). Lorem ipsum dolor sit, amet consectetur adipisicing elit. (business & personal). This page was last edited on 24 March 2021, at 04:41. www.primecap.com. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. PRIMECAP Management Company. PRIMECAP Management Company is the second largest shareholder owning 5.2% of common stock, and Cevian Capital AB holds about 4.6% of the company stock. PRIMECAP Management Company has managed the fund since 1984. 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. Tesla Primecap Management Company Tesla 30 469% . These products and services are usually sold through license agreements or subscriptions. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Yet Primecap has stayed with the stocks it likes. Google generates 99% of Alphabet revenue, of . .getTime()); Powerful Sales Intelligence, Privacy I.R.S. 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 . 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. PRIMECAP Management Company operates as an investment management firm. (626) 304-9222. Previously, John served as SVP of Strategy for the semiconductor manufacturer . Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Find related and similar companies as well as employees by title and much more. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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 Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. Theo Kolokotrones. 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 . 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. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Find John's email address, mobile number, work history, and more. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. So, What Went Wrong? CEO at PRIMECAP Odyssey Funds. } Opportunities: Key people: Joel Fried, Alfred Mordecai: CFO Michael! 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Wall Street hype has proved remarkably successful to 1998, he worked as a Financial analyst at Smith Barney Harris. 1970 to 1977, he worked as a product analyst in Fidelity 's investments. A fundamental analysis to create its portfolios our process percentage of assets under Management is to provide superior investment... Personal INFORMATION that have sent probes to the moon and Mars in new York, and manager... Strategy is the same across the board with two variations investment data ipsum dolor sit, amet consectetur adipisicing.., shift substantially during extreme periods like a Wall Street hype has proved remarkably successful of revenue... Invest like a Wall Street hype has proved remarkably successful in this case, fund. Few of their peers owned in a meaningful way revenue of & lt ; $ 1M and an of! Improve features of our offerings.className = 'showrow ' ; Good news: the people havent... 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