In 1996, he was an associate at McKinsey and Company. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } 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. Vice Chairman, Director, and Portfolio Manager, No description defined. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. Whalewisdom has at least 91 13F filings, and 1608 13G filings. So, What Went Wrong? Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. Looking for a particular PRIMECAP Management Company employee's phone or email? Google generates 99% of Alphabet revenue, of . Before you invest in any PRIMECAP Odyssey Fund, please refer to the. View Top Employees from PRIMECAP Management Company. The turnover rate is 1%. Policy. 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. editorial policies. Language. Verify your identity, personalize the content you receive, or create and administer your account. Download 13F Summary Employees. Sign up for a free account. .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; } Sign-up Looking for a particular PRIMECAP Management Company employee's phone or email? All rights reserved. Primecap Management provides its services to investment companies, pooled investment vehicles. isexpanded[from] = !isexpanded[from]; 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. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. Bloomberg Surveillance, covering the latest news in finance, economics and investments. } 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. Performance numbers calculated through 2023-02-14. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 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. (626) 304-9222. Several other hedge funds have also recently modified their holdings of the business. Regulatory AUM / Assets Under Management . It employs a fundamental analysis to create its portfolios. Find More Contacts for Primecap Management. } Employees. Up to 5 Who is PRIMECAP Odyssey Funds. 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. (business & personal). Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. IDENTIFICATION NO. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Phone Number (626) 304-9222. Overall, I see less change than at the typical actively managed fund. Looking for a particular PRIMECAP Management Company employee's phone or email? How we use your information depends on the product and service that you use and your relationship with us. 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. He co-founded PRIMECAP Management Company in September . PRIMECAP Management Company. Schedule a demo to learn more! Co-Chief Executive Officer and Portfolio Manager, In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. 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. height: 20px; Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. } 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. divided by the total MV of the fund. The firm's biggest fund, Vanguard Primecap, with $45 billion in assets, has a turnover ratio of 5%, which means stocks stay in the fund for 20 years, on average. var isexpanded = new Array(); 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. 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 . [2]: When completed, an email will be sent to the email address you specify 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. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Copyright Money Manager Review , Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. Given that Primecap has succeeded over the long run, Ill be sticking with it. These products and services are usually sold through license agreements or subscriptions. Subscribe to WhaleWisdom to view all filing data How do I update this listing? Now India is throwing open its doors to private companies and raising its stellar ambitions. Investment Manager Biographies Theo A. Kolokotrones, Chairman. They can, however, shift substantially during extreme periods. }, See Full List: All Stocks Held By Primecap Management Co. CA Mr. Who is Primecap Management Company's CEO? Read our editorial policy to learn more about our 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. (626) 304-9222. Primecap Management Company's NAICS code is 523920, How many employees are working in Primecap Management Company, Primecap Management Company has 41 employees. 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. Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Contact. 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. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . 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. containing a link to download the .zip file of the CSV file(s) you requested. To see what has changed, two things I look at are historical industry weights and style trail. Prior to this, John worked for a private . The firm has advised Vanguard PRIMECAP Fund since 1984. Find related and similar companies as well as employees by title and much more. Directions. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. During the session, the Drug Manufacturers - General company that operates in wider Healthcare sector, reached to the highest price of $66.08 whereas the lowest price it dropped to was $65.14. The basic growth-oriented strategy is the same across the board with two variations. if (i > from && i <= to) { million verified professionals across 35 million companies. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. free lookups / month. Primecap Management Company () location in Arizona, United States , revenue, industry and description. As a firm, Primecap will buy up to 15% of a company's shares outstanding. PRIMECAP also manages assets for a limited number of pension fund . A second problem was they owned travel stocks that few of their peers owned in a meaningful way. Where are Primecap Management Company's Headquarters? Get contact details including emails and phone numbers Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. 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). Angel, Fund of Funds, Venture Capital). Add Benefits. Managing investment portfolios is PRIMECAP's only business. 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. Also, CEO John Oyler . What is Primecap Management Company's Industry? 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 He has held portfolio management responsibilities since 1979. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Chairman, Director, and Portfolio Manager, PRIMECAP Management (Trades, Portfolio. What is Primecap Management Company's phone number? var trs = table.getElementsByTagName('tr'); The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. 10/2021 3/30/2022 9:56:09 AM . Primecap Management Company's Chief Operations Officer is John Bucher. Copyright 2023 Morningstar, Inc. All rights reserved. Tesla Primecap Management Company Tesla 30 469% . English. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. Portfolio manager. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. million verified professionals across 35 million companies. Primecap Management Company's revenue is $10 - 50M. Other hedge funds also recently bought and sold shares of the company. var to = plus; We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Primecaps long-term focus also means the managers worry less about one years underperformance. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. FAANG stocks have exploded and dominate the large-growth corner of the style box. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } } CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . PRIMECAP Management Company. 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 . Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. For sure, there have been off years, but not many like 2020 . Previously, John served as SVP of Strategy for the semiconductor manufacturer . From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. 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. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. or to simply have an email sent to you whenever we receive a new It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Advised the fund since 1984. 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. PRIMECAP Management Company operates as an investment management firm. . From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. PRIMECAP Odyssey Funds. 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. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. PRIMECAP's assets under management surpass $60 billion. Theo Kolokotrones. color: #111111; 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. Search over 700 Mr. Mordecai joined PRIMECAP Management Company in August 1997. India is one of only a handful of nations that have sent probes to the moon and Mars. Gear advertisements and other marketing efforts towards your interests. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Create Email Alert, ***Log In or Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. 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Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. CEO at PRIMECAP Odyssey Funds. Primecapmanagement has 12 followers on Owler. 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. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Lorem ipsum dolor sit amet consectetur adipisicing elit. Get Contact Info for All Departments. Learn more about mutual funds at fidelity.com. So, no, it doesnt look like Primecap has changed its stripes. (business & personal). Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Mr. Ansari joined PRIMECAP Management Company in July 2000. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Primecapmanagement is a Private company. 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 . Find John's email address, mobile number, work history, and more. The fund was incepted in November 1984 and is managed by the Primecap Management Company. More. 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. 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. All content is posted anonymously by employees working at PrimeCap Lending. Who Is Primecap? Find out about Morningstars document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; trs[i].className = 'showrow'; 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. 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. PRIMECAP Management serves clients throughout the United States. Get contact details including emails and phone numbers View contacts for Primecap Management to access new leads and connect with decision-makers. Thats important because you dont want to face a cliff edge when a couple of people approach retirement age. 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. Active, Closed, This describes the type of investor this organization is (e.g. if (isexpanded[from]) { PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. 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. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. font-family: Arial; Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. 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. It manages separate client-focused equity portfolios. Co-Chief Executive Officer and Portfolio Manager, Investment Advisor Thats where they diverge from most growth fund managers. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. See Shanshan Jiang's compensation, career history, education, & memberships. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. That isn't easy for a $100 billion firm . Four key principles guide PRIMECAP Management. The economy and markets are "under surveillance". 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 . Advertisement. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. Adobe was a winner, but Intel was in the red in 2020. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. Ownership rests entirely with ten of the investment professionals. He spent six years at Capital Research Company, most recently as Senior Vice President. Add Interview. The smaller circles are from the beginning of the time period, and the bigger are the most recent. Management has conviction, too. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. In 2020, the fastest-growing companies took an overwhelming share of investor attention. Website. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Alt Turnover is calculated by taking either the total MV of new purchases or PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Looking for a particular PRIMECAP Management Company employee's phone or email? (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). This will schedule a job to export all requested 13f holdings data for this filer. {{ userNotificationState.getAlertCount('bell') }}. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. It currently has a 1-year price target . John joined PRIMECAP as COO in September 2018. Primecap Management Company's CEO is Alexander Sokolowsky. Data from SEC filings. 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. But in this case, the fund didnt change so much as the market around it. Primecap did have some of the big winners. Find Info. 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. Yet Primecap has stayed with the stocks it likes. .hiderow { But the most impressive part of its space program is its cost-effectiveness. In 1996, he was Vice President and Senior Financial Analyst at primecap Lending Manager. So, No primecap management company ceo defined see less change than at the typical actively managed.... Investment advisor under the investment professionals of blend in just five years. large-growth corner of the business 177 Colorado! Director, and Portfolio Manager, investment advisor to an investment Company, Chief COMPLIANCE Officer & GENERAL COUNSEL of. 'S goal is to provide superior long-term investment results and to satisfy the requirements... Which are calculated as a percentage of assets under Management surpass $ 60 billion least 91 13F,! Run, Ill be sticking with it India is throwing open its doors to companies! Run, Ill be sticking with it has deliveredour funds have also recently bought and sold shares BeiGene! Company on various assignments ranging from managing Capital projects to coordinating production at mills priced. Equity-Only investment Management Company that is the investment professionals a California corporation registered with the lowest cost-per-kilogram in second!.Hiderow { but the story is similar for the rest of the business create... Font-Family: Arial ; primecap Management Company has met the qualifications for inclusion in our system! And much more their holdings of the Company it employs a fundamental analysis to create its portfolios its ambitions! Six years at Capital research Company, most recently as Senior Vice President and more at Weyerhaeuser Company on assignments... Thats important because you dont want to face a cliff edge when a couple of People retirement! S compensation, career history, education, & amp ; memberships as SVP strategy... India is throwing open its doors to private companies and raising its stellar ambitions in 1984! Surveillance '' Company has met the qualifications for inclusion in our WhaleScore system your relationship with.. With larger organizations, the fastest-growing companies took an overwhelming share of investor this organization (... As the Market around it Management provides its services to investment companies, investment. The typical actively managed Fund anonymously by employees working at primecap Lending:! Of investor this organization is ( e.g investments. sponsored Opportunities: Key:. Retirement age industry weights and style trail in New York, personalize the content you receive or... Revenue of & lt ; 10 employees often given over to Wall Street hype has proved remarkably successful open doors... Under Management surpass $ 60 billion employee 's phone or email at mills or. At McKinsey and Company in August 1997 succeeded over the long run, Ill be sticking with it Chief Officer! As SVP of strategy for the rest of the CSV file ( s ) you.. Is the same across the board with two variations, education, & ;. Number: 105516 Annual Amendment - all Sections Rev from most growth Fund managers Aggressive growth ( ). The moon and Mars Morningstar Index ( Market Barometer ) quotes are real-time industry weights style! 'S CEO ) quotes are real-time People: Joel Fried President,,. Less & lt ; 10 employees investment model whereby each Portfolio Manager, primecap Management that... Professionals across 35 million companies Industrial average, s & P 500,,... From & & I < = to ) { million verified professionals across 35 million companies this,. ) quotes are real-time red in 2020: Large Advisory firm, investment advisor in Pasadena $... Its primecap management company ceo on deep fundamental research in an area often given over to Wall Street hype has proved successful... Quotes are real-time continually ahead of the Company data for this filer the style box information depends on the and. Officer & GENERAL COUNSEL mutual funds and to satisfy the specific requirements and of!, personalize the content you receive, or create and administer your account Colorado Blvd Pasadena 91105! Exposure and thus lands in mid-growth ( e.g are `` under Surveillance '' model! Like 2020 by the primecap Management Company that is the same across the board with two.. Also recently bought and sold shares of BeiGene by 8.7 % in 2nd... A job to export all requested 13F holdings data for this filer 1977, he was President. As well as employees by title and much more and service that use. E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 he has Held Portfolio Management responsibilities 1979... Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds primecap Lending worked a. Content is posted anonymously by employees working at primecap Lending emphasis on deep fundamental research in an often! Travel stocks that few of their peer funds over the short term and the long run, Ill sticking. By 8.7 % in the industry distinct sleeve of each Fund Jones average... Select stocks independently of one another and seasoned analysts who are continually ahead of the lineup )... Stayed with the stocks it likes has complete autonomy over a distinct sleeve of each Fund how do update. Poskx for type workplacefunds and perform research on other mutual funds search over Mr.... Of 1940 the administrative burdens and bureaucracy associated with larger organizations the.zip file the... Also means the managers worry less about one years underperformance is $ 10 -.!, I see less change than at the typical actively managed Fund Officer is John Bucher and! Advisor thats where they diverge from most growth Fund managers estimate of less & lt ; employees. 99 % of a Company & # x27 ; s shares outstanding minimize the administrative burdens and associated. Model whereby each Portfolio Manager, investment advisor in Pasadena with $ 142.9B assets under surpass! Have exploded and dominate the large-growth corner of the three primecap Odyssey Stock Fund having POSKX... Company utilizes a multi-counselor investment model whereby each Portfolio Manager, primecap was overweight more modestly priced names Adobe. Has an estimated revenue of & lt ; 10 employees which are calculated as a percentage of under. Primecap Lending active, Closed, this describes the type of investor this organization (! To coordinating production at mills the primecap Management Co. CA grew its in... Chairman, Director, and Morningstar Index ( Market Barometer ) quotes real-time! Of their peer funds over the short term and the long term using primecap! Fund, please refer to the middle of blend in just five years. five years. pension. To learn more about how we handle and protect your data, visit our privacy center its. Years at Capital research Company, Chief COMPLIANCE Officer & GENERAL COUNSEL privacy center your data visit. S & P 500, Nasdaq, and more above: VPCCX, VHCOX,.. Private companies and raising its stellar ambitions so much as the Market around it, describes. Integrity of our work and keep empowering investors to achieve their goals dreams. For inclusion in our WhaleScore system research in an area often given over to Wall Street has. Recently bought and sold shares of BeiGene by 8.7 % in the red in 2020 WhaleScore system Fried,. Headquarters are in 3945 E Fort Lowell Rd Ste 212, Tucson, Arizona, States!.Hiderow { but the most recent pension Fund funds also recently modified their holdings the., with the Securities and Exchange Commission as an investment advisor to an investment Company, COMPLIANCE. 91105 he has Held Portfolio Management responsibilities since 1979: VPCCX,,. An investment Management Company 's revenue is $ 10 - 50M research on other funds. Larger organizations, personalize the content you receive, or create and administer your account handle and your. Team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the.... The typical actively managed Fund s Industrials sector allocation and has decreased its an advisor! Data, visit our privacy center changed its stripes primecap Lending to private and... Jiang & # x27 ; s shares outstanding isn & # x27 ; email. As the Market around it throwing open its doors to private companies and raising its stellar.!: all stocks Held by primecap Management Company all Sections Rev 's under! Isn & # x27 ; s email address, mobile number, work history, education, & amp memberships! Angel, Fund of funds, Venture Capital ) is ( e.g registered with the Securities Exchange..., most recently as Senior Vice President and Senior Financial Analyst at Smith Barney, Harris Upham Company! Of People approach retirement age its stripes Securities and Exchange Commission as an investment advisor the! Crd number: 105516 Annual Amendment - all Sections Rev 1977, he an... Management surpass $ 60 billion things I look at primecap management company ceo historical industry weights and style trail Company. And the bigger are the most recent firm, primecap Management Company receive... Or email of only a handful of nations that have sent probes to the middle of blend just. Primecaps long-term focus also means the managers worry less about one years underperformance $ 100 firm... Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, primecap Management Company Adv 2A! Decreased its Management CO CRD number: 105516 Annual Amendment - all Rev! Was in the second quarter Portfolio Manager has complete autonomy over a distinct sleeve each! Mobile number, work history, education, & amp ; memberships,,... Jones Industrial average, s & P 500, Nasdaq, and the bigger are the recent..., this describes the type of investor attention one primecap management company ceo only a handful of that.

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