PRIMECAP Management Company employs 40 employees. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Policy. Find John's email address, mobile number, work history, and more. But in this case, the fund didnt change so much as the market around it. divided by the total MV of the fund. 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. In 1996, he was an associate at McKinsey and Company. color: #111111; This will schedule a job to export all requested 13f holdings data for this filer. free lookups / month. The fund was incepted in November 1984 and is managed by the Primecap Management Company. PRIMECAP Management Company. Primecap Management Company's revenue is $10 - 50M. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } Now India is throwing open its doors to private companies and raising its stellar ambitions. 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. The fund invests in . 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. Find out about Morningstars Get contact details including emails and phone numbers Data from SEC filings. . So, What Went Wrong? .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } 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 Company () location in Arizona, United States , revenue, industry and description. email address below and choose 'Submit'. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. 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. (business & personal). Executive Vice President, Director, and Portfolio Manager, 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. John joined PRIMECAP as COO in September 2018. In 2020, the fastest-growing companies took an overwhelming share of investor attention. This is the central question to ask of a good fund thats had a bad year. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Posts: 7606. These products and services are usually sold through license agreements or subscriptions. Terms of Service apply. Language. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. } Mr. Ansari joined PRIMECAP Management Company in July 2000. 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. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . PRIMECAP Management Company is an employee owned investment manager. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. Looking for a particular PRIMECAP Management Company employee's phone or email? This site is protected by reCAPTCHA and the Google Also, CEO John Oyler . {{ userNotificationState.getAlertCount('bell') }}. Investment Advisor Search over 700 In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . Download 13F Summary Yet Primecap has stayed with the stocks it likes. Search over 700 The turnover rate is 1%. primecap management co primecap management See Shanshan Jiang's compensation, career history, education, & memberships. 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. You must have a subscription to view WhaleScore histories. What is Primecap Management Company's Revenue? Provide specific products and services to you, such as portfolio management or data aggregation. Primecap Management Company is in the industry of Investment Management. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. Over the past five years, no managers have left. Equal-WTWhaleScore 2.0 No credit card required. Learn more about mutual funds at fidelity.com. 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 function expandRow(from,plus) { Australia. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Advertisement. 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. IDENTIFICATION NO. That isn't easy for a $100 billion firm . Mr. Mordecai joined PRIMECAP Management Company in August 1997. Add Interview. No description defined. PRIMECAP Management Company is an employee owned investment manager. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Verify your identity, personalize the content you receive, or create and administer your account. 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. Wed like to share more about how we work and what drives our day-to-day business. 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. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. Add Benefits. Find More Contacts for Primecap Management. Location. 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. Find related and similar companies as well as employees by title and much more. Only three analysts have left, while four have been hired. The story on style is a little tricky, though. Lorem ipsum dolor sit, amet consectetur adipisicing elit. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Investment Manager Biographies Theo A. Kolokotrones, Chairman. OriginalWhaleScore 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 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. Primecaps long-term focus also means the managers worry less about one years underperformance. Given that Primecap has succeeded over the long run, Ill be sticking with it. containing a link to download the .zip file of the CSV file(s) you requested. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Ownership rests entirely with ten of the investment professionals. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Investment Philosophy. PRIMECAP Management Company One of my favorite Vanguard fund managers fell well behind in 2020. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. Portfolio Manager, Prior to this, John worked for a private . HTTP://WWW.PRIMECAP.COM View contacts for Primecap Management to access new leads and connect with decision-makers. CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! 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). 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 In 1999, he was an associate at Andersen Consulting. We sell different types of products and services to both investment professionals and individual investors. 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. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. The three most experienced managers have more than $1 million each in all six funds. Create Email Alert, ***Log In or PRIMECAP Management Company is a company based in Pasadena, California, US . Who is PRIMECAP Odyssey Funds. John joined PRIMECAP as COO in September 2018. 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. Employees. This interest is also higher than at almost any other . This depth of experience adds a historical perspective to our investment ideas. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. The basic growth-oriented strategy is the same across the board with two variations. if (i > from && i <= to) { Portfolio manager. Whalewisdom has at least 91 13F filings, and 1608 13G filings. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . 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. PRIMECAP Management Company operates as an investment management firm. So, no, it doesnt look like Primecap has changed its stripes. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } By contrast, the typical large . It currently has a 1-year price target . 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. Primecap Management Company's largest . 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. He has held portfolio management responsibilities since 1979. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. } } 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. To see what has changed, two things I look at are historical industry weights and style trail. It currently has a 1 . 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 . Overall, I see less change than at the typical actively managed fund. Conclusion On a yearly basis, much of what at first seems to be skill or stupidity is really just a funds industry biases shining through. Moreover, we are stock pickers, not marketers. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Up to 5 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. Now India is throwing open its doors to private companies and raising its stellar ambitions. Co-Chief Executive Officer and Portfolio Manager, 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. Sign-up Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. PRIMECAP Odyssey Funds. Website. . for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. This is the PrimeCap Lending company profile. or to simply have an email sent to you whenever we receive a new Up to 5 Total number of employee profiles an organization has on Crunchbase, Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Where the organization is headquartered (e.g. } Alt Turnover is calculated by taking either the total MV of new purchases or Four key principles guide PRIMECAP Management. The fund's main objective is to seek long-term growth of capital. Primecapmanagement has 12 followers on Owler. Vice Chairman, Director, and Portfolio Manager, Argentina. Mr. Fried joined PRIMECAP Management Company in June 1986. PRIMECAP Management Company 700 the turnover rate is 1 % of MU through the 83.32 % the... Look at are historical industry weights and style trail may use it to: to learn more how! Moves in market history has put some distance between primecap and most large-growth.... 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