Find out about Morningstars PRIMECAP Management Company is an employee owned investment manager. IDENTIFICATION NO. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. Google generates 99% of Alphabet revenue, of . Get Contact Info for All Departments. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. 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. free lookups / month. It manages separate client-focused equity portfolios. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. Equal-WTWhaleScore 2.0 if (isexpanded[from]) { Primecap Management Company () location in Arizona, United States , revenue, industry and description. Where are Primecap Management Company's Headquarters? In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . 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 was founded in September 1983 in Pasadena, California, as an independent investment management company. for(var i = 0; i < trs.length; i++) { Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). Executive Vice President, Director, and Portfolio Manager, under the Investment Company Act of 1940 that you advise for providing chief compliance officer services to you, provide the person's name and IRS Employer Identification Number (if any): Primecap Management Company is in the industry of Investment Management. 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(626) 304-9222. [1]: No credit card required. What is Primecap Management Company's Revenue? Vice Chairman, Director, and Portfolio Manager, primecap management co primecap management 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. var imgid = 'ocimg' + from; trs[i].className = 'showrow'; Advised the fund since 1984. Unorganized company. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . All content is posted anonymously by employees working at PrimeCap Lending. Get contact details including emails and phone numbers PRIMECAP Management Company to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. Yet Primecap has stayed with the stocks it likes. Managing investment portfolios is PRIMECAP's only business. } else { Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. By contrast, the typical large . (business & personal). Data from SEC filings. Find More Contacts for Primecap Management. free lookups / month. PRIMECAP's assets under management surpass $60 billion. Lee Equity Partners, LLC Venture Capital and Private Equity Principals PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. . We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. divided by the total MV of the fund. Sign up for a free account. The story on style is a little tricky, though. 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%. On to process. 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. S&P 500WhaleScore India is one of only a handful of nations that have sent probes to the moon and Mars. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Sign-up Primecapmanagement has 12 followers on Owler. Investment Advisor Co-Chief Executive Officer, Trustee, and Portfolio Manager, Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Get contact details including emails and phone numbers PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. See Shanshan Jiang's compensation, career history, education, & memberships. Fund Description. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. The firm has advised Vanguard PRIMECAP Fund since 1984. . [2]: The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. John joined PRIMECAP as COO in September 2018. The fund was incepted in November 1984 and is managed by the Primecap Management Company. California. PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. if (table) { (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Looking for a particular PRIMECAP Management Company employee's phone or email? We sell different types of products and services to both investment professionals and individual investors. All rights reserved. India is one of only a handful of nations that have sent probes to the moon and Mars. height: 20px; 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. (business & personal). Privacy Policy and . Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company.
It employs a fundamental analysis to create its portfolios. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Co-Chief Executive Officer and Portfolio Manager, They can, however, shift substantially during extreme periods. This interest is also higher than at almost any other . CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! 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. Mr. Ansari joined PRIMECAP Management Company in July 2000. Copyright 2023 Morningstar, Inc. All rights reserved. to see more advanced email alert options such as selecting any type of .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } 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. var trs = table.getElementsByTagName('tr'); 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. PRIMECAP Management Company A second problem was they owned travel stocks that few of their peers owned in a meaningful way. In 1999, he was an associate at Andersen Consulting. Primecap Management Company's phone number is +1 626-304-9222. Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. }, See Full List: All Stocks Held By Primecap Management Co. CA Previously, John served as SVP of Strategy for the semiconductor manufacturer . So, What Went Wrong? 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. Moreover, we are stock pickers, not marketers. 10/2021 3/30/2022 9:56:09 AM . Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. What is Primecap Management Company's NAICS code? PASADENA, CA 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. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Primecap Management Company's largest . How we use your information depends on the product and service that you use and your relationship with us. No credit card required. PRIMECAP Management Company is a small organization by design. Claim this business. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Headquarters. Management has conviction, too. All rights Reserved. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. These products and services are usually sold through license agreements or subscriptions. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. 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