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 06/30/16. The fund's latest filing disclosed 49MM in positions, representing 8% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NICHOLS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFF 8.47% ETF 0.4% -0.07% 0 7%
JNK 7.68% ETF 5.38% 0.3% 0 4%
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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...
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NICHOLS ASSET Portfolio Concentration


NICHOLS ASSET Contact Information

Phone Number: 978-440-8741
Fax Number: 978-440-8754



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