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Nicholas
94.33
+0.42
+0.45%
NICSX概述
本页面提供Nicholas Fund的详细介绍，帮助您了解NICSX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
电话
+1 8005446547
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Jeffrey J. Strong | Senior Research Analyst & Co-Porfolio Mgr | 2022 | now |
| 背景介紹 | Jeff joined Nicholas Company in April 2021 as a senior research analyst. Jeff was named co-portfolio manager of Nicholas Fund, Inc. effective July 2021. Jeff is focused on stocks of all market capitalizations with a particular emphasis on the information technology sector. Prior to joining Nicholas Company, Jeff was a portfolio manager at the State of Wisconsin Investment Board, managing the Global Technology Portfolio for three years. Before that, Jeff was a research analyst for two years at Heartland Advisors, with primary emphasis on the technology, industrials and consumer sectors. Jeff started his career in investment management at BMO Asset Management, where he was a senior equity analyst for eight years on the BMO Small and Mid Cap Value Funds. Jeff earned his B.B.A. and M.B.A. from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program. He has also earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
| Michael L. Shelton | Portfolio Manager and Senior Research Analyst | 2016 | now |
| 背景介紹 | Michael joined Nicholas Company in 2006. He serves as lead portfolio manager of Nicholas Equity Income Fund, co-portfolio manager of Nicholas Fund and is a senior research analyst. Michael has a depth of knowledge following years of covering the healthcare, technology and industrial sectors. Michael has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies. This experience has provided a sound basis for his adoption of the long held Nicholas investment philosophy and process. Prior to joining Nicholas Company, Michael worked for the Department of Defense Financing & Accounting Service as a financial analyst. He spent three years with Robert W. Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies. Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant. Michael has earned his CPA and CFA designations. He graduated magna cum laude from Miami University in Oxford, Ohio and obtained his MBA from The Ohio State University. He is a member of the CFA Society Milwaukee. Michael joined Nicholas Company in 2006. He serves as lead portfolio manager of Nicholas Equity Income Fund, co-portfolio manager of Nicholas Fund and is a senior research analyst. Michael has a depth of knowledge following years of covering the healthcare, technology and industrial sectors. Michael has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies. This experience has provided a sound basis for his adoption of the long held Nicholas investment philosophy and process. Prior to joining Nicholas Company, Michael worked for the Department of Defense Financing & Accounting Service as a financial analyst. He spent three years with Robert W. Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies. Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant. Michael has earned his CPA and CFA designations. He graduated magna cum laude from Miami University in Oxford, Ohio and obtained his MBA from The Ohio State University. He is a member of the CFA Society Milwaukee. | ||
| David O. Nicholas | CEO, President, CIO, Portfolio Manager | 2011 | now |
| 背景介紹 | Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave has developed his philosophy and skills over the past thirty years under the guidance of the long-held investment philosophy and process developed by Albert O. Nicholas, the founder of Nicholas Company. This opportunity has allowed Dave to gain a deep experience and knowledge analyzing companies and the equity markets. Dave’s approach is aligned with the Nicholas core investment philosophy and process, while adjusting it to meet the characteristics of various capitalization growth companies. Core elements to the philosophy include identifying companies with secular growth capabilities, consistent earnings growth, strong balance sheets and solid management teams. Dave also shares a preference for non-consensus strategies when market opportunities arise. Dave is the lead portfolio manager of Nicholas Fund, Nicholas II and Nicholas Limited Edition, while serving as co-manager for Nicholas Equity Income Fund. As Chief Investment Officer he guides the firm’s investment process and the investment team on a day-to-day basis. Dave earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
| Albert O. Nicholas | President, Founder | 1969 | 2016 |
| 背景介紹 | Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation. | ||
| David O. Nicholas | CEO, President, CIO, Portfolio Manager | 1996 | 2008 |
| 背景介紹 | Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave has developed his philosophy and skills over the past thirty years under the guidance of the long-held investment philosophy and process developed by Albert O. Nicholas, the founder of Nicholas Company. This opportunity has allowed Dave to gain a deep experience and knowledge analyzing companies and the equity markets. Dave’s approach is aligned with the Nicholas core investment philosophy and process, while adjusting it to meet the characteristics of various capitalization growth companies. Core elements to the philosophy include identifying companies with secular growth capabilities, consistent earnings growth, strong balance sheets and solid management teams. Dave also shares a preference for non-consensus strategies when market opportunities arise. Dave is the lead portfolio manager of Nicholas Fund, Nicholas II and Nicholas Limited Edition, while serving as co-manager for Nicholas Equity Income Fund. As Chief Investment Officer he guides the firm’s investment process and the investment team on a day-to-day basis. Dave earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
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