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PORTFOLIO MANAGERS

The Nicholas Team
Nicholas Company’s portfolio managers and analysts form a stable, experienced team whose goal is to find investment opportunities that help our shareholders pursue their goals. The members of our team have more than twenty-one years industry experience, and the Fund's portfolio managers have an average tenure with the Nicholas Company greater than twenty-two years.

Albert O. Nicholas, CFA
Chairman and Chief Executive Officer, Co-Portfolio Manager

Ab Nicholas founded  Nicholas Company in 1967. Although he considers himself an investment analyst first and foremost, Ab has been often recognized for his skill as a portfolio manager.

Ab began his career with Northwestern National Insurance Company, where he worked as an investment analyst. He also spent several years at Marshall and Ilsley Bank before co-founding Nicholas Company. In 1969, Ab decided he could best help clients by making it easier to purchase a diversified portfolio of stocks, so he introduced Nicholas Fund. Ab currently co-manages Nicholas and Nicholas Equity Income Funds.

While earning a Bachelor’s in Economics at the University of Wisconsin at Madison, Ab played guard for the Badger basketball team. After spending two years in the military, he returned to the University for an M.B.A. in Finance and Investments. He is a member of the Milwaukee Investment Analysts Society, and a Chartered Financial Analyst.

Michael L. Shelton, CFA, CPA
Co-Portfolio Manager, Research Analyst

Michael Shelton is a Co-Portfolio manager of the Nicholas Equity Income Fund and a research analyst with a generalist responsibility across all market capitalizations while offering specialization in the healthcare, technology and industrial sectors.  

Prior to joining Nicholas Company in 2006, Mike worked for the Department of Defense Financing & Accounting Service as a financial analyst.  Mike was a research analyst for Robert W. Baird for three years and McDonald Investments for one year focusing on healthcare companies.  He started his career with Ernst & Young as an auditor and tax consultant.

Mike has a CPA and CFA designation.  He graduated magna cum laude from Miami University in Oxford , Ohio and obtained his M.B.A. from The Ohio State University. 

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

Glossary of terms

Nicholas Funds are distributed by Quasar Distributors, LLC


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