NICHOLAS INVESTMENT Overview
Nicholas Investment Partners Lp is a hedge fund that manages 1.9 BN dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
NICHOLAS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NICHOLAS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ARGX | 3.6% | Health | 4.84% | 0.15% | 1 | 6% | ||
| LNTH | 2.54% | Health | 4.13% | 0.08% | 0 | 5% | ||
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FEATURED IN
NICHOLAS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Catherine C. Somhegyi Nicholas | Chief Investment Officer, Managing Partner | March-2006 |
| Arthur E. Nicholas | Senior Partner, Limited Partner | March-2006 |
| Laura S. Demarco | Head Of Sales & Client Service, Limited Partner | January-2008 |
| John D. Wylie | Portfolio Manager, Limited Partner | January-2008 |
| Tammy L. Wiseman | Marketing Manager, Limited Partner | March-2009 |
| Christopher P. Siriani | President, Coo, Cco, Limited Partner | April-2011 |
| Jennifer Roper | Chief Administrative Officer | April-2011 |
NICHOLAS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
NICHOLAS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Investment Philosophy
We believe, and our principals’ 25+ years of experience has confirmed, that investing in
successful, growing companies—ones that manage change advantageously and are poised to
exceed expectations—have the potential to result in outstanding capital appreciation. The source of this positive change can be a new product, competitive advantage, regulatory change or a management change. We then determine if the positive change is sustainable by reviewing its
long-term earnings potential, financial strength and quality of management. We also confirm the timeliness of the investment by reviewing the stock’s relative price strength, market sentiment and economic factors impacting the company.
Nicholas’ philosophy is well-suited to the more dynamic, less widely followed small and mid- capitalization market segment where experienced investors ...
Get the Full Report
Methods of Analysis
Investment Philosophy
We believe, and our principals’ 25+ years of experience has confirmed, that investing in
successful, growing companies—ones that manage change advantageously and are poised to
exceed expectations—have the potential to result in outstanding capital appreciation. The source of this positive change can be a new product, competitive advantage, regulatory change or a management change. We then determine if the positive change is sustainable by reviewing its
long-term earnings potential, financial strength and quality of management. We also confirm the timeliness of the investment by reviewing the stock’s relative price strength, market sentiment and economic factors impacting the company.
Nicholas’ philosophy is well-suited to the more dynamic, less widely followed small and mid- capitalization market segment where experienced investors ...
Get the Full Report
NICHOLAS INVESTMENT Portfolio Concentration
NICHOLAS INVESTMENT Location
6451 EL SICOMORO STREET
RANCHO SANTA FE, California
UNITED STATES, 92067
RANCHO SANTA FE, California
UNITED STATES, 92067
NICHOLAS INVESTMENT Contact Information
Phone Number: 858-759-4545
Fax Number: 858-756-6542
Website: http://nicpartners.com
Fax Number: 858-756-6542
Website: http://nicpartners.com
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