Nicholas Fund Portfolio Managers

Albert O. Nicholas, CFA is the lead portfolio manager for Nicholas Fund, Inc.
The Co-Portfolio Manager is David O. Nicholas, CFA

 

 

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Albert O. Nicholas, CFA

Chairman and Chief Executive Officer, Portfolio Manager
Industry experience: 61 years
Nicholas Company Tenure: 49 years
Lead Portfolio Manager - Nicholas Fund, Inc.
Co-Portfolio Manager - Nicholas Equity Income Fund, Inc

 

Ab Nicholas has always had great interest in analyzing companies and the stock market. He considers himself an investment analyst first and foremost, but he also has been recognized for his skill as a portfolio manager. His extensive tenure studying the markets and investments through numerous market cycles has fortified his belief in the benefit of investing in stocks for the long-term.  Ab’s experience offers tremendous insight and value when assessing the challenges of today’s markets.


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.


Ab founded the Nicholas Company in 1967 with the idea of offering his investment philosophy and process to a wider group of investors.  He launched the flagship Nicholas Fund in 1969, in order to give individual investors greater access to a diversified portfolio of stocks through a mutual fund.  The Nicholas Fund has been acknowledged over the years by publications such as Forbes, Money Magazine and the Wall Street Journal.


Ab is the lead managers of the Nicholas Fund handling the day-to-day investment decisions and he is the co-manager of the Nicholas Equity Income Fund.


Ab earned a Bachelor’s in Economics at the University of Wisconsin at Madison, while playing guard for the Wisconsin 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 and Portfolio Manager
Industry experience: 33 years
Nicholas Company Tenure: 30 years
Lead Portfolio Manager - Nicholas II, Inc. and Nicholas Limited Edition, Inc.
Co-Portfolio Manager - Nicholas Fund, Inc.

 

Dave Nicholas joined Nicholas Company as an investment analyst in 1986.  His current responsibilities include Portfolio Manager and Chief Investment Officer.   Dave’s focus has been primarily on small and mid-capitalization companies that meet the criteria for Nicholas II and Nicholas Limited Edition Funds.  Dave’s approach is aligned with the Nicholas core investment philosophy and process, while adjusting it to meet the characteristics of small and mid-capitalization growth companies.  Core elements to the philosophy include identifying companies with secular growth capabilities, consistent earnings growth, strong balance sheets and solid management teams.  Dave also shares Ab’s preference for non-consensus strategies when market opportunities arise.

Dave began his career with First Wisconsin Bank, now known as U.S. Bank, where he worked as an analyst before joining Nicholas Company.

Dave is the lead manager of the Nicholas II and Nicholas Limited Edition Funds, our mid-cap growth and small-cap growth strategies.  He also serves as Chief Investment Officer for Nicholas Company.

Dave earned a B.B.A. in Finance from the University of Wisconsin - Madison and completed his M.S. in Finance at the University of Wisconsin - Milwaukee, where he is a member of the University’s Business School Advisory Board.   Dave is a member of the Milwaukee Investment Analysts Society, and a Chartered Financial Analyst.


 


 



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. 

An investment in the Money Market Fund, Inc. is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

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 such as limited liquidity and great volatility. 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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