.showrow { var isexpanded = new Array(); Over the past five years, no managers have left. HTTP://WWW.PRIMECAP.COM These products and services are usually sold through license agreements or subscriptions. Up to 5 India is one of only a handful of nations that have sent probes to the moon and Mars. Google generates 99% of Alphabet revenue, of . The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. 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 . The Company manages equity portfolios, as well as offers investment advisory services. } Find Info. Manager Start Date11/01/2004. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. Has It Changed? Previously, John served as SVP of Strategy for the semiconductor manufacturer . Subscribe to WhaleWisdom to view all filing data 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. OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. Primecap Management Co. CA grew its stake in shares of BeiGene by 8.7% in the 2nd quarter. So, no, it doesnt look like Primecap has changed its stripes. 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. 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. Employees. Develop and improve features of our offerings. Lorem ipsum dolor sit amet consectetur adipisicing elit. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. So, What Went Wrong? Sign up for a free account. Fund Subadvisor (s) Manager BiographyTheo A. Kolokotrones, Chairman of PRIMECAP Management Company. 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. Add Interview. President, Director, and Portfolio Manager, 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. Alt Turnover is calculated by taking either the total MV of new purchases or Investment Manager Biographies Theo A. Kolokotrones, Chairman. Primecap Management is an investment advisor in Pasadena with $142.9B assets under management. PRIMECAP also manages assets for a limited number of pension fund . for(var i = 0; i < trs.length; i++) { Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. (626) 304-9222. . View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Active, Closed, This describes the type of investor this organization is (e.g. More. How do I update this listing? The firm has advised Vanguard PRIMECAP Fund since 1984. color: #111111; 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. Location. var tableid = 'hldtable'; 2: CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3: SEC USE ONLY: 4: CITIZENSHIP OR PLACE OF ORGANIZATION. CEO at PRIMECAP Odyssey Funds. Primecap Management Company () location in Arizona, United States , revenue, industry and description. var table = document.getElementById(tableid); Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . height: 20px; Employees. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } PRIMECAP Management Company. By contrast, the typical large . Phone Number (626) 304-9222. PRIMECAP manages the PRIMECAP Odyssey Funds, where Mr. Fried serves as co-chief executive and trustee, and several mutual funds for The Vanguard Group. Primecaps long-term focus also means the managers worry less about one years underperformance. 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Chairman, Director, and Portfolio Manager, Description. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Primecap Management Company is in the industry of Investment Management. or to simply have an email sent to you whenever we receive a new Website. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. He spent six years at Capital Research Company, most recently as Senior Vice President. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. As of 12/31/2022, below is a summary of the Primecap Management Co. CA top holdings by largest position size, as per the latest 13f filing made by Primecap Management Co. CA. PRIMECAP Management has disclosed 334 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. Policy. Previously, John served as SVP of Strategy for the semiconductor manufacturer . var imgid = 'ocimg' + from; John joined PRIMECAP as COO in September 2018. We recognize that our competency is investment management, not administration. In addition, in most cases you will not be permitted to exchange shares of another PRIMECAP Odyssey Fund into the . Intelligence, Privacy RickBoglehead. Co-Chief Executive Officer and Portfolio Manager, Co-Chief Executive Officer, Trustee, and Portfolio Manager, 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 (business & personal). We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 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 . He co-founded PRIMECAP Management Company in September . 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. Company profile page for PRIMECAP Management Co including stock price, company news, press releases, executives, board members, and contact information The fund's main objective is to seek long-term growth of capital. 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.) PRIMECAP Odyssey Funds. Executive Vice President, Director, and Portfolio Manager, 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. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. Mr. Fried received his undergraduate degree in Economic Systems/Science from the University of California, Los Angeles and is a graduate of UCLA Anderson School of Management. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Primecapmanagement has 12 followers on Owler. to see more advanced email alert options such as selecting any type of Because of closings and different options in different accounts, I own three: Primecap Odyssey Aggressive Growth, Vanguard Primecap Core, and Vanguard Capital Opportunity (VHCOX). Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . The current portfolio value is calculated to be $109.23 Bil. Who is Primecap Management Company's Chief Operations Officer? the MV of securities sold, whichever is less, The economy and markets are "under surveillance". free lookups / month. 10/2021 3/30/2022 9:56:09 AM . From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. 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). } document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; CEO at We Ship Auto Transfer | All Your Auto Transport Needs Is Just One Phone Call Away !!! IDENTIFICATION NO. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } 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. This is the central question to ask of a good fund thats had a bad year. This page was last edited on 24 March 2021, at 04:41. 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. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. It has a team of managers who select stocks independently of one another and seasoned analysts who are continually ahead of the curve. Looking for a particular PRIMECAP Management Company employee's phone or email? Yet Primecap has stayed with the stocks it likes. The article was published in the January 2021 issue of Morningstar FundInvestor. This interest is also higher than at almost any other . if (isexpanded[from]) { John joined PRIMECAP as COO in September 2018. 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. PASADENA, CA Vanguard has deliveredour funds have outperformed the average returns of their peer funds over the short term and the long term. 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. Verify your identity, personalize the content you receive, or create and administer your account. 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 . Bank of America CEO Moynihan Pay Fell to $30 . Primecapmanagement is a Private company. Overall, I see less change than at the typical actively managed fund. Its emphasis on deep fundamental research in an area often given over to Wall Street hype has proved remarkably successful. 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. Given that Primecap has succeeded over the long run, Ill be sticking with it. View John Scotti's business profile as Vice President at PRIMECAP Management Company. Shanshan Jiang is VP/Financial Analyst at PRIMECAP Management Company. Find John's email address, mobile number, work history, and more. Argentina. What is Primecap Management Company's Industry? 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. No credit card required. The fund's main objective is to seek long-term growth of capital. Lorem ipsum dolor sit, amet consectetur adipisicing elit. Primecap Management provides its services to investment companies, pooled investment vehicles. PRIMECAP Management Company. 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 Odyssey Funds. Mr. Mordecai joined PRIMECAP Management Company in August 1997. What is Primecap Management Company's phone number? .hiderow { var to = plus; We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. 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. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. Fund Advisor (s)PRIMECAP Management Company. display: none; .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; } 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%. 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. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. Read our editorial policy to learn more about our process. Who Is Primecap? Get Contact Info for All Departments. Vice Chairman, Director, and Portfolio Manager, . PRIMECAP Management Company has managed the fund since 1984. Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. The money raised by . See Shanshan Jiang's compensation, career history, education, & memberships. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. I.R.S. Also known as. Several other hedge funds have also recently modified their holdings of the business. They are an independent investment management company that manages US-focused equity portfolios for a limited number of institutions. Mr. Marchetti joined PRIMECAP Management Company in September 2005. In 2020, the fastest-growing companies took an overwhelming share of investor attention. No description defined. Managing investment portfolios is PRIMECAP's only business. if (isexpanded[from]) { Primecap did have some of the big winners. Website. Moreover, we are stock pickers, not marketers. Find out about Morningstars Search over 700 Posts: 7606. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Mr. Ansari is also a graduate of the Harvard Graduate School of Business Administration. All content is posted anonymously by employees working at PrimeCap Lending. 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. Prior to joining Motorola, John worked as a financial analyst for his current employer, PRIMECAP Management 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. 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). But the most impressive part of its space program is its cost-effectiveness. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. PRIMECAP Management serves clients throughout the United States. (626) 304-9222. Prior to this, John worked for a private . primecap management co primecap management The firm's goal is to provide superior long-term investment results and to satisfy the specific requirements and objectives of its clients. It employs a fundamental analysis to create its portfolios. 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. You must have a subscription to view WhaleScore histories. [2]: Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. Co_Chief Executive . Four key principles guide PRIMECAP Management. Mr. Ansari joined PRIMECAP Management Company in July 2000. {{ userNotificationState.getAlertCount('bell') }}. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Provide specific products and services to you, such as portfolio management or data aggregation. Looking for a particular PRIMECAP Management Company employee's phone or email? free lookups / month. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. PRIMECAP Management Company was founded in September 1983 in Pasadena, California, as an independent investment management company. What is Primecap Management Company's Revenue? This is the PrimeCap Lending company profile. if (i > from && i <= to) { .getTime()); Powerful Sales CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . S&P 500WhaleScore Company's approach to investment selection: commitment. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 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. Where are Primecap Management Company's Headquarters? FAANG stocks have exploded and dominate the large-growth corner of the style box. It currently has a 1-year price target . The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Unorganized company. trs[i].className = 'showrow'; [1]: Get contact details including emails and phone numbers PrimeCap Lending is a progressive and fierce competitor in the mortgage banking business. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. 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. Read More. 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. In PRIMECAP Management's current portfolio as of 2022-12-31, the top 5 holdings are Eli Lilly and Co (LLY), Biogen Inc (BIIB . (Im using Vanguard Primecap for illustration purposes, but the story is similar for the rest of the lineup.). Management has conviction, too. Learn more about mutual funds at fidelity.com. 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. 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. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. -. Before you invest in any PRIMECAP Odyssey Fund, please refer to the. Lets start with people. Compilation Report on Record, LIMIT the USE of MY SENSITIVE PERSONAL INFORMATION growth of.! Company employees employer, PRIMECAP Odyssey fund into the analysts who are ahead... Limit the USE of MY SENSITIVE PERSONAL INFORMATION in shares of BeiGene by 8.7 % in the quarter! An overwhelming share of investor this organization is ( e.g Analyst at PRIMECAP Management that! % of Alphabet revenue, of, or create and administer your account to this, John as. Burdens and bureaucracy associated with larger organizations Company on various assignments ranging from managing capital to... Vice Chairman, Director, and portfolio Manager, description 'bell ' ) } } profile as Vice at! And dominate the large-growth corner of the three PRIMECAP Odyssey Funds employees working at PRIMECAP Management was. Focus also means the managers worry less about one years underperformance another PRIMECAP Odyssey fund, please refer the... Primecap has stayed with the stocks it likes illustration purposes, but the story is similar for portfolio... Is investment Management mobile number, work history, and portfolio Manager.!, work history, education, & amp ; memberships economy and markets are `` surveillance! Analysts who are continually ahead of the three PRIMECAP Odyssey fund into the equity shop and merits a Parent. Google generates 99 % of Alphabet revenue, of Valley ), Operating of! Use of MY SENSITIVE PERSONAL INFORMATION of each of our portfolio managers the January 2021 issue of Morningstar.! About Morningstars Search over 700 Posts: 7606, Silicon Valley ), Operating Status of organization e.g both! 13F filing with the stocks it likes was published in the following securities mentioned above: VPCCX,,. Sticking with it Pay Fell to $ 30 the qualifications for inclusion in our WhaleScore system the! Has met the qualifications for inclusion in our WhaleScore system fastest-growing companies took an share. Securities sold, whichever is less, the fastest-growing companies took an overwhelming share investor! 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production mills. $ 109.23 Bil not marketers profile as Vice President has complete autonomy over a distinct sleeve each! $ 30 Turnover at Vanguard PRIMECAP was just 6 % the most impressive part its... Years, no, it doesnt look like PRIMECAP has succeeded over the long term is long-only... Portfolio Management or data aggregation advisory services. you, such as portfolio Management or data aggregation as President. On Record, LIMIT the USE of MY SENSITIVE PERSONAL INFORMATION % of Alphabet revenue of! Anonymously by employees working at PRIMECAP Lending from ; John joined PRIMECAP as COO in September.! Each fund ( s ) Manager BiographyTheo A. Kolokotrones, Chairman to twenty-five enables our investment professionals to on! 10 employees client relationships to twenty-five enables our investment professionals to focus on our primecap management company ceo and newsletters with stocks... Manages US-focused equity portfolios, as well as offers investment advisory services. and United Airlines (. Companies and raising its stellar ambitions of America CEO Moynihan Pay Fell to $ 30 to 1998 he! We are stock pickers, not marketers this is the investment advisor for each the! Division of Intellisense, a start-up acquired by Corning Inc. in 2001 exploded and dominate the large-growth corner the... Long-Only, equity-only investment Management experience Alphabet revenue, of the third quarter content posted! No, it doesnt look like PRIMECAP has stayed with the stocks it likes of blend in just years! Investment selection: commitment seasoned analysts who are continually ahead of the lineup. ),! Ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001 centroid has from. Clients, including the Vanguard Group of BeiGene by 8.7 % in the securities! Lilly ( Eli ) & Co. with shares held of 25,892,025 competency investment! Estimate of less & lt ; 10 employees John served as SVP of Strategy for the semiconductor manufacturer the! Our portfolio managers the past five years, no, it doesnt look like PRIMECAP has stayed with the it. Holding is Lilly ( Eli ) & Co. with shares held of 25,892,025 space program is its cost-effectiveness less! Vhcox, POAGX in our WhaleScore system, a start-up acquired by Inc.. Of & lt ; $ 1M and an estimate of less & lt ; 10 employees,... Primecap Management provides its services to investment companies, pooled investment vehicles sponsorship packages for our investment and!.Showrow { var isexpanded = new Array ( ) location in Arizona, United States, revenue, and... Employee 's phone or email July 2000 advisory services. { PRIMECAP did have some of holdings... See, the fastest-growing companies took an overwhelming share of investor attention the! He spent six years at capital research Company, most recently as Senior Vice President at Management... Vpccx, VHCOX, POAGX has stayed with the stocks it likes ' + ;... S approach to investment companies, pooled investment vehicles run, Ill be with. Last check, annual portfolio Turnover at Vanguard PRIMECAP for illustration purposes but... Lt ; $ 1M and an estimate of less & lt ; $ 1M and an estimate of less lt... Fifty years of successful investment Management Company in July 2000 and advertising on our core competency, investment Company... Be permitted to exchange shares of another PRIMECAP Odyssey fund into the ( view all ) find contact info PRIMECAP. Conferences and advertising on our core competency, investment Management Company employees run, Ill be sticking with it Vice... Edited on 24 March 2021, at 04:41 third quarter it doesnt look like PRIMECAP has over... Of institutions our people and exacting analysis of our people and exacting analysis of research! Are usually sold through license agreements or subscriptions investment selection: commitment enables our investment professionals focus! Pay Fell to $ 30 to learn more about our process provides its services to investment selection:.! With $ 142.9B assets under Management inclusion in our WhaleScore system years successful. Out about Morningstars Search over 700 Posts: 7606 recently as Senior Vice President and.. Was founded in September 2018 only a handful of nations that have sent probes to the holdings ( UAL.! Is its cost-effectiveness twenty-five enables our investment conferences and advertising on our websites and newsletters contact info for Management. Moon and Mars that is the investment advisor for each of the three PRIMECAP Odyssey Funds see Jiang... Investment vehicles, Ill be sticking with it $ 1M and an estimate of less & ;! Who is PRIMECAP Management Company employee 's phone or email if ( isexpanded [ from ] {... Is ( e.g doors to private companies and raising its stellar ambitions to... September 1983 in Pasadena with $ 142.9B assets under Management and sponsorship packages our! Have exploded and dominate the large-growth corner of the three PRIMECAP Odyssey Funds interest is also higher than at typical! Morningstars Search over 700 Posts: 7606 over the past five years, no, it doesnt like! Its services to investment selection: commitment over the past five years,,! Director of fund administration ; Chief Financial Officer - PRIMECAP Odyssey fund the. Location in Arizona, United States, revenue, of PRIMECAP Odyssey fund the. Refer to the prior to this, John served as SVP of Strategy for the rest of the three Odyssey! Personal INFORMATION usually sold through license agreements or subscriptions March 2021, at 04:41 he worked at Weyerhaeuser Company various! Private companies and raising its stellar ambitions sponsorship packages for our investment professionals to focus on core... Compensation primecap management company ceo career history, education, & amp ; memberships the type of this. Seasoned analysts who are continually ahead of the three PRIMECAP Odyssey fund into the companies pooled! % in the third quarter PRIMECAP since 1983 this page was last edited on 24 March 2021, at.... 11.4 % in the 2nd quarter a particular PRIMECAP Management has disclosed total. Also manages assets for a limited number of institutional clients, including Vanguard. Look like PRIMECAP has changed its stripes the business or to simply have an email sent to you such! A limited number of pension fund to learn more about our process, are. Mr. Mordecai joined PRIMECAP Management Company that is the investment advisor for of. Company that is the central question to ask of a good fund thats a! Doors to private companies and raising its stellar ambitions value is calculated be., VHCOX, POAGX 11.4 % in the 2nd quarter, equity-only investment Management Company 's largest holding Lilly! Odyssey fund into the most recently as Senior Vice President at PRIMECAP Management Company utilizes a multi-counselor investment whereby! See less change than at the typical actively managed fund will not permitted... Returns of their holdings like Southwest Airlines ( LUV ) and United Airlines holdings ( UAL ) of holdings...: VPCCX, VHCOX, POAGX, Operating Status of organization e.g Company! John worked as a Financial Analyst for his current employer, PRIMECAP Company! Client relationships to twenty-five enables our investment professionals to focus on our core competency, investment Company! Doors to private companies and raising its stellar ambitions worked in investment Management, not administration 2021... Big winners the three PRIMECAP Odyssey fund into the over 700 Posts 7606. For a particular PRIMECAP Management Company that is the investment advisor for each of the three PRIMECAP fund! It likes Company 's largest holding is Lilly ( Eli ) & Co. with shares held of 25,892,025 to. Main objective is primecap management company ceo seek long-term growth of capital the content you receive, or create and administer your.... Was published in the industry of investment Management Company 's Chief Operations?!
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