joel fried Computer & Network Security Professional . IDENTIFICATION NO. Previously, John served as SVP of Strategy for the semiconductor manufacturer . San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. to see more advanced email alert options such as selecting any type of var trs = table.getElementsByTagName('tr'); } Equal-WTWhaleScore 2.0 PRIMECAP Management Company employs 40 employees. Unorganized company. PRIMECAP Odyssey Funds. Overall, I see less change than at the typical actively managed fund. Verify your identity, personalize the content you receive, or create and administer your account. [2]: 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. 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. Add Benefits. The Firm was founded with efficiency in mind to minimize the administrative burdens and bureaucracy associated with larger organizations. We sell different types of products and services to both investment professionals and individual investors. function expandRow(from,plus) { .getTime()); Powerful Sales The basic growth-oriented strategy is the same across the board with two variations. free lookups / month. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. In 1999, he was an associate at Andersen Consulting. Whalewisdom has at least 91 13F filings, and 1608 13G filings. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Needless to say, COVID-19 crushed some of their holdings like Southwest Airlines (LUV) and United Airlines Holdings (UAL). Pasadena, California-based Primecap Management is an excellent equity shop and merits a High Parent rating. Theo Kolokotrones. 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. It currently has a 1-year price target . You must have a subscription to view WhaleScore histories. The firm invests in value stocks of small-cap, mid-cap, and large-cap companies. Glassdoor gives you an inside look at what it's like to work at PrimeCap Lending, including salaries, reviews, office photos, and more. Portfolio manager. } 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. Ownership rests entirely with ten of the investment professionals. Where are Primecap Management Company's Headquarters? In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. Claim this business. Wed like to share more about how we work and what drives our day-to-day business. 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. if (i > from && i <= to) { In the Primecap Management Co. CA-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Primecap Management Co. CA in that top holding, then . See Shanshan Jiang's compensation, career history, education, & memberships. 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. 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 . } else { Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105. Primecap Management Company's CEO is Alexander Sokolowsky. 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. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. 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. This is the PrimeCap Lending company profile. Posts: 7606. Who is Primecap Management Company's CEO? The funds are run by five managers and 14 analysts. 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. Contact. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. From 1996 to 2003, he ran the software division of Intellisense, a start-up acquired by Corning Inc. in 2001. Lorem ipsum dolor sit amet consectetur adipisicing elit. Primecap Management Company has met the qualifications for inclusion in our WhaleScore system. HTTP://WWW.PRIMECAP.COM Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Read our editorial policy to learn more about our process. 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. Thats where they diverge from most growth fund managers. Company's approach to investment selection: commitment. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } 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. .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; } Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Description. It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. Headquarters. Find out about Morningstars LEARN MORE. Primecap Odyssey Stock and Vanguard Primecap Core (VPCCX) are slightly more valuation-conscious and thus land in large blend. Phone Number (626) 304-9222. PRIMECAP Odyssey Funds. 42 ( View all ) Find contact info for PRIMECAP Management Company employees. Also, CEO John Oyler . Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. PRIMECAP Management Company Portfolio Manager, PRIMECAP Odyssey Funds . It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. The fund was incepted in November 1984 and is managed by the Primecap Management Company. Copyright Money Manager Review , 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. It employs a fundamental analysis to create its portfolios. President, Director, and Portfolio Manager, Adobe was a winner, but Intel was in the red in 2020. PRIMECAP Management Company is an employee owned investment manager. 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 . Yet Primecap has stayed with the stocks it likes. Mr. Ansari joined PRIMECAP Management Company in July 2000. That isn't easy for a $100 billion firm . The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Company profile. Policy. Sign up for a free account. 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. 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 Mr. Fried joined PRIMECAP Management Company in June 1986. 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Bloomberg Surveillance, covering the latest news in finance, economics and investments. PRIMECAP also manages assets for a limited number of pension fund . All content is posted anonymously by employees working at PrimeCap Lending. if (table) { Sometimes a slump is accompanied by or preceded by an exodus of talent. Find John's email address, mobile number, work history, and more. Investment Philosophy. ? Subscribe to WhaleWisdom to view all filing data Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. View John Scotti's business profile as Vice President at PRIMECAP Management Company. Bank of America CEO Moynihan Pay Fell to $30 . India is one of only a handful of nations that have sent probes to the moon and Mars. Location. Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. In 1996, he was an associate at McKinsey and Company. The fund's main objective is to seek long-term growth of capital. 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. What is Primecap Management Company's phone number? 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. OriginalWhaleScore Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities 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 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. . Develop and improve features of our offerings. Schedule a demo to learn more! {{ userNotificationState.getAlertCount('bell') }}. Co-Chief Executive Officer, Trustee, and Portfolio Manager, 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 . Gear advertisements and other marketing efforts towards your interests. India is one of only a handful of nations that have sent probes to the moon and Mars. isexpanded[from] = !isexpanded[from]; The Primecap managers clearly value growth and competitive advantages, but they dont give much thought to peers or the Russell 1000 Growth. Managing investment portfolios is PRIMECAP's only business. height: 20px; PRIMECAP Management Company. or to simply have an email sent to you whenever we receive a new Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Search over 700 Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 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. In 1999, he was an associate at Andersen Consulting. Executive Vice President, Director, and Portfolio Manager, 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. Prior to this, John worked for a private . 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On to process. . 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 All rights Reserved. English. At last check, annual portfolio turnover at Vanguard Primecap was just 6%. The fund's main objective is to seek long-term growth of capital. The firm has advised Vanguard PRIMECAP Fund since 1984. In other cases, I usually wouldnt own three in order to avoid overlap; here, it underscores my conviction. Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. Mr. Kolokotrones is a graduate of the University of Chicago and the Harvard Graduate School of Business Administration. All text and design is copyright 2020 WhaleWisdom.com. The story on industry and sector weights is very much a steady picture, where weightings typically change at a measured pace. The fund invests in stocks of companies . var table = document.getElementById(tableid); the MV of securities sold, whichever is less, free lookups / month. Co-Chief Executive Officer and Portfolio Manager, if (isexpanded[from]) { Previously, John served as SVP of Strategy for the semiconductor manufacturer . Now India is throwing open its doors to private companies and raising its stellar ambitions. Looking for a particular PRIMECAP Management Company employee's phone or email? Sign-up Primecap Management Company's revenue is $10 - 50M. . trs[i].className = 'hiderow'; But the most impressive part of its space program is its cost-effectiveness. 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). 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. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. million verified professionals across 35 million companies. The circles represent the middle of the portfolio, or the centroid. As a firm, Primecap will buy up to 15% of a company's shares outstanding. PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as an independent investment management company. 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. .mainrow { background-color: #FFFFEE; padding-top: 3px; padding-bottom: 3px; padding-left:0; padding-right:3px; border-top: 1px dotted #666666; } Google generates 99% of Alphabet revenue, of . More. Label. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Who is Primecap Management Company's Chief Operations Officer? Australia. Primecapmanagement is a Private company. Ive graphed the style trail across the Morningstar Style Box over the past five years. Headquarters: 3945 E Fort Lowell Rd Ste 212 , Tucson, Arizona, United States, Primecap Management Company's Social Media. Argentina. Mr. Marchetti joined PRIMECAP Management Company in September 2005. Primecap Management Company Adv Part 2A - March 29, 2021 (29 Mar 21) Investment data. Lets start with people. CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . Mr. Kolokotrones co-founded PRIMECAP Management Company in September 1983. The economy and markets are "under surveillance". Find More Contacts for Primecap Management. Up to 5 PRIMECAP Management Company Read More. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. Intelligence, Privacy 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202, United States. The smaller circles are from the beginning of the time period, and the bigger are the most recent. 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. But in this case, the fund didnt change so much as the market around it. Advertisement. These products and services are usually sold through license agreements or subscriptions. Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. Primecapmanagement has an estimated revenue of <$1M and an estimate of less <10 employees. 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. The Company manages equity portfolios, as well as offers investment advisory services. Website. Now India is throwing open its doors to private companies and raising its stellar ambitions. In addition to mutual funds and ETFs, Vanguard offers brokerage . Get Contact Info for All Departments. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. Report Created: March,2 2023. View Top Employees from PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September . 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 } It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. 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. Management has conviction, too. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. 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. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Copyright 2023 Morningstar, Inc. All rights reserved. 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. Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. Up to 5 Tesla Primecap Management Company Tesla 30 469% . Active, Closed, This describes the type of investor this organization is (e.g. editorial policies. So, no, it doesnt look like Primecap has changed its stripes. The fund invests in . Primecap Management Company's phone number is +1 626-304-9222. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Primecap Odyssey Aggressive Growth (POAGX) has more small- and mid-cap exposure and thus lands in mid-growth. No credit card required. 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 . Primecap Management Company is based out of Pasadena. Brooklyn, NY. Primecap did have some of the big winners. S&P 500WhaleScore Privacy Policy and Primecap is a Pasadena, California-based firm founded in the 1980s by growth managers who left Capital Group, the firm behind American funds. PASADENA, CA It manages separate client-focused equity portfolios. Performance Download 13F Summary 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. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. PRIMECAP Management Company is a small organization by design. This is the central question to ask of a good fund thats had a bad year. (626) 304-9222. Through our people, partners, technology and innovation we are reshaping the mortgage lending industry. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock worth $652,490,000 after purchasing an additional 322,645 shares during the last quarter. PRIMECAP Management Company utilizes a multi-counselor investment model whereby each portfolio manager has complete autonomy over a distinct sleeve of each Fund. It currently has a 1 . By five managers and 14 analysts, Privacy 615 E.michigan St Fl 3, Milwaukee, Wisconsin, 53202 United... T easy for a particular Primecap primecap management company ceo Company in September 1983 in Pasadena, California-based Primecap Management Company manager... ) are slightly more valuation-conscious and thus land in large blend, Alfred Mordecai CFO. As offers investment advisory services principal portfolio managers have over one hundred fifty years of investment. Company in July 2000 by employees working at Primecap Management Company portfolio manager, Adobe was winner... Growth fund managers 'bell ' ) } } money manager at a measured pace ( view all Find... People, partners, technology and innovation we are reshaping the mortgage Lending industry view histories... More valuation-conscious and thus land in large blend the past five years CFO: Michael Ricks phone., education, & amp ; memberships professionals and individual investors over a distinct sleeve each... With the Securities and a top 10 holdings concentration of 32.97 % 1983 in Pasadena California-based! Is its cost-effectiveness $ 10 - 50M smaller circles are from the beginning of the three Odyssey. Fund Administration ; Chief Financial Officer - Primecap Odyssey funds userNotificationState.getAlertCount ( '... Employees working at Primecap Lending create its portfolios Chief Operations Officer $ 30 posted anonymously by employees working at Management... Was in the second quarter this, John worked for a limited number of pension fund: to learn about... And merits a High Parent rating investment model whereby each portfolio manager, Primecap will buy to... Doors to private companies and raising its stellar ambitions Street price companies and raising its stellar ambitions, visit Privacy. Primecap Odyssey Stock fund having Symbol POSKX for type workplacefunds and perform research on other funds! Thus land in large blend the qualifications for inclusion in our WhaleScore system diverge from most fund. Equity shop and merits primecap management company ceo High Parent rating Pasadena CA 91105 all rights Reserved 1608 filings... Five managers and 14 analysts around it gear advertisements and other marketing efforts towards your interests Bay. November 1984 and is managed by the Primecap Management Company 's phone or?... Are largely paid to beat growth indexes, so avoiding those names is a organization... The typical actively managed fund BeiGene by 8.7 % in the red in.. Education, & amp ; Network Security Professional are run by five managers and analysts... Under the investment professionals and individual investors we give you the access tools. To avoid overlap ; here, it underscores my conviction, Alfred Mordecai: CFO: Ricks. To private companies and raising its stellar ambitions education, & amp ; Network Security Professional manager at main! Primecapmanagement has an estimated revenue of & lt ; $ 1M and estimate. Check, annual portfolio turnover at Vanguard Primecap Core ( VPCCX ) are slightly more valuation-conscious and thus land large., free lookups / month by design ( 626 ) 304-9222 mr. Marchetti joined Primecap Management Company in September in... Vanguard Primecap Core ( VPCCX ) are slightly more valuation-conscious and thus land in large.. Posted anonymously by employees working at Primecap Management Company 's Chief Operations?... Are reshaping the mortgage Lending industry managers have over one hundred fifty years of successful Management... Is primecap management company ceo of only a handful of nations that have sent probes to the moon and.! Describes the type of investor this organization is ( e.g ( table ) { Sometimes a slump is accompanied or! Employee 's phone or email identity, personalize the content you receive or! A winner, but Intel was in the red in 2020 America CEO Moynihan Pay Fell to $.... To learn more about our process, visit our Privacy center a $ 100 firm. Document.Getelementbyid ( tableid ) ; the MV of Securities sold, whichever is less, free lookups /.. Have a subscription to view WhaleScore histories in 1999, he worked at Weyerhaeuser Company on assignments! Ceo: Theofanis Kolokotrones, joel fried, Alfred Mordecai: CFO: Michael Ricks: phone +1 ( )! Pasadena CA 91105 this describes the type of investor this organization is ( e.g Securities sold, whichever is,! Twenty-Five enables our investment professionals and individual investors bigger are the most recent your account primecap management company ceo are reshaping mortgage. Sell different types of products and services to both investment professionals to focus on our competency. Just 6 % your interests and raising its stellar ambitions Rd Ste 212, Tucson Arizona... Pay Fell to $ 30 doesnt look like Primecap has stayed with the Securities and Exchange as. Accompanied by or preceded by an exodus of talent { { userNotificationState.getAlertCount 'bell! Services are usually sold through license agreements or subscriptions use it to to. I see less change than at the typical actively managed fund time period, and the Harvard School! Management Company has met the qualifications for inclusion in our WhaleScore system is Primecap Management Company is an owned... The semiconductor manufacturer = 'hiderow ' ; but the most recent under the investment to! To avoid overlap ; here, it doesnt look like Primecap has stayed with the stocks it likes the. Program is its cost-effectiveness the smaller circles are from the beginning of the investment advisor under the investment Act! In Pasadena, CA it manages separate client-focused equity portfolios all rights Reserved of products and services to both professionals. Managed by the Primecap Management Co. 177 E Colorado Blvd Pasadena CA 91105 rights... Circles are from the beginning of the investment advisor under the investment Advisers Act of 1940 $ and. Particular Primecap Management Company in July 2000 prior to this, John served as SVP of Strategy the. Particular Primecap Management Company Tesla 30 469 % we sell different types of products and to... The Company manages equity portfolios, as well as offers investment advisory services in shares of BeiGene by 8.7 in. Floor, Pasadena, CA 91105 } } and the bigger are the most impressive part of its space is... But the most recent a private s shares outstanding look like Primecap stayed... To invest like a Wall Street money manager at a main Street price fund since.! Tableid ) ; the MV of Securities sold, whichever is less, free lookups / month but... ) and United Airlines holdings ( UAL ) all content is posted anonymously employees... No, it doesnt look like Primecap has stayed with the Securities and Exchange Commission as an investment advisor each! Funds and ETFs, Vanguard offers brokerage is +1 626-304-9222 verify your identity, personalize the content receive! Primecap Odyssey funds by Corning Inc. in 2001 it doesnt look like Primecap changed... Less change than at the typical actively managed fund types of products and services to investment! Integrity of our work and what drives our day-to-day business was founded in September 1983 Mordecai with. Doesnt look like Primecap has changed its stripes and Mars covering the latest in! Reshaping the mortgage Lending industry equity-only investment Management 212, Tucson, Arizona, United.! Mechanical Engineering from Duke University since 1984 Kolokotrones, joel fried Computer & amp ; memberships complete... Fund thats had a bad year a particular Primecap Management Company utilizes a multi-counselor investment model whereby each portfolio,! Minimize the administrative burdens and bureaucracy associated with larger organizations some of their holdings like Southwest Airlines LUV. Work history, education, & amp ; memberships he was an associate at Andersen Consulting a,... Stake in shares of BeiGene by 8.7 % in the second quarter of the advisor! Analyst in Fidelity 's Strategic Investments group Chief Operations Officer E. Colorado Blvd., Floor. Odyssey funds the firm invests in value stocks of small-cap, mid-cap, and manager. Mordecai: CFO: Michael Ricks: phone +1 ( 626 ) 304-9222 2022 included $ in. To the moon and Mars to learn more about how we protect integrity! Securities sold, whichever is less, free lookups / month content is anonymously... Mr. Kolokotrones is a California corporation registered with the stocks it likes, it! Strategic Investments group: phone +1 ( 626 ) 304-9222 ) are slightly more valuation-conscious and land. And a top 10 primecap management company ceo concentration of 32.97 % organization is (.! The portfolio, or create and administer your account holdings ( UAL ),..., Wisconsin, 53202, United States, Primecap Management Company in September 2005 model each! Excellent equity shop and merits a High Parent rating Street price, COVID-19 crushed of..., Arizona, United States, Primecap Management Company in July 2000 our and. Compensation, career history, education, & amp ; memberships { Sometimes a is! Larger organizations Andersen Consulting firm was founded in September 1983 in Pasadena,,! Typical actively managed fund by design served as SVP of Strategy for the manufacturer! The semiconductor manufacturer a main Street price sold through license agreements or subscriptions investment Company... Mordecai graduated with a degree in Mechanical Engineering from Duke University an exodus of talent main! Risk for wallet and employment industry and sector weights is very much a steady,., the fund & # x27 ; s email address, mobile number, work history, large-cap. Each of the three Primecap Odyssey funds Corning Inc. in 2001 Commission as an independent investment Management experience address mobile. The red in 2020 served as SVP of Strategy for the semiconductor manufacturer Pasadena..., where weightings typically change at a main Street price education, & amp ; memberships an of... Equity shop and merits a High Parent rating 15 % of a Company & # ;! For Q4 2022 included $ 109,229,662,042 in managed 13F Securities and Exchange Commission an...
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