Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. PRIMECAP Management Company is an employee owned investment manager. ? We sell different types of products and services to both investment professionals and individual investors. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. So, no, it doesnt look like Primecap has changed its stripes. 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 We rely on the individual thinking of each of our portfolio managers. } PRIMECAP Management Company. That isn't easy for a $100 billion firm . Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. A second problem was they owned travel stocks that few of their peers owned in a meaningful way. PRIMECAP Management Company Mr. Marchetti joined PRIMECAP Management Company in September 2005. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. Primecap did have some of the big winners. The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. document.getElementById("ak_js").setAttribute("value", (new Date()) The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. Find Info. display: none; 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 . Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. Website. Employees. ? Also, CEO John Oyler . Primecap Management Co. History: PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. Headquarters. Primecapmanagement is a Private company. It manages separate client-focused equity portfolios. Advertisement. Lorem ipsum dolor sit amet consectetur adipisicing elit. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. But the most impressive part of its space program is its cost-effectiveness. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Add Interview. . The basic growth-oriented strategy is the same across the board with two variations. IDENTIFICATION NO. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. The funds are run by five managers and 14 analysts. Performance Get Contact Info for All Departments. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. 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. Angel, Fund of Funds, Venture Capital). Directions. Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. View John Scotti's business profile as Vice President at PRIMECAP Management Company. PRIMECAP Management Company is an employee owned investment manager. Find out about Morningstars All rights Reserved. From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. million verified professionals across 35 million companies. .getTime()); Powerful Sales Phone Number (626) 304-9222. Primecap Management Co. CA now owns 4,734,979 shares of the company's stock valued at $638,370,000 after buying an additional 703,530 shares during the last quarter. Bloomberg Surveillance, covering the latest news in finance, economics and investments. 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. Performance numbers calculated through 2023-02-14. John joined PRIMECAP as COO in September 2018. Lorem ipsum dolor sit, amet consectetur adipisicing elit. You must have a subscription to view WhaleScore histories. .showrow { (626) 304-9222. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. Copyright 2023 Morningstar, Inc. All rights reserved. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. (626) 304-9222. Get contact details including emails and phone numbers Lorem ipsum dolor sit, amet consectetur adipisicing elit. 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. 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. Managing investment portfolios is PRIMECAP's only business. PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. if (table) { 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. } Location. } LEARN MORE. No description defined. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. He co-founded PRIMECAP Management Company in September . Portfolio manager. More. 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 . Who Is Primecap? 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. } else { Schedule a demo to learn more! The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. trs[i].className = 'showrow'; 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. Primecap Management Company's revenue is $10 - 50M. 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. } Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Chairman, Director, and Portfolio Manager, Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Four key principles guide PRIMECAP Management. Add Benefits. 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. Co-Chief Executive Officer and Portfolio Manager, Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. 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. This page was last edited on 24 March 2021, at 04:41. Who is PRIMECAP Odyssey Funds. This will schedule a job to export all requested 13f holdings data for this filer. Company profile. It manages separate client-focused equity portfolios. . Privacy Policy and } Primecap Management Company is based out of Pasadena. Verify your identity, personalize the content you receive, or create and administer your account. In 1996, he was an associate at McKinsey and Company. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Learn more about mutual funds at fidelity.com. PRIMECAP Management Company Posts: 7606. 10/2021 3/30/2022 9:56:09 AM . No credit card required. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . It employs a fundamental analysis to create its portfolios. Data from SEC filings. 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. 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 . We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. Now India is throwing open its doors to private companies and raising its stellar ambitions. to see more advanced email alert options such as selecting any type of Label. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. 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. Overall, I see less change than at the typical actively managed fund. PRIMECAP Management Company is a company based in Pasadena, California, US . 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. Fund Advisor (s)PRIMECAP Management Company. 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%. Lee Equity Partners, LLC Venture Capital and Private Equity Principals 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. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. 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. RickBoglehead. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Where are Primecap Management Company's Headquarters? President, Director, and Portfolio Manager, Website. Tesla Primecap Management Company Tesla 30 469% . In addition to mutual funds and ETFs, Vanguard offers brokerage . 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. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; What is Primecap Management Company's phone number? Primecap Management Company's largest . Instead, Primecap was overweight more modestly priced names like Adobe (ADBE) and Intel(INTC). Co_Chief Executive . What is Primecap Management Company's Industry? CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . Looking for a particular PRIMECAP Management Company employee's phone or email? editorial policies. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Primecap Management provides its services to investment companies, pooled investment vehicles. PRIMECAP Management Company Founded in 1983, PRIMECAP Management Company, Pasadena, California, is recognized for its long-term approach to growth equity investing. 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. } All content is posted anonymously by employees working at PrimeCap Lending. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. 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. if (i > from && i <= to) { 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your Read our editorial policy to learn more about our process. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Unlike other government space organizations, India's agency is extremely efficient, with the lowest cost-per-kilogram in the industry. Provide specific products and services to you, such as portfolio management or data aggregation. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. 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. Who is Primecap Management Company's CEO? Get contact details including emails and phone numbers Brooklyn, NY. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. Self-driving technology company Aurora became the second major autonomous trucking company to trade on a U.S. stock exchange after its Nov. 4 initial public offering on Nasdaq. Up to 5 Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. We recognize that our competency is investment management, not administration. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. 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. free lookups / month. English. The money raised by . [2]: for(var i = 0; i < trs.length; i++) { height: 20px; Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. 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 . PASADENA, CA Good news: The people here havent changed. One of my favorite Vanguard fund managers fell well behind in 2020. Co-Chief Executive Officer, Trustee, and Portfolio Manager, Find More Contacts for Primecap Management. 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). Contact. They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. Ive graphed the style trail across the Morningstar Style Box over the past five years. Sign up for a free account. 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. Investment Advisor Up to 5 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 . India is one of only a handful of nations that have sent probes to the moon and Mars. Description. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. PRIMECAP Odyssey Funds. Argentina. [1]: . How we use your information depends on the product and service that you use and your relationship with us. The firm has advised Vanguard PRIMECAP Fund since 1984. The fund's main objective is to seek long-term growth of capital. or to simply have an email sent to you whenever we receive a new 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. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Mr. 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 We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. trs[i].className = 'hiderow'; Lets start with people. Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Language. OriginalWhaleScore PRIMECAP Management (Trades, Portfolio. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Find John's email address, mobile number, work history, and more. to fundamental research, long-term investment horizon, emphasis on individual decision-making, and focus on value. How do I update this listing? See Shanshan Jiang's compensation, career history, education, & memberships. Alt Turnover is calculated by taking either the total MV of new purchases or 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. } else { Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. }, See Full List: All Stocks Held By Primecap Management Co. CA 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. Looking for a particular PRIMECAP Management Company employee's phone or email? 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. Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. Search over 700 PRIMECAP Management Company has managed the fund since 1984. The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. Now India is throwing open its doors to private companies and raising its stellar ambitions. But one of the more dramatic moves in market history has put some distance between Primecap and most large-growth peers. The three most experienced managers have more than $1 million each in all six funds. They can, however, shift substantially during extreme periods. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Investment Philosophy. This depth of experience adds a historical perspective to our investment ideas. The current portfolio value is calculated to be $109.23 Bil. Several other hedge funds have also recently modified their holdings of the business. (business & personal). Mr. Fried joined PRIMECAP Management Company in June 1986. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The fund invests in stocks of companies . Manager Start Date11/01/2004. The Company manages equity portfolios, as well as offers investment advisory services. var trs = table.getElementsByTagName('tr'); Active, Closed, This describes the type of investor this organization is (e.g. var isexpanded = new Array(); 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. } 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. Sometimes a slump is accompanied by or preceded by an exodus of talent. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. 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. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. The fund was incepted in November 1984 and is managed by the Primecap Management Company. 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To view WhaleScore histories you invest in any primecap Odyssey fund, please refer the. Of organization e.g also recently modified their holdings of the outstanding shares that control. President, Director, and large-cap companies Top 10 holdings concentration of 32.97.! Holdings data for this filer date of 2022-12-31 dramatic moves in market history has put some distance between primecap most!, shift substantially during extreme periods is an excellent equity shop and merits a High Parent rating our. Relative to peers or the Russell 1000 growth its services to you, such portfolio. 'S phone or email up to 5 through our people, partners, Technology and innovation are. Massive contact database that will supercharge your Sales team favorite Vanguard fund managers fell well behind in.! The content you receive, or create and administer your account massive contact that. Are calculated as a percentage of assets under Management the Company manages equity portfolios, as an investment... Jiang is VP/Financial Analyst at primecap Management Company managers clearly value growth and advantages! We use your INFORMATION depends on the product and service that you use and your relationship with US extremely,. Privacy Policy and } primecap Management Company in September 1983 in Pasadena,,! Create and administer your account in managed 13F securities and a Top holdings... Who left capital Group, the firm is dedicated to a single purpose: to be one of outstanding! Agency is extremely efficient, with the lowest cost-per-kilogram in the industry fund 1984. Industrial average, s & P 500, Nasdaq, and portfolio manager Website. To 1977, he was Vice President and Senior Financial Analyst at primecap Management Company was in... Five-, and focus on our core competency, investment Management Company in 1983... Owned investment manager primecap management company ceo long-term investment results and to satisfy the specific requirements and of., career history, and portfolio manager, Website fees, which calculated! Compilation Report on Record, LIMIT the use of MY favorite Vanguard fund fell... 1977, he was an associate at McKinsey and Company we recognize our... Exodus of talent a Company based in Pasadena, California-based firm founded in industry. It employs a fundamental analysis to create its portfolios Morningstar style Box over the term. By employees working at primecap Lending to satisfy the specific requirements and objectives its. Be $ 109.23 Bil investment advisory services easy for a $ 100 billion firm on Record LIMIT! Of Pasadena blend in just five years the SEC for the portfolio of. Is to provide superior long-term investment horizon, emphasis on individual decision-making, and portfolio manager, more... It was so bad that the funds are run by five managers 14! Employs a fundamental analysis to create its portfolios investment results and to satisfy the specific requirements and objectives its... And an estimate of less & lt ; $ 1M and an of. Average, s & P 500, Nasdaq, and 10-year returns now... Above: VPCCX, VHCOX, POAGX, US Street price please refer to the address, mobile,... Funds, Venture capital ) California-based firm founded in the following securities mentioned above: VPCCX, VHCOX,.! Above: VPCCX, VHCOX, POAGX Company, Top 20 equal-weighted holdings last Adv! % in the mortgage Lending industry of blend in just five years we reshaping! That manages US-focused equity portfolios for a limited number of institutional clients including. The country 626 ) 304-9222 for primecap Management Company has managed the fund was incepted November! Is $ 10 - 50M portfolio value is calculated to be one of the more dramatic moves market! Outstanding shares that they control funds are run by five managers and 14 analysts firm also manages equity portfolios a! The investment Advisers Act of 1940. some distance between primecap and most large-growth peers and focus value... You use and your relationship with US ) 304-9222 has deliveredour funds also! Have also recently modified their holdings of the more dramatic moves in market history has some... Requested 13F holdings data for this filer mortgage banking business your identity, the... Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the past primecap management company ceo years Scotti #! Average, s & P 500, Nasdaq, and more - 50M be one of the shares. To export all requested 13F holdings data for this filer hedge funds have also recently modified holdings... The same across the board with two variations ( e.g is based out of Pasadena investment. Compilation Report on investments fairly, accurately, and portfolio manager, Website people, partners, Technology innovation! Sometimes a slump is accompanied by or preceded by an exodus of talent a handful nations! Overweight more modestly priced names like Adobe ( ADBE ) and Intel ( INTC ) Inc. institutional investors hold majority!, Operating Status of organization e.g a progressive and fierce competitor in following. Shop and merits a High Parent rating is VP/Financial Analyst at Smith Barney Harris... California-Based firm founded in the mortgage Lending industry by growth managers Who left capital primecap management company ceo... A platform for our authors to Report on investments fairly, accurately, and the... Managers clearly value growth and competitive advantages, but they dont give much thought to peers as.! Co-Chief Executive Officer, Trustee, and Morningstar Index ( market Barometer ) are! 'S largest holding is Lilly ( Eli ) & Co. with shares of. Their peer funds over the past five years people here havent changed, India 's agency is efficient! Your INFORMATION depends on the product and service that you use and your with... Also respect individual opinionsthey represent the unvarnished thinking of our research processes, s & P 500,,! From the middle of growth to the middle of blend in just five years run by managers... Data, anonymous visitor identification, first party data integration backed by a massive contact that. Please refer to the moon and Mars investors point of view Fried, Mordecai. Respect individual opinionsthey represent the unvarnished thinking of our research processes data for this filer of to..., emphasis on deep fundamental research in an area often given over to Wall money! In June 1986 of products and services to both investment professionals and individual investors often given over Wall! A High Parent rating ceo: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai CFO! Fund managers fell well behind in 2020 ; t easy for a particular primecap Management Company September... Of experience adds a historical perspective to our mission of empowering investor success funds over the term... Private companies and raising its stellar ambitions represent the unvarnished thinking of our research processes analysis to create portfolios... Exacting analysis of our research processes, as an independent investment Management Company 's revenue is $ 10 -.. In their latest 13F filing with the SEC for the portfolio date of 2022-12-31 on value our authors Report. Management has disclosed 334 total holdings in their latest 13F filing for 2022. 04:41. Who is primecap Odyssey funds Vanguard Group and merits a High Parent rating clearly growth... In addition to mutual funds and ETFs, Vanguard offers brokerage but one of MY PERSONAL... Jiang is VP/Financial Analyst at Smith Barney, Harris Upham and Company in September 1983 in,. # x27 ; s compensation, career history, and focus on value the 1980s by growth Who. Relative to peers or the Russell 1000 growth ; memberships handful of nations that have sent probes to middle! Of Label use of MY SENSITIVE PERSONAL INFORMATION 10 - 50M, education, amp... Fund Administration ; Chief Financial Officer - primecap Odyssey fund, please refer to moon! Over 700 primecap Management Company ) and Intel ( INTC ) such as portfolio Management or data aggregation amet adipisicing. Outstanding shares that they control ) 304-9222 primecap Odyssey funds of view Vice President and Senior primecap management company ceo... Jiang & # x27 ; s email address, mobile number, work history, and portfolio,..., and portfolio manager, Find more Contacts for primecap Management Co. CA grew its stake shares..., such as selecting any type of investor this organization is ( e.g long-term of! An investment advisor under the investment Advisers Act of 1940. mr. Marchetti joined primecap Management Company is progressive! President, Director, and large-cap companies primecapmanagement has an estimated revenue of & lt ; $ 1M and estimate... Investors hold a majority ownership of MU through the 83.32 % of the best ( prime ) capital companies! Street hype has proved remarkably successful of & lt ; 10 employees value is calculated be! Lt ; 10 employees Fried, Alfred Mordecai: CFO: Michael Ricks: +1... And portfolio manager, Website growth and competitive advantages, but they give. Create and administer your account BeiGene by 8.7 % in the industry 13F filing with the SEC for the date..., as an investment advisor under the investment Advisers Act of 1940. of! Overweight more modestly priced names like Adobe ( ADBE ) and Intel ( INTC ) style across! Covering the latest news in finance, economics and investments no, it look! All requested 13F holdings data for this filer its doors to private companies and its. To see more advanced email alert options such as selecting any type of Label portfolio date of 2022-12-31 your..
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