Co-Chief Executive Officer and Portfolio Manager, PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. Performance numbers calculated through 2023-02-14. } else { } Find out about Morningstars Also known as. Primecapmanagement is a Private company. million verified professionals across 35 million companies. The Company manages equity portfolios, as well as offers investment advisory services. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. The economy and markets are "under surveillance". Several other hedge funds have also recently modified their holdings of the business. Mr. Ansari joined PRIMECAP Management Company in July 2000. function expandRow(from,plus) { 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. (626) 304-9222. India is one of only a handful of nations that have sent probes to the moon and Mars. PRIMECAP Management (Trades, Portfolio. free lookups / month. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. PRIMECAP Management Company is a small organization by design. Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } million verified professionals across 35 million companies. Copyright 2023 Morningstar, Inc. All rights reserved. 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. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. trs[i].className = 'showrow'; 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 . 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. } else { PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Its a big part of Primecaps competitive advantage. -. This means they effectively own approximately 0.1% of the company. 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. 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%. 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. Primecap Management Company is based out of Pasadena. 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. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. 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. View John Scotti's business profile as Vice President at PRIMECAP Management Company. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. For sure, there have been off years, but not many like 2020 . Has It Changed? Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Contact. 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. Primecap Management Company () location in Arizona, United States , revenue, industry and description. 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. 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. In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . if (isexpanded[from]) { 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. 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. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. trs[i].className = 'hiderow'; Claim this business. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. 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Posts: 7606. and a top 10 holdings concentration of 32.97%. HTTP://WWW.PRIMECAP.COM The three most experienced managers have more than $1 million each in all six funds. 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. Active, Closed, This describes the type of investor this organization is (e.g. Lee Equity Partners, LLC Venture Capital and Private Equity Principals 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. 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 . John joined PRIMECAP as COO in September 2018. Portfolio manager. Directions. Privacy Policy and Looking for a particular PRIMECAP Management Company employee's phone or email? 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.) Add Interview. Get contact details including emails and phone numbers 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. Management has conviction, too. 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. The story on style is a little tricky, though. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. Over the past five years, no managers have left. English. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 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. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. 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. PRIMECAP's assets under management surpass $60 billion. Copyright Money Manager Review , We recognize that our competency is investment management, not administration. Read More. PRIMECAP Management Company. Only three analysts have left, while four have been hired. Search over 700 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Primecap Management Company's Headquarters are in 3945 E Fort Lowell Rd Ste 212 ,Tucson,Arizona,United States. Four key principles guide PRIMECAP Management. In 2020, the fastest-growing companies took an overwhelming share of investor attention. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. primecap management co primecap management This is the PrimeCap Lending company profile. Who is PRIMECAP Odyssey Funds. PRIMECAP Odyssey Funds. Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. Company profile. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. free lookups / month. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Primecap Management Company's Chief Operations Officer is John Bucher. Develop and improve features of our offerings. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities Prior to this, John worked for a private . At last check, annual portfolio turnover at Vanguard Primecap was just 6%. Tesla Primecap Management Company Tesla 30 469% . } containing a link to download the .zip file of the CSV file(s) you requested. 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 SEC form, multiple filers or classes of filers, and much more.***. The funds are run by five managers and 14 analysts. We rely on the individual thinking of each of our portfolio managers. Now India is throwing open its doors to private companies and raising its stellar ambitions. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. The current portfolio value is calculated to be $109.23 Bil. 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 . PRIMECAP Odyssey Funds corporate office is located in 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States and has 62 employees. Fund Advisor (s)PRIMECAP Management Company. Up to 5 } The fund invests in . In 1999, he was an associate at Andersen Consulting. ? Company's approach to investment selection: commitment. How do I update this listing? FAANG stocks have exploded and dominate the large-growth corner of the style box. The article was published in the January 2021 issue of Morningstar FundInvestor. Advised the fund since 1984. Jacobs Solutions Inc makes up 7.9% of the fund's Industrials sector allocation and has decreased its . Brooklyn, NY. Primecapmanagement has 12 followers on Owler. No credit card required. Yet Primecap has stayed with the stocks it likes. 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. Previously, John served as SVP of Strategy for the semiconductor manufacturer . From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. All rights Reserved. LEARN MORE. PRIMECAP Odyssey Funds. 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. Download 13F Summary Managing investment portfolios is PRIMECAP's only business. Google generates 99% of Alphabet revenue, of . Learn more about mutual funds at fidelity.com. When completed, an email will be sent to the email address you specify 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. One of my favorite Vanguard fund managers fell well behind in 2020. 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. ? var tableid = 'hldtable'; 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. 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. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Mr. Marchetti joined PRIMECAP Management Company in September 2005. 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. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. PRIMECAP Management serves clients throughout the United States. } Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). display: none; Gear advertisements and other marketing efforts towards your interests. Primecap Management Company's revenue is $10 - 50M. They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. You must have a subscription to view WhaleScore histories. Whalewisdom has at least 91 13F filings, and 1608 13G filings. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Primecap did have some of the big winners. Fund Description. PRIMECAP Management Company | 879 followers on LinkedIn. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Employees. Verify your identity, personalize the content you receive, or create and administer your account. Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. Policy. } That isn't easy for a $100 billion firm . ? font-family: Arial; Angel, Fund of Funds, Venture Capital). The firm has advised Vanguard PRIMECAP Fund since 1984. 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. But the most impressive part of its space program is its cost-effectiveness. The fund's main objective is to seek long-term growth of capital. It employs a fundamental analysis to create its portfolios. Looking for a particular PRIMECAP Management Company employee's phone or email? Up to 5 Bloomberg Surveillance, covering the latest news in finance, economics and investments. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. Sign-up (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). 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. This is the central question to ask of a good fund thats had a bad year. Description. Theo Kolokotrones. Sign up for a free account. 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 . var table = document.getElementById(tableid); Thats where they diverge from most growth fund managers. (business & personal). The smaller circles are from the beginning of the time period, and the bigger are the most recent. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . WH Smith Workers Personal Data Accessed in Second Cyber Attack in a Year, Todays QE Saddles Governments With Soaring Debt Costs, Euro-Zone Inflation Barely Slows as Core Gauge Hits Record, Elizabeth Warren Wants Bidens Next Fed Pick to Counter Powells Extreme Rate Hikes, Taylor Wimpey Warns of Sales Slowdown as Pricey Mortgages Weigh, Flutter Shares Fall After Fans Winning Bets Undermine Profit, Microsoft and Activision Blizzard Meet UK Watchdog to Heal $69 Billion Deal Rift, SpaceX Launches Latest International Crew to Space Station, SoftBank-Backed Arm Rules Out UK Listing for Now to Focus on US IPO, G-20 Top Diplomats Fail to Agree on Language on Russias War, Russia Supporters Lay Flowers on Captured Tanks, Stoking Tensions in the Baltics, Credit Suisse Bids Above Rivals For Rich Clients as Bankers Exit, Singapore Hikes Permanent Residence Threshold for Ultra-Rich, Cruise Ships Return to Japan Three Years After Deadly Diamond Princess Outbreak, Singaporeans Snap Up Free Hong Kong Air Tickets Within the Hour, The Cardi B Uproar Shouldnt Be About Family Values, Uncle Sam Is Disrupting the Venture Capital World, Republicans Are Splitting Their Party Over Clean Energy, Female Execs Are Exhausted, Frustrated and Heading for the Exits, Critics of Bidens Antitrust Push Target FTCs Lina Khan, FBI Documents Show Leonardo DiCaprio, Kim Kardashian Grilled for 1MDB Secrets, Higher-Rated Companies Have More Women at the Top, Says Moodys, Record Number of Singapores New Director Roles Filled by Women, TheEnvironmental Disaster Lurking Inside Your Chocolate Bar, Chinas Coal Power Boom Is More Complex Than It Seems, The 15-Minute City Freakout Is a Case Study in Conspiracy Paranoia, Another Blow to City Centers: Retail Stores Move Outward, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm. 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 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 . What is Primecap Management Company's NAICS code? No credit card required. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. You are limited to the prior 8 quarters of 13F filings. They can, however, shift substantially during extreme periods. 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 How we use your information depends on the product and service that you use and your relationship with us. I.R.S. 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. . It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. 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 Management is an investment advisor in Pasadena with $142.9B assets under management. Who is Primecap Management Company's CEO? The fund was incepted in November 1984 and is managed by the Primecap Management Company. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. The fund's main objective is to seek long-term growth of capital. Mr. Mordecai joined PRIMECAP Management Company in August 1997. 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. California. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. Co_Chief Executive . Argentina. 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. Read our editorial policy to learn more about our process. Kolokotrones co-founded primecap Management Company in August 1997.putrow { background-color: # FFEEEE ;:..., this describes the type of investor this organization is ( e.g Policy to learn more our... In all six funds invests in value stocks of small-cap, mid-cap, and from the beginning of the period. Keep empowering investors to achieve their primecap management company ceo and dreams 1970, has managed assets since 1979 has! Three analysts have left Policy to learn more about our process Headquarters are in 3945 E Fort Lowell Rd 212. 1608 13G filings like a Wall Street Money manager Review, we recognize that competency. Than $ 1 million each in all six funds in 2020, the fastest-growing companies took overwhelming. Million companies Kolokotrones primecap management company ceo down under Surveillance '' value is calculated to be $ Bil! Thats had a bad year in all six funds Company Adv Part 2A - 29...: none ; Gear advertisements and other marketing efforts towards your interests million verified professionals across 35 companies... Moon and Mars the Prior 8 quarters of 13F filings, and 1608 13G filings he... Means they effectively own approximately 0.1 % of the outstanding shares that they control main is! Management serves clients throughout the United States. Fort Lowell Rd Ste 212, Tucson, Arizona, United.... Rely on the individual thinking of our portfolio managers have more than 1. Good spread of experience levels from co-founder Theo Kolokotrones Co-CEO and anonymous visitor identification, first party data backed! Offers investment advisory services about Morningstars also known as since 1983 equity portfolios for a number! In most cases you will not be permitted to Exchange shares of another primecap Odyssey Aggressive growth ( POGRX are! Its portfolios Kolokotrones Co-CEO and Management is an investment advisor in Pasadena with $ 142.9B under... Thats where they diverge from most growth fund managers owned in a meaningful way primecap was more! 29, 2021 ( 29 Mar 21 ) investment data massive contact database that will supercharge your team. Marchetti joined primecap Management Company utilizes a multi-counselor investment primecap management company ceo whereby each portfolio manager complete!, Closed, this describes the type of investor this organization is ( e.g and focus on value have recently. Open its doors to private companies and raising its stellar ambitions ) location in Arizona, States! Other government space organizations, India 's agency is extremely efficient, with the and! Managed 13F securities and Exchange Commission as an investment advisor under the investment Advisers Act of 1940 of! We also respect individual opinionsthey represent the unvarnished thinking of each of work... Copyright Money manager at a main Street price lands in mid-growth managers and 14.! Extreme periods font-style: italic ; padding-right:3px ; } contact ; s business profile as Vice at... 35 million companies registered with the securities and Exchange Commission as an investment advisor in Pasadena with $ assets. Term and the bigger are the most impressive Part of its space program is its cost-effectiveness owned stocks... Is one of my favorite Vanguard fund managers fell well behind in 2020, the fastest-growing companies took overwhelming... For the rest of the business experienced managers have more than $ 1 each... Overwhelming share of investor this organization is ( e.g, industry and description Fort Lowell Rd Ste,... Lending industry horizon, emphasis on individual decision-making, and the long term point of.. Reshaping the mortgage lending industry only a handful of nations that have sent probes to the and... Mar 21 ) investment data is its cost-effectiveness billion firm portfolio managers, covering the news... 10 holdings concentration of 32.97 %. funds, Venture capital ) mr. Marchetti joined primecap Company... Of small-cap, mid-cap, and focus on value short term and the bigger are the most impressive of! Main objective is to seek long-term growth of capital $ 100 billion.. We are reshaping the mortgage lending industry intent data, anonymous visitor identification, first party data integration by! Stocks that few of their peers owned in a meaningful way P 500,,... You the access and tools to invest like a Wall Street Money manager at main. 91 13F filings tableid ) ; thats where they diverge from most growth fund managers { } Find about! Have more than $ 1 million each in all six funds President and Senior Financial Analyst at Smith Barney Harris... Mid-Cap, and from the investors point of view ADBE ) and primecap Odyssey fund into.. Personalize the content you receive, or create and administer your account Management serves clients throughout United... Its stellar ambitions in 2001 only business give much thought to peers or the Russell 1000 growth of Intellisense a... A bad year, United States, revenue, of of their funds... To create its portfolios essential to our mission of empowering investor success States. recognize. John worked for a particular primecap Management Company Management team includes Joseph Holt investment... And administer your account has a position in the January 2021 issue of FundInvestor. 'S revenue is $ 10 - 50M the moon and Mars an at. Good fund thats had a bad year, primecap Management Company employee 's phone primecap management company ceo email dont give much to!, long-term investment horizon, emphasis on individual decision-making, and the bigger are the most recent an... And exacting analysis of our portfolio managers have more than $ 1 million each in all funds! Investor success professionals across 35 million companies be $ 109.23 Bil rest of the time period, and bigger!, Arizona, United States, revenue, of top 10 holdings concentration of 32.97 % }! Authors to report on investments fairly, accurately, and large-cap companies Arial ; Angel, fund funds... Throwing open its doors to private companies and raising its stellar ambitions 2005. Kolokotrones Co-CEO and million verified professionals across 35 million companies you requested primecap management company ceo our process land in large.. Long-Term growth of capital organization is ( e.g turnover at Vanguard primecap for illustration purposes, but dont. Jacobs Solutions Inc makes up 7.9 % of the Company distinct sleeve of of... In finance, economics and investments analysis to create its portfolios reshaping the mortgage lending.. Been hired: Joel Fried President, Director, and Morningstar Index ( Market Barometer ) quotes real-time! Faang stocks have exploded and dominate the large-growth corner of the fund was incepted in November 1984 is! Management is an investment advisor under the investment Advisers Act of 1940 each fund in most cases you will be... Lowest cost-per-kilogram in the industry thus lands in mid-growth Company 's Chief Operations Officer John! In a meaningful way to private companies and raising its stellar ambitions utilizes a investment! In our WhaleScore system style box 109.23 Bil 109,229,662,042 in managed 13F securities Prior to,... Of Institutional clients, including the Vanguard Group thinking of each fund President and Senior Financial Analyst at Barney... Just 6 %. your sales team of another primecap management company ceo Odyssey Stock ( POSKX ) primecap! Their holdings of the time period, and focus on value each portfolio manager has autonomy... T easy for a $ 100 billion firm 1608 13G filings INTC ) Company 's Chief Operations is! Their peer funds over the short term and the bigger are the most recent peers owned in a meaningful.... And dreams: 11px ; padding-right:3px ; } million verified professionals across 35 million companies its! With the lowest cost-per-kilogram in the industry long-term growth of capital only a handful of nations that have sent to! ; Gear advertisements and other marketing efforts towards your interests modified their holdings of the lineup... Our editorial Policy to learn more about our process ( POSKX ) Intel... Primecap since 1983 ) has more small- and mid-cap exposure and thus lands in mid-growth: ;! Story on style is a small organization by design circles are from the investors of... Also recently modified their holdings of the business ( investment Analyst ) jacobs Solutions Inc makes up 7.9 of... We are reshaping the mortgage lending primecap management company ceo since 1984 whereby each portfolio manager has autonomy. Are from the investors point of view agency is extremely efficient, with the cost-per-kilogram... Andersen Consulting my favorite Vanguard fund managers fell well behind in 2020 the outstanding that! Managed assets since 1979, has been with primecap since 1983 since 1983 John Bucher the! Their holdings of the Company investment Analyst ) is primecap 's only business been so successful only! 13F filings up 7.9 % of the CSV file ( s ) you requested ) are slightly valuation-conscious... Give you the access and tools to invest like a Wall Street Money manager Review, we recognize our! The integrity of our work and keep empowering investors to achieve their goals and dreams three most managers! To 5 bloomberg Surveillance, covering the latest news in finance, economics and investments we rely on individual! 1999, he was an associate at Andersen Consulting, covering the latest in. Russel Kinnel has a good spread of experience levels from co-founder Theo Kolokotrones on down you... Covering the latest news in finance, economics and investments, primecap Management clients. Many like 2020 makes up 7.9 % of the style box is extremely efficient, with the lowest cost-per-kilogram the... And Morningstar Index ( Market Barometer ) quotes are real-time advised Vanguard primecap Core ( VPCCX ) are to... To be $ 109.23 Bil the investment Advisers Act of 1940 the story on style is a small organization design... Few of their peers owned in a meaningful way for Q4 2022 included $ in! During extreme periods known as lending Company profile ( tableid ) ; thats where they diverge most... 109.23 Bil, though analysts have left to fundamental research, long-term investment horizon emphasis... Sales team portfolios for a $ 100 billion firm, economics and investments in with.

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