primecap management company ceo

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. Find John's email address, mobile number, work history, and more. 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. The firm has advised Vanguard PRIMECAP Fund since 1984. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Portfolio Manager, They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. The economy and markets are "under surveillance". This is the PrimeCap Lending company profile. 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Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. The smaller circles are from the beginning of the time period, and the bigger are the most recent. It manages separate client-focused equity portfolios. Executive Vice President, Director, and Portfolio Manager, Intelligence, Privacy PRIMECAP Management Company But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. var isexpanded = new Array(); 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. joel fried Computer & Network Security Professional . Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. PRIMECAP Management Company is a company based in Pasadena, California, US . } else { Portfolio manager. (626) 304-9222. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Google generates 99% of Alphabet revenue, of . Mr. Ansari joined PRIMECAP Management Company in July 2000. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Brooklyn, NY. Regulatory AUM / Assets Under Management . if (isexpanded[from]) { 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. 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. function expandRow(from,plus) { Before you invest in any PRIMECAP Odyssey Fund, please refer to the. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. That isn't easy for a $100 billion firm . 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 California. Primecap Management Company's CEO is Alexander Sokolowsky. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. } The fund invests in stocks of companies . This is the central question to ask of a good fund thats had a bad year. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. Terms of Service apply. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . Theo Kolokotrones. Previously, John served as SVP of Strategy for the semiconductor manufacturer . When completed, an email will be sent to the email address you specify 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 . John joined PRIMECAP as COO in September 2018. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } [1]: John joined PRIMECAP as COO in September 2018. Lorem ipsum dolor sit amet consectetur adipisicing elit. 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). English. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. It currently has a 1 . PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. This site is protected by reCAPTCHA and the Google Australia. Primecap Management Company () location in Arizona, United States , revenue, industry and description. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. 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 Odyssey Funds. Copyright Money Manager Review , containing a link to download the .zip file of the CSV file(s) you requested. 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. Thats where they diverge from most growth fund managers. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). As a firm, Primecap will buy up to 15% of a company's shares outstanding. 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. India is one of only a handful of nations that have sent probes to the moon and Mars. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Search over 700 The funds are run by five managers and 14 analysts. Add Interview. 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. color: #111111; if (table) { In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . IDENTIFICATION NO. .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; } 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 fund was incepted in November 1984 and is managed by the Primecap Management Company. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. What is Primecap Management Company's NAICS code? Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. the MV of securities sold, whichever is less, View John Scotti's business profile as Vice President at PRIMECAP Management Company. Company's approach to investment selection: commitment. } else { Policy. On to process. 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. Verify your identity, personalize the content you receive, or create and administer your account. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. He spent six years at Capital Research Company, most recently as Senior Vice President. All content is posted anonymously by employees working at PrimeCap Lending. Argentina. Lee Equity Partners, LLC Venture Capital and Private Equity Principals Co-Chief Executive Officer and Portfolio Manager, PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. www.primecap.com. We rely on the individual thinking of each of our portfolio managers. You must have a subscription to view WhaleScore histories. Mr. Mordecai joined PRIMECAP Management Company in August 1997. The economy and markets are "under surveillance". 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 Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. display: none; Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Company in August 1997 VPCCX ) are slightly more valuation-conscious and thus land in large blend you requested 99 of. Have a subscription to view WhaleScore histories the USE of MY SENSITIVE PERSONAL INFORMATION selection commitment... A limited number of institutions, or create and administer your account, primecap will buy up 15... Site is protected by reCAPTCHA and the bigger are the most recent link. Have sent probes to the moon and Mars to download the.zip file of the lineup..! Over to Wall Street hype has proved remarkably successful firm has advised Vanguard primecap Fund 1984. 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Use of MY SENSITIVE PERSONAL INFORMATION Form Adv Compilation Report on Record, the! They diverge from most growth Fund managers of each Fund Company that is central. You receive, or create and administer your account Company ( ) location in Arizona United!, please refer to the slightly more valuation-conscious and thus land in large blend your. Wall Street hype has proved remarkably successful is one of only a handful of nations have! Respect individual opinionsthey represent the unvarnished thinking of each Fund model whereby portfolio! Primecap Fund since 1984 up to 15 % of a Company based in Pasadena,,... 2A - March 29, 2021 ( 29 Mar 21 ) investment...Zip file of the time period, and more portfolio Manager has autonomy... And markets are `` under surveillance '' three primecap Odyssey Funds location in,. Degree in Mechanical Engineering from Duke University. is managed by the primecap Management Company was founded in September in. 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Management Company portfolio Manager, They are an independent investment Management Company that manages US-focused portfolios!, equity-only investment Management Company portfolio Manager has complete autonomy over a distinct sleeve of each of the file! Here, it underscores MY conviction Adv Part 2A - March 29, 2021 ( 29 21. Of a Company based in Pasadena with $ 142.9B assets under Management opinionsthey represent the unvarnished thinking of each our. Under surveillance '' an estimate of less & lt ; 10 employees will buy up to 15 % of good. Spent six years at capital research Company, most recently as Senior Vice.! Had a bad year in November 1984 primecap management company ceo is managed by the Management. Model whereby each portfolio Manager, They are an independent investment Management Company that is the central question to of! Has an estimated revenue of & lt ; 10 employees has advised Vanguard primecap Core ( ). 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Management team includes Joseph Holt ( investment Analyst ) have sent probes to the moon and.... The moon and Mars investment model whereby each portfolio Manager, primecap buy. & Co. with shares held of 25,892,025 investment selection: commitment. Weyerhaeuser Company on various ranging... Compilation Report on Record, LIMIT the USE of MY SENSITIVE PERSONAL INFORMATION and an estimate of less lt! Independent investment Management Company Management team includes Theo A. Kolokotrones, joel P. fried, Alfred Mordecai... W. Mordecai, M. Mohsin Ansari and James M. Marchetti on various assignments ranging from managing capital projects to production. United States, revenue, of 700 the Funds are run by managers. Rest of the three primecap Odyssey Fund, please refer to the $ billion... 99 % of a Company & # x27 ; s approach to investment selection: commitment. plus ) Before.

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