Nicholas Investment Partners is an independent, SEC-registered investment advisor. We are a 100% employee-owned partnership focused exclusively on investment management. We have a performance-driven and ownership-oriented culture beneficial to our clients. Although Nicholas Investment Partners was founded in 2006, most of the senior members of our firm started working together more than 25 years ago at our previous firm. Our founders oversaw more than $50 billion in several asset classes for pension funds, endowments, foundations and financial advisors around the world. Our investment team utilizes a process that has been tested over the last three decades in a variety of market environments.
Here at Nicholas Investment Partners, we offer strategies that benefit from our expertise in three inefficient market segments: small cap, mid cap and convertibles. In fact, most of the issuers of convertibles are small to mid cap companies. We are committed to limiting our assets under management in order for us to continue to add value to client portfolios. Our small size enables us to effectively navigate in volatile markets and to take active positions in securities where we have the highest conviction in their investment thesis.
The principals of Nicholas Investment Partners have more than $100 million invested alongside our clients, aligning our portfolio managers’ interest in those strategies with those of our clients.
Facts
Ownership: 100% Employee Owned
Assets: $478 million
Professionals: 12
as of October 31, 2011