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Facts Ownership: 100% Employee Owned
Assets: est. $222 M
Professionals: 14
 
History Accomplished institutional investors Catherine Nicholas and Art Nicholas founded Nicholas Investment Partners (including its predecessor firm) in 2006. These legendary growth investors in inefficient markets are united with several other former partners of their previous firm, Nicholas-Applegate Capital Management. Their investment philosophy and process, broad research network and quantitative tools have proven successful in adding value to client portfolios since the 1980s. Investing is their passion.
 
Mission Provide significant value-added to our clients by:

  •  Following our proven investment process that captures opportunity in inefficient markets
  •  Investing in our people and information systems to sustain our edge
  •  Keeping the investment team’s focus on client portfolios
  •  Restricting asset growth in limited capacity products
  •  Adhering to client guidelines
  •  Delivering responsive and attentive client service
  •  Fostering open communication with our clients on expectations and results
  •  Staying true to our institutional heritage in upholding the highest fiduciary standards
 
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