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Nicholas Equity Income Fund Class I (NSEIX)

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21,62 -0,05 -0,23%

02:00:00 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 461,11M

Tipo: Fundo

Mercado: EUA

Emissor: Nicholas

Classe de Ativo: Ações

NSEIX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Nicholas Equity Income Fund Class I. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de NSEIX, entre outras informações.

Categoria

Large Value

Total de ativos

461,11M

Despesas

0,70%

Data de início

34296

Informações de Contato

Endereço Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States

Telefone +1 8005446547

Site www.nicholasfunds.com

Principais Executivos

Nome	Título	Desde	Até
David O. Nicholas	CEO, President, CIO, Portfolio Manager	2016	Agora
Biografia	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.
Michael L. Shelton	Portfolio Manager and Senior Research Analyst	2011	Agora
Biografia	Michael joined Nicholas Company in 2006. He serves as lead portfolio manager of Nicholas Equity Income Fund, co-portfolio manager of Nicholas Fund and is a senior research analyst. Michael has a depth of knowledge following years of covering the healthcare, technology and industrial sectors. Michael has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies. This experience has provided a sound basis for his adoption of the long held Nicholas investment philosophy and process. Prior to joining Nicholas Company, Michael worked for the Department of Defense Financing & Accounting Service as a financial analyst. He spent three years with Robert W. Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies. Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant. Michael has earned his CPA and CFA designations. He graduated magna cum laude from Miami University in Oxford, Ohio and obtained his MBA from The Ohio State University. He is a member of the CFA Society Milwaukee. Michael joined Nicholas Company in 2006. He serves as lead portfolio manager of Nicholas Equity Income Fund, co-portfolio manager of Nicholas Fund and is a senior research analyst. Michael has a depth of knowledge following years of covering the healthcare, technology and industrial sectors. Michael has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies. This experience has provided a sound basis for his adoption of the long held Nicholas investment philosophy and process. Prior to joining Nicholas Company, Michael worked for the Department of Defense Financing & Accounting Service as a financial analyst. He spent three years with Robert W. Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies. Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant. Michael has earned his CPA and CFA designations. He graduated magna cum laude from Miami University in Oxford, Ohio and obtained his MBA from The Ohio State University. He is a member of the CFA Society Milwaukee.
Albert O. Nicholas	President, Founder	1993	2016
Biografia	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.
David O. Nicholas	CEO, President, CIO, Portfolio Manager	2001	2008
Biografia	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.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Nicholas Equity I.	21,62	-0,05	-0,23%