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 […]
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, […]
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 […]
Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, will be sharing her insights on innovation in the healthcare industry at the DC Finance organized Annual East Coast Family Office Conference, October 25, at The Union League Club in New York. 200 Single Family Office Executives and Ultra High Net Worth family members, representing […]
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 […]
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, […]
Portfolio manager and healthcare specialist Lisa Wheatley sat on the “Wall Street Insights” panel at the NASDAQ/NIRI San Diego IR Summit on Thursday, June 28. WD-40 CEO Garry Ridge was a keynote speaker on the topic, “Building Your Tribe – Fostering a Culture of Leadership from Within”. This event was held at WD-40’s new headquarters […]
May 23, 2018, Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, shared her insights on the healthcare market at the CFA Society of Los Angeles and CAIA 2018 Hedge Fund Symposium. The event also featured an allocator’s panel with representatives from The Broad Foundations, JP Morgan’s Private Bank, PAAMCO, Pepperdine University and UCLA.
Global markets ended lower in the first quarter. US equities started the year strong, boosted by strong economic growth and robust earnings, but retreated in February and March. Most noteworthy was a return in equity market volatility, as measured by the CBOE VIX Index, which hit its highest level since August 2015. Against this backdrop, […]
March 15, 2018. The Masters in Finance Program at the Rady School of Management at UCSD invites Catherine Nicholas to share her philosophy on investing in dynamically growing small- and mid-cap companies and current outlook on the capital markets.