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Portfolio Managers Biography




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 an average industry experience greater than twenty-one years, and the Fund's portfolio managers have an average tenure with the Nicholas Company greater than thirty years.

Albert O. Nicholas, CFA
Chairman and Chief Executive Officer, 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.

David O. Nicholas, CFA
Chief Investment Officer, Associate Portfolio Manager

Dave Nicholas is an experienced investment analyst and portfolio manager, who is dedicated to helping investors reach their goals by offering mutual funds that have low expenses, low minimums, and tax-efficient investment policies. One of his goals is to provide investors with top-quartile performance.

Dave began his career at First Wisconsin Bank, now known as U.S. Bancorp, where he spent several years working as an analyst before joining Nicholas Company’s research team. He currently manages Nicholas II and Limited Edition Funds.

Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive.  Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.  Neither the Fund nor any of its representatives may give legal or tax advice

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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