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.
We are passionate about promoting gender diversity in investment management. An encouraging trend, some institutional investors and their advisors are also embracing this topic. Wilshire Consulting, an influential investment consultant with approximately $7 trillion in assets under advisement, recently announced a new initiative “aimed to deliver fresh perspectives to client portfolios and promote manager diversity.” […]
Meredith Jones, author of Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), has compiled an infographic with seven ways to encourage more women in the investing industry. From fostering work-life balance for all employees, developing a policy around discrimination and harassment, leaning in to develop talented young […]
January 25, 2018. The CFA Society of Las Vegas and Finance Department of UNLV invites Catherine Nicholas to share her philosophy on investing in dynamically growing small- and mid-cap companies and current outlook on the capital markets.
Emerging Manager Monthly covers launch of Healthcare Fund. The interesting part with healthcare is that you need to follow these companies deeply because they’re catalyst-driven and the market is constantly changing, which is hard for generalists to get right.
Meredith Genova joins Nicholas Investment Partners Nicholas Investment Partners is pleased to announce the addition of Meredith Genova as Senior Client Service and Marketing Officer on June 20, 2016. Meredith brings 19 years of experience working with institutional investment consultants, financial services firms sponsoring sub‐advised funds, endowments and foundations and other institutional investors. She also […]
Nicholas Investment Partners adds to Investment Team On behalf of Nicholas Investment Partners, we are pleased to announce the addition of Lisa Wheatley as a Senior Research Analyst and the 7th member of our investment team. Lisa will be contributing her 13 years of financial analysis experience and contacts to the investment team’s fundamental research […]