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Nicholas Limited Edition Fund Class Institutional (NCLEX)

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28.21 -0.11    -0.39%
25/06 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Nicholas
资产类别:  股票
  • 晨星评级:
  • 总资产: 444.03M
Nicholas Limited Edition I 28.21 -0.11 -0.39%

NCLEX概述

 
本页面提供Nicholas Limited Edition Fund Class Institutional的详细介绍,帮助您了解NCLEX的高管、总资产、投资策略和联系方式等信息。
种类

Small Growth

总资产

444.03M

费用

0.85%

开始日期

31915

联络信息

地址 Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States
电话 +1 8005446547

高管

名称 标题 任期
Ryan P Bushman Senior Research Analyst and Portfolio Manager 2021 now
背景介紹 Ryan joined Nicholas Company in October 2020 as a senior research analyst. Ryan was named co-portfolio manager of Nicholas Limited Edition, Inc. effective February 2021. Ryan is a generalist analyzing companies across all capitalizations with an emphasis on small- and mid-cap stocks in the health care and industrial sectors. Previously, Ryan was a Co-Portfolio Manager and Research Analyst at Rice Hall James & Associates in San Diego, CA for 3 years covering the consumer and health care sectors. Other sectors of coverage included industrials and information technology. Ryan began his career in the investment industry in 2000 at M&I Investment Management Corp. as a financial auditor and trade coordinator and held various analyst positions from 2003 to 2007 at the company as it was acquired by BMO Asset Management advancing to the role of Equity Analyst and Director for the BMO Small-Cap Growth and Mid-Cap Growth products for nine years. Ryan earned a B.B.A. with an emphasis on Finance from UW-Whitewater and graduated magna cum laude from Marquette University earning an M.B.A. with an emphasis in Finance. He has earned the right to use the CFA designation and is currently a member of the CFA Society Milwaukee.
David O. Nicholas CEO, President, CIO, Portfolio Manager 1993 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 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.
Neal Dihora Co-Portfolio Manager 2016 2020
背景介紹 Dihora initially joined Wasatch Advisors Inc. in 2002 and worked for a year as a senior equities analyst. He then went to Nicholas Company Inc. as a research analyst and rejoined Wasatch in 2006. Mr. Neal Dihora has been Co-Portfolio Manager and joined Nicholas as a senior research analyst in June 2015. Dihora holds the Chartered Financial Analyst designation.
Albert O. Nicholas President, Founder 1987 1993
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.
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