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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 61% of the manager's regulatory AUM.

NICHOLAS INVESTMENT StockAlpha

-6.8%
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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LVS 7.18% Cons. Disc. 6% 0.29% 0 11%
AWH 3.91% Financials 13.81% 0.07% 3 4%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
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NICHOLAS INVESTMENT Portfolio Concentration

NICHOLAS INVESTMENT Location

6451 EL SICOMORO STREET
RANCHO SANTA FE, California
UNITED STATES, 92067

NICHOLAS INVESTMENT Contact Information

Phone Number: 858-759-4545
Fax Number: 858-756-6542
Website:

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