NICHOLS ASSET Overview
Nichols Asset Management Llc is an investment advisor that manages 581.7 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/08 to 12/31/16. The fund's latest filing disclosed 51MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/08 to 12/31/16. The fund's latest filing disclosed 51MM in positions, representing 9% of the manager's regulatory AUM.
NICHOLS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NICHOLS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
NICHOLS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Charles Nichols | Chief Investment , Partner | June-1995 |
| Patricia M. Nichols | Chief Compliance Officer, Partner | June-1995 |
| Christopher R. Ely | Partner | August-2005 |
| Roland W. Gillis | Partner | August-2005 |
| David L. Smith | Partner | March-2007 |
NICHOLS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NICHOLS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our firm employs the following types of analysis to formulate client recommendations:
Fundamental Analysis.
NAM has developed a proprietary fundamental model to narrow the universe of stocks to include in a client portfolio and to monitor existing holdings. The model is run monthly for six broad industry sectors; Financials, Industrials, Consumer, Health Care, Technology, and capital intensive industries including Utilities, Energy and Materials. The model scores stocks on 48 different variables in six categories:
• Growth,
• Profitability,
• Capital Structure,
• Valuation,
• Technical,
• Management.
The model incorporates a number of distinctive elements: employee metrics (e.g. revenue/employee, operating profit/employee), customized industry-specific relative strength metrics that compare the full market capitalization range withi...
Unlock Full Investment Process Description
Our firm employs the following types of analysis to formulate client recommendations:
Fundamental Analysis.
NAM has developed a proprietary fundamental model to narrow the universe of stocks to include in a client portfolio and to monitor existing holdings. The model is run monthly for six broad industry sectors; Financials, Industrials, Consumer, Health Care, Technology, and capital intensive industries including Utilities, Energy and Materials. The model scores stocks on 48 different variables in six categories:
• Growth,
• Profitability,
• Capital Structure,
• Valuation,
• Technical,
• Management.
The model incorporates a number of distinctive elements: employee metrics (e.g. revenue/employee, operating profit/employee), customized industry-specific relative strength metrics that compare the full market capitalization range withi...
Unlock Full Investment Process Description
NICHOLS ASSET Portfolio Concentration
NICHOLS ASSET Location
NICHOLS ASSET Contact Information
Phone Number: 978-440-8741
Fax Number: 978-440-8754
Website: https://nicholsassetmgmt.com
Fax Number: 978-440-8754
Website: https://nicholsassetmgmt.com
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