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Nicholas Limited Edition Fund Class Institutional (NCLEX)

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32.57 -0.36 -1.09%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 508.56M

Type: Fund

Market: United States

Issuer: Nicholas

Asset Class: Equity

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NCLEX Overview

On this page you'll find an in-depth profile of Nicholas Limited Edition Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of NCLEX among other information.

Investment Strategy

The investment seeks to increase the value of the investment over the long-term. The fund primarily primarily invests in common stocks of domestic corporations with small-and medium‑sized market capitalizations believed to have growth potential. The advisor believes a company’s annual sales volume and the market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company’s size. The advisor 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

Phone +1 8005446547

Web www.nicholasfunds.com

Top Executives

Name	Title	Since	Until
Ryan P Bushman	Senior Research Analyst and Portfolio Manager	2021	Now
Biography	Ryan joined Nicholas Company in October 2020 as a senior research analyst. Ryan was named co-portfolio manager of Nicholas Limited Edition, Inc. effective February 2021. Ryan is a generalist analyzing companies across all capitalizations with an emphasis on small- and mid-cap stocks in the health care and industrial sectors. Previously, Ryan was a Co-Portfolio Manager and Research Analyst at Rice Hall James & Associates in San Diego, CA for 3 years covering the consumer and health care sectors. Other sectors of coverage included industrials and information technology. Ryan began his career in the investment industry in 2000 at M&I Investment Management Corp. as a financial auditor and trade coordinator and held various analyst positions from 2003 to 2007 at the company as it was acquired by BMO Asset Management advancing to the role of Equity Analyst and Director for the BMO Small-Cap Growth and Mid-Cap Growth products for nine years. Ryan earned a B.B.A. with an emphasis on Finance from UW-Whitewater and graduated magna cum laude from Marquette University earning an M.B.A. with an emphasis in Finance. He has earned the right to use the CFA designation and is currently 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.
Neal Dihora	Co-Portfolio Manager	2016	2020
Biography	Dihora initially joined Wasatch Advisors Inc. in 2002 and worked for a year as a senior equities analyst. He then went to Nicholas Company Inc. as a research analyst and rejoined Wasatch in 2006. Mr. Neal Dihora has been Co-Portfolio Manager and joined Nicholas as a senior research analyst in June 2015. Dihora holds the Chartered Financial Analyst designation.
Albert O. Nicholas	President, Founder	1987	1993
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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Nicholas Limited .	32.57	-0.36	-1.09%