NICHOLAS COMPANY INC Overview
Nicholas Company Inc is an investment advisor that manages 4.9 BN dollars in regulatory AUM and has 19 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 4BN in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 4BN in positions, representing 72% of the manager's regulatory AUM.
NICHOLAS COMPANY INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NICHOLAS COMPANY INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.98% | Tech | 32.48% | -0.08% | 0 | 47% | ||
| AAPL | 2.66% | Tech | 53.09% | 0.48% | 0 | 43% | ||
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FEATURED IN
NICHOLAS COMPANY INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Albert O. Nicholas | Chief Executive Officer, Director, Shareholder | December-1967 |
| David O. Nicholas | Chief Investment Officer, Director, Shareholder | August-1986 |
| David L. Johnson | Executive Vice President | April-1980 |
| Jeffrey T. May | Executive Vice President, Treasurer, Chief Compliance Officer, Chief Financial Officer | July-1987 |
| Lynn S. Nicholas | Senior Vice President, Shareholder | September-1983 |
| Lawrence J. Pavelec | Senior Vice President | April-2003 |
| Susan N. Fasciano | Shareholder | December-2003 |
| Jennifer R. Kloehn | Assistant Vice President | July-2004 |
| Christopher E. O'Reilly | Assistant Vice President | October-2005 |
| K. T. Lundgren | Director | July-2006 |
| David J. Lubar | Director | April-2007 |
NICHOLAS COMPANY INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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NICHOLAS COMPANY INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
INVESTMENT STRATEGIES
Nicholas offers the following investment strategies:
Equity Strategies:
Multi-cap Growth
Mid-cap Growth
Small-cap Growth
Equity Income
Fixed Income Strategies:
High Yield Bond
Money Market
INVESTMENT PHILOSOPHY
Nicholas’ investing philosophy is that long-term investment returns are best achieved by investing at a reasonable price in the securities of small- and mid-sized companies capable of growing their intrinsic value. Paramount in our philosophy is a belief in acquiring the securities at the appropriate price. We believe it is important to focus on the company fundamentals and long-term stock valuation, resulting in a patient but disciplined approach to investing. Our style incorporates an opportunistic, contrarian flare, often buying high quality growth company stocks that have fallen out-o...
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INVESTMENT STRATEGIES
Nicholas offers the following investment strategies:
Equity Strategies:
Multi-cap Growth
Mid-cap Growth
Small-cap Growth
Equity Income
Fixed Income Strategies:
High Yield Bond
Money Market
INVESTMENT PHILOSOPHY
Nicholas’ investing philosophy is that long-term investment returns are best achieved by investing at a reasonable price in the securities of small- and mid-sized companies capable of growing their intrinsic value. Paramount in our philosophy is a belief in acquiring the securities at the appropriate price. We believe it is important to focus on the company fundamentals and long-term stock valuation, resulting in a patient but disciplined approach to investing. Our style incorporates an opportunistic, contrarian flare, often buying high quality growth company stocks that have fallen out-o...
Unlock Full Investment Process Description
NICHOLAS COMPANY INC Portfolio Concentration
NICHOLAS COMPANY INC Location
700 N WATER ST
STE 1010
MILWAUKEE, Wisconsin
UNITED STATES, 53202
STE 1010
MILWAUKEE, Wisconsin
UNITED STATES, 53202
NICHOLAS COMPANY INC Contact Information
Phone Number: 414-272-4650
Fax Number: 414-272-7867
Website: null
Fax Number: 414-272-7867
Website: null
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