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 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 92% of the manager's regulatory AUM.

NICHOLAS COMPANY INC StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NICHOLAS COMPANY INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LKQ 2.96% Cons. Disc. -9.08% -0.32% 2 13%
WBA 2.91% Cons. Staples 6.06% 0.34% 0 16%
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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

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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NICHOLAS COMPANY INC Portfolio Concentration

NICHOLAS COMPANY INC Location

700 N WATER ST
STE 1010
MILWAUKEE, Wisconsin
UNITED STATES, 53202

NICHOLAS COMPANY INC Contact Information

Phone Number: 414-272-4650
Fax Number: 414-272-7867
Website:

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