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Catherine Nicholas Shares Her Career and Investment Insights with Students at UCSD Rady School of Management

January 17, 2019.  The Masters in Finance Program at UCSD Rady School of Management hosts Catherine Nicholas, Managing Partner/CIO as guest speaker for the Master of Finance Professional Seminar series.  “Speaking at the Rady School of Management Professional series is a great platform to share my career insights with the next generation of industry leaders,” […]
5 years ago

Nicholas Investment Partners Launches Small Cap Growth Mutual Fund Based on Its Institutional US Small Cap Strategy

RANCHO SANTA FE, Ca January 16, 2019 — Nicholas Investment Partners, L.P. (“Nicholas Partners”), announced today the launch of its first no load mutual fund, the Nicholas Partners Small Cap Growth Fund (NPSGX, NPSYX), with $40 million in partner assets. The majority women-owned firm currently manages over $393m in small-cap growth assets for institutional investors, […]
5 years ago

Uncertainty Leads to Volatility

INVESTOR WORRIES DRIVING MARKET VOLATILITY Fed concerns Trade wars Decelerating global growth China’s economic deceleration Falling oil prices Geopolitical instability Simmering debt bubbles OUR APPROACH:  STAYING FOCUSED ON THE LONG TERM What’s driving the current volatility? Rather than one or two factors like economic health or the direction of interest rates, investors are feeling uncertain about […]
5 years ago

Team NIC Laced up for Race for the Cure

Sunday, November 4, Nicholas Partners employees and friends walked in support of Breast Cancer Research in Balboa Park, just south of our Rancho Santa Fe, CA offices. Spearheaded by the firm’s Giving Back Committee, the team had a great time completing the picturesque 5K!
5 years ago

3Q:2018 Quarterly Update – Volatility Up, Yet Growth Persists

It was a strong quarter for equities. Stocks scaled a wall of worry in Q3, driven by a mix of renewed synchronized global economic growth, robust Q2 earnings growth and strong Q3 forecasts. Companies found innovative ways to compete and excel. Credit markets faced challenges. US Treasury yields rose across the curve, reflecting increases in […]
5 years ago

Catherine Nicholas, CIO and Portfolio Manager, featured on Asset TV’s Masterclass: Small Caps

On September 12, Catherine Nicholas, CIO and Portfolio Manager, joined host Gillian Kemmerer and three other small-cap managers to discuss some of the current and prospective drivers of small-cap stock performance. Video was sponsored by Nicholas.  The thoughts and opinions expressed in the video are solely those of the persons speaking as of September 12, […]
5 years ago

Team NIC Rolls Up Its Sleeves at Local Beach Clean Up

Nicholas Partners team members rise early on a Saturday morning to lend a hand at a local beach cleanup near Oceanside Pier—just north of our offices in Rancho Santa Fe, CA. Spearheaded by the firm’s Giving Back Committee, the team collected over 26.5 pounds of trash from the shoreline and nearby children’s park. “Living in […]
5 years ago

Lisa Wheatley Shares Her Insights on the Innovation Cycle in Healthcare

At the CUSO Financial Annual Conference in August, Lisa Wheatley, Portfolio Manager and healthcare specialist, shared her insights on the long-term, secular innovation cycle in healthcare, ripe with investment opportunities. (3:24) Lisa highlights why our firm’s San Diego location is an edge in her healthcare-company research and why early-stage biotechnology and medical device companies can […]
5 years ago

2Q:2018 Quarterly Update – Divergent Trends Emerge in 2Q

US equity markets climbed higher in the second quarter, outperforming non-US developed and emerging markets. With investor appetite gravitating toward domestically oriented companies, smaller-cap stocks outperformed mid and large caps. Value names outperformed in small cap, but growth stocks beat in mid and large. Core bonds were slightly negative while convertibles posted healthy positive returns, […]
5 years ago