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Fund Overview

Quarterly Fact Sheet - Class I

Quarterly Fact Sheet - Class N

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Annual Report
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Statement of Additional Information

Portfolio Managers Biography

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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-five years industry experience, and our portfolio managers have an average tenure with the Nicholas Company of twenty years.

David O. Nicholas, CFA
Chief Investment Officer, 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.

A sports enthusiast, coach, and board member of the Mequon-Thiensville Education Foundation, Dave earned a B.B.A. in Finance at the University of Wisconsin, Madison. He completed an M.S. in Finance at the University of Wisconsin, Milwaukee, and is a member of the University's Business School Advisory Board. Dave is also a member of the Milwaukee Investment Analysts Society, and a Chartered Financial Analyst. 

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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