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32.05
-0.23
-0.71%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 77.38M
Nicholas II N
32.05
-0.23
-0.71%
- Overview
- Profile
- Historical Data
- Holdings
Nicholas Ii Fund Class N Overview
On this page you'll find an in-depth profile of Nicholas Ii Fund Class N. Learn about the key management, total assets, investment strategy and contact information of NNTWX among other information.
Investment Strategy
The investment seeks to increase the value of the investment over the long-term. The fund primarily invests in common stocks of domestic corporations with medium-sized market capitalizations believed to have growth potential. The adviser believes a company's annual sales volume and the market capitalization are the factors most illustrative of a company's size. The adviser generally considers companies with market capitalizations up to $3 billion as "small," between $3 billion and $25 billion as "medium," and greater than $25 billion as "large."
Contact Information
Address
Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Phone
+1 8005446547
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian J Janowski | Senior Research Analyst and Portfolio Manager | 2018 | Now |
| Biography | Brian joined Nicholas Company in 2016 as a senior research analyst. Brian was named co-portfolio manager of Nicholas II, Inc. in April 2018. Brian is focused on stocks of all market capitalizations with a particular emphasis on consumer staples, utilities and financials including financial technology. Prior to joining Nicholas Company, Brian served as a senior equity analyst and co-portfolio manager for the BMO Small and Mid Cap Value Funds for eight years. Before that, Brian was an equity analyst and co-portfolio manager at American Family Insurance for six years. Brian graduated from the University of Wisconsin-Madison and has earned the right to use the CFA and CPA designations. He is a member of the CFA Society Milwaukee. | ||
| David O. Nicholas | CEO, President, CIO, Portfolio Manager | 1993 | Now |
| Biography | Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave has developed his philosophy and skills over the past thirty years under the guidance of the long-held investment philosophy and process developed by Albert O. Nicholas, the founder of Nicholas Company. This opportunity has allowed Dave to gain a deep experience and knowledge analyzing companies and the equity markets. Dave’s approach is aligned with the Nicholas core investment philosophy and process, while adjusting it to meet the characteristics of various 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 a preference for non-consensus strategies when market opportunities arise. Dave is the lead portfolio manager of Nicholas Fund, Nicholas II and Nicholas Limited Edition, while serving as co-manager for Nicholas Equity Income Fund. As Chief Investment Officer he guides the firm’s investment process and the investment team on a day-to-day basis. 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. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
| Albert O. Nicholas | President, Founder | 1983 | 2003 |
| Biography | Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation. | ||
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