Advisor History

In 1967, Albert O. Nicholas fulfilled a dream to start an investment advisory firm founded on the principle of delivering superior investment performance at a low cost. The Nicholas philosophy concentrated on independent, primary research and performance, rather than advertising hype and promotion. Ab Nicholas long believed investors would search out investment advisers with a proven track record, and they have. During the last half-century, Nicholas Company has helped more than a quarter million investors, institutions and individuals in pursuing their investment goals.

As the Nicholas reputation for excellence grew and attracted new shareholders, the company expanded its mutual fund offerings and began to offer separate account management to individual and institutional investors. Nicholas has more than $5 billion under management in six, no-load mutual funds, and separate accounts managed for employee benefit plans, foundations, endowments, corporations, and individuals.

 

1967

Nicholas Company was founded.

1969

Nicholas Fund, Inc., our flagship, large-cap growth mutual fund, was introduced.

1977

Nicholas Company acquired the Wisconsin Income Fund, which became the Nicholas High Income Fund, Inc., our high-yield bond fund offering.

1983

Nicholas II, Inc. was introduced to focus on mid-sized companies.

1987

Nicholas Limited Edition, Inc. was launched to focus specifically on small company stocks.

1988

Nicholas Money Market Fund, Inc. opened in response to client requests for a cash investment alternative.

1993

Nicholas Equity Income Fund, Inc. was introduced to offer investors an opportunity to pursue stocks producing high dividend income with the potential for moderate capital growth.

2005

Nicholas Company introduced the N Class share for Nicholas II, Nicholas Limited Edition, Nicholas Equity Income and Nicholas High Income Funds.

2007

Nicholas Equity Income Fund, Inc. Class N closed to investors. Nicholas Equity Income Fund, Inc. Class I remained open and lowered its minimum initial investment to $500.

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The Nicholas Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Nicholas Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. 

Please refer to each prospectus for important information about each investment company, including investment objectives, risks, charges and expenses. 

Mutual fund investing involves risk; principal loss is possible. Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Funds in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. 

Past performance does not guarantee future results.

Diversification does not assure a profit nor protect against loss in a declining market.

Glossary of terms   |   Privacy & Security

Nicholas Funds are distributed by Quasar Distributors, LLC

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