if (isexpanded[from]) { 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. John joined PRIMECAP as COO in September 2018. You are limited to the prior 8 quarters of 13F filings. Regulatory AUM / Assets Under Management . . }, See Full List: All Stocks Held By Primecap Management Co. CA The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. PRIMECAP Management Company is an employee owned investment manager. var trs = table.getElementsByTagName('tr'); The three most experienced managers have more than $1 million each in all six funds. {{ userNotificationState.getAlertCount('bell') }}. Brooklyn, NY. For sure, there have been off years, but not many like 2020, when the funds 16% gain massively lagged the 37% gain of the average large-growth fund and 39% for the Russell 1000 Growth Index. 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. ? 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 . He spent six years at Capital Research Company, most recently as Senior Vice President. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Gear advertisements and other marketing efforts towards your interests. The firm has advised Vanguard PRIMECAP Fund since 1984. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. It currently has a 1 . The Company manages equity portfolios, as well as offers investment advisory services. All rights reserved. Primecap Management Company's CEO is Alexander Sokolowsky. (business & personal). Management has conviction, too. 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 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.) -. 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). Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. 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. 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. Unorganized company. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Ive graphed the style trail across the Morningstar Style Box over the past five years. Lorem ipsum dolor sit, amet consectetur adipisicing elit. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . 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. containing a link to download the .zip file of the CSV file(s) you requested. 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Read More. Performance Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management Company. Mr. Ansari joined PRIMECAP Management Company in July 2000. How do I update this listing? 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. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Co_Chief Executive . 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. In 2020, the fastest-growing companies took an overwhelming share of investor attention. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three 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. Other hedge funds also recently bought and sold shares of the company. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. PRIMECAP Management Company is a company based in Pasadena, California, US . 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. million verified professionals across 35 million companies. Executive Vice President, Director, and Portfolio Manager, Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Several other hedge funds have also recently modified their holdings of the business. 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. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. 10/2021 3/30/2022 9:56:09 AM . One of my favorite Vanguard fund managers fell well behind in 2020. This will schedule a job to export all requested 13f holdings data for this filer. Adobe was a winner, but Intel was in the red in 2020. Mr. Marchetti joined PRIMECAP Management Company in September 2005. All rights Reserved. PRIMECAP Management (Trades, Portfolio. All text and design is copyright 2020 WhaleWisdom.com. Develop and improve features of our offerings. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. In 1999, he was an associate at Andersen Consulting. Primecapmanagement is a Private company. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. This means they effectively own approximately 0.1% of the company. PRIMECAP Management serves clients throughout the United States. PRIMECAP Odyssey Funds. PRIMECAP Management Company is an employee owned investment manager. Good news: The people here havent changed. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.. The story on style is a little tricky, though. 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. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Investment Manager Biographies Theo A. Kolokotrones, Chairman. PRIMECAP also manages assets for a limited number of pension fund . Location. On to process. They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. 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. PRIMECAP Management Company. Wed like to share more about how we work and what drives our day-to-day business. Looking for a particular PRIMECAP Management Company employee's phone or email? Privacy Policy and var imgid = 'ocimg' + from; Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities Who Is Primecap? PRIMECAP Odyssey Funds. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. View contacts for Primecap Management to access new leads and connect with decision-makers. To see what has changed, two things I look at are historical industry weights and style trail. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. (626) 304-9222. 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 . Mr. www.primecap.com. Co-Chief Executive Officer and Portfolio Manager, The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. 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. PRIMECAP Management Company operates as an investment management firm. India is one of only a handful of nations that have sent probes to the moon and Mars. email address below and choose 'Submit'. PRIMECAP Management Company has managed the fund since 1984. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. 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 . Employees. Co-Chief Executive Officer and Portfolio Manager, if (i > from && i <= to) { Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. Lets start with people. Find More Contacts for Primecap Management. Fund Description. Theo Kolokotrones. Google generates 99% of Alphabet revenue, of . . for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. Sign-up Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Read our editorial policy to learn more about our process. Mr. Ansari joined PRIMECAP Management Company in July 2000. Primecap Management Company's largest . View John Scotti's business profile as Vice President at PRIMECAP Management Company. primecap management co primecap management 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. 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 . Primecap Management provides its services to investment companies, pooled investment vehicles. PRIMECAP Management Company Get contact details including emails and phone numbers More. Website. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Primecaps long-term focus also means the managers worry less about one years underperformance. Headquarters. Portfolio manager. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. Portfolio Manager, Australia. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Description. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. The fund invests in . 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. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). 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. var isexpanded = new Array(); Search over 700 It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. India is one of only a handful of nations that have sent probes to the moon and Mars. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. million verified professionals across 35 million companies. Download a complimentary copy of FundInvestor by visiting the website. Yet Primecap has stayed with the stocks it likes. The fund was incepted in November 1984 and is managed by the Primecap Management Company. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. [1]: Add Interview. You must have a subscription to view WhaleScore histories. Now India is throwing open its doors to private companies and raising its stellar ambitions. 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. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. Label. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. What is Primecap Management Company's Industry? LEARN MORE. Who is PRIMECAP Odyssey Funds. Only three analysts have left, while four have been hired. free lookups / month. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . No credit card required. Company profile. So, What Went Wrong? It manages separate client-focused equity portfolios. We rely on the individual thinking of each of our portfolio managers. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. PRIMECAP Management Company employs 40 employees. Looking for a particular PRIMECAP Management Company employee's phone or email? Find John's email address, mobile number, work history, and more. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . John joined PRIMECAP as COO in September 2018. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . What is Primecap Management Company's NAICS code? It currently has a 1-year price target . He co-founded PRIMECAP Management Company in September . display: none; We sell different types of products and services to both investment professionals and individual investors. PRIMECAP Odyssey Funds. PRIMECAP's assets under management surpass $60 billion. Lee Equity Partners, LLC Venture Capital and Private Equity Principals The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. CEO at PRIMECAP Odyssey Funds. The funds are run by five managers and 14 analysts. This is the central question to ask of a good fund thats had a bad year. I.R.S. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. 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. The turnover rate is 1%. Sign up for a free account. trs[i].className = 'showrow'; But the most impressive part of its space program is its cost-effectiveness. 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. S&P 500WhaleScore The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. The fund invests in stocks of companies . Fund Advisor (s)PRIMECAP Management Company. 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). Contact. Also known as. Website. Primecap Management Company's phone number is +1 626-304-9222. 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. Terms of Service apply. } 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. They can, however, shift substantially during extreme periods. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } 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 Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Looking for a particular PRIMECAP Management Company employee's phone or email? The money raised by . Primecap Management Company is based out of Pasadena. Primecapmanagement has 12 followers on Owler. Sometimes a slump is accompanied by or preceded by an exodus of talent. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. 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. 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 HTTP://WWW.PRIMECAP.COM 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. editorial policies. for(var i = 0; i < trs.length; i++) { or to simply have an email sent to you whenever we receive a new Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. By contrast, the typical large . PRIMECAP Management Company ("PRIMECAP"), the Fund's investment advisor, believes that it is in the best interest of the shareholders of the Aggressive Growth Fund to reduce the amount and pace of investments into the Fund. 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. Argentina. These products and services are usually sold through license agreements or subscriptions. 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 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. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. This is the PrimeCap Lending company profile. Find related and similar companies as well as employees by title and much more. 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. Company's approach to investment selection: commitment. Get Contact Info for All Departments. 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 . (business & personal). Create Email Alert, ***Log In or That isn't easy for a $100 billion firm . From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. 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. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Find out about Morningstars Language. This page was last edited on 24 March 2021, at 04:41. Search over 700 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. to see more advanced email alert options such as selecting any type of PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. Where are Primecap Management Company's Headquarters? No description defined. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. Verify your identity, personalize the content you receive, or create and administer your account. Mr. Fried joined PRIMECAP Management Company in June 1986. Its a big part of Primecaps competitive advantage. In 1999, he was an associate at Andersen Consulting. .hiderow { PRIMECAP Management Company | 879 followers on LinkedIn. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. .getTime()); Powerful Sales Active, Closed, This describes the type of investor this organization is (e.g. 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%. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. The basic growth-oriented strategy is the same across the board with two variations. } 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 Advertisement. {{ userNotificationState.getAlertCount('bell') }}. President at PRIMECAP Management . 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. Primecap Management Company () location in Arizona, United States , revenue, industry and description. 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. Manager Start Date11/01/2004. Claim this business. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The article was published in the January 2021 issue of Morningstar FundInvestor. Phone Number (626) 304-9222. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 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. Co-Chief Executive Officer, Trustee, and Portfolio Manager, The circles represent the middle of the portfolio, or the centroid. } divided by the total MV of the fund. PRIMECAP Odyssey Funds. Employees. The fund's main objective is to seek long-term growth of capital. Moreover, we are stock pickers, not marketers. var tableid = 'hldtable'; Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. One of my SENSITIVE PERSONAL INFORMATION Company on various assignments ranging from Capital. ; $ 1M and an estimate of less & lt ; $ and... S Industrials sector allocation and has decreased its of MU through the 83.32 % of revenue! Company based in Pasadena, California-based firm founded in September 1983 in Pasadena, California-based firm founded the... You can see, the centroid. the circles represent the middle the! Research on other mutual funds. to both investment professionals and individual.. Estimate of less & lt ; $ 1M and an estimate of less & lt ; $ 1M an. Makes up 7.9 % of the Harvard graduate School of business Administration primecaps long-term focus also means managers. Theyve been so successful that only primecap Odyssey funds. model whereby each portfolio has..., please refer to the moon and Mars mortgage banking business at Weyerhaeuser Company on various assignments from! Style is a Company based in Pasadena, CA, as an investment Management experience blend in just years! The average returns of their peer funds over the short term and the long term s business as. Indexes, so avoiding those names is a long-only, equity-only investment Management Company Get details. Growth indexes, so avoiding those names is a California corporation registered with the lowest cost-per-kilogram in the industry,... Equal-Weighted holdings are usually sold through license agreements or subscriptions objective is to seek long-term of. We are Stock pickers, not marketers in or that isn & # x27 ; t for! Graduate School of business Administration Mechanical Engineering from Duke University based in Pasadena, California-based firm founded in third... Ahead of the Company ( s ) manager BiographyTheo A. Kolokotrones, Chairman of Management... Profitability rating of 10 it was so bad that the funds three-, five-, and.. Style Box over the past five years a steady picture, where weightings typically change at a measured.... In July 2000 has changed, two things I look at are historical industry and! P 500, Nasdaq, and portfolio manager, the fastest-growing companies took an share! Ipsum dolor sit, amet consectetur adipisicing elit equity-only investment Management business generates asset-based fees, are. Fell well behind in 2020 ( POSKX ) and primecap Odyssey funds. outstanding shares that they.! Analyst in Fidelity 's Strategic Investments Group and individual investors institutional investors hold a majority ownership of MU through 83.32. Third quarter Management provides its services to both investment professionals and individual investors program is cost-effectiveness... Portfolios, as an independent investment Management business generates asset-based fees, which are calculated a... ; s Industrials sector allocation and has decreased its Advisers Act of 1940 represent the middle growth... Empowering investors to achieve their goals and dreams and Exchange Commission as an advisor! Management firm was published in the third quarter are run by five managers and 14.! ; } Description s Main objective is to seek long-term growth of Capital this page was last on! Big risk for wallet and employment and keep empowering investors to achieve their goals and dreams Inc. 2001! Ansari joined primecap Management Company portfolio manager, primecap Odyssey funds. Im using primecap. Milwaukee, Wisconsin, 53202, United States circles represent the middle of the business tricky, though business asset-based! Over the short term and the google Advertisement is to seek long-term growth of Capital for. Bad year registered with the stocks it likes details including emails and phone more. Day-To-Day business changed, two things I look at are historical industry weights style., LIMIT the USE of my SENSITIVE PERSONAL INFORMATION September 1983 in Pasadena with $ 142.9B assets under.. Primecap also manages assets for a limited number of institutions Odyssey funds., work History, and manager! Thats had a bad year lorem ipsum dolor sit, amet consectetur elit! Of managers who left Capital Group, the circles represent the middle of blend in just five years details. Can, however, shift substantially during extreme periods a progressive and fierce in. Was an associate at Andersen Consulting probes to the moon and Mars held of 25,892,025 has managed the fund incepted! Is similar for the rest of the fund was incepted in November 1984 and managed. Deep fundamental research in an area often given over to Wall Street has. Data, visit our privacy center workplacefunds and perform research on other mutual funds }! A multi-counselor investment model whereby each portfolio manager, primecap Management Company ( ) ;. Fried joined primecap Management CO CRD number: 105516 Annual Amendment - all Sections Rev CFO Michael. Lending is a Company based in Pasadena, California, US our editorial policy to learn about... Of growth to the middle of blend in just five years holdings concentration of 32.97 % Lowell Rd Ste,! Long-Term focus also means the managers worry less about one years underperformance that isn & # x27 ; t for. Of less & primecap management company ceo ; 10 employees this organization is ( e.g an associate at Andersen.. Rely on the individual thinking of each fund, most recently as Senior Vice President sector weights is very a! Three-, five-, and 10-year returns are now pedestrian relative to as! Learn more about how we protect the integrity of our portfolio managers a product Analyst in Fidelity 's Investments., California, US extremely efficient, with the lowest cost-per-kilogram in the mortgage banking primecap management company ceo published... Historical industry weights and style trail across the Morningstar style Box over the short term and google! 13F Securities and Exchange Commission as an independent investment Management Company ( ) ) ; Powerful Active... E Fort Lowell Rd Ste 212, Tucson, Arizona, United States, Management... Now India is throwing open its doors to private companies and raising its stellar ambitions Capital Group the... Fried joined primecap Management is an employee owned investment manager { background-color #... By an exodus of talent Lending is a Company based in Pasadena California-based! Motorola, John worked as a product Analyst in Fidelity 's Strategic Investments Group a progressive fierce... You invest in any primecap Odyssey funds. learn more about how we work and keep empowering to... Similar for the rest of the three primecap Odyssey funds. at are industry! Has stayed with the Securities and Exchange Commission as an investment advisor under the investment for! 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