PRIMECAP Management

PRIMECAP Management

PRIMECAP Management
Last update 2020-06-05 294 Stocks (14 new)
Value $101.93 Bil Turnover 3 %
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PRIMECAP Management Profile

PRIMECAP Management Company was founded in September 1983 in Pasadena, California. It manages Vanguard’s PRIMECAP Fund, Vanguard Capital Opportunity Fund, and Vanguard PRIMECAP Core Fund. It also manages PRIMECAP ODYSSEY FUNDS. PRIMECAP was founded by Chairman and Chief Investment Officer HOWARD B. SCHOW, Vice Chairman MITCHELL J. MILIAS, and President THEO A. KOLOKOTRONES.

PRIMECAP Management Investing Philosophy

PRIMECAP team evaluates securities based on their outlook over a three to five year time horizon, with the intention of holding them considerably longer if their fundamentals warrant it. They believe successful investment decisions rests in correctly appraising the relationship between the fundamental value of a company and the market price of its stock. A company may be valuable because of its free cash flow, its assets, or both; however, a company will be a superior investment only if it is purchased at the right price. PRIMECAP only invest their highest conviction ideas.
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Performance of Vanguard Primcap Fund

Year Return % S&P500 % Excess Gain %
2019 27.78 30.58 -2.8
2018 -2.01 -4.57 2.6
2017 29.51 21.7 7.8
3-Year Cumulative (2017-2019) 62.16 (17.49/Year) 51.65 (14.89/Year) 10.51 (2.60/Year)
2016 10.63 12 -1.4
2015 2.58 1.24 1.3
5-Year Cumulative (2015-2019) 84.03 (12.97/Year) 71.96 (11.45/Year) 12.07 (1.52/Year)
2014 18.72 13.46 5.3
2013 39.73 32.31 7.4
2012 15.27 15.99 -0.7
2011 0 1.9 -1.9
2010 12.89 15.05 -2.2
10-Year Cumulative (2010-2019) 297.25 (14.79/Year) 251.03 (13.38/Year) 46.22 (1.41/Year)
2009 34.45 26.35 8.1
2008 -32.41 -36.79 4.4
2007 11.49 5.15 6.3
2006 12.3 15.84 -3.5
2005 8.49 4.83 3.7
15-Year Cumulative (2005-2019) 390.36 (11.18/Year) 257.98 (8.87/Year) 132.38 (2.31/Year)
2004 18.31 10.7 7.6
2003 37.75 28.18 9.6
2002 -24.56 -21.58 -3
2001 -13.35 -11.76 -1.6
2000 4.47 -9.75 14.2
20-Year Cumulative (2000-2019) 445.75 (8.86/Year) 217.22 (5.94/Year) 228.53 (2.92/Year)
1999 41.34 20.38 21
1998 25.41 28.69 -3.3
1997 36.83 33.49 3.3
1996 18.31 22.5 -4.2
1995 35.48 38.06 -2.6
25-Year Cumulative (1995-2019) 2021.62 (13.00/Year) 1009.46 (10.10/Year) 1012.16 (2.90/Year)
1994 11.41 0.38 11
1993 18.03 10.08 8
1992 8.99 7.62 1.4
1991 33.14 30.47 2.7
1990 -2.81 -3.1 0.3
30-Year Cumulative (1990-2019) 3834.60 (13.02/Year) 1568.00 (9.83/Year) 2266.60 (3.19/Year)
1989 21.58 31.69 -10.1
1988 14.68 16.61 -1.9
1987 -2.25 5.1 -7.3
1986 23.51 18.6 4.9
1985 35.66 31.6 4.1

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