Archives of ALL POSTS

Capitalizing on Disruptive Technologies

(6:20) Monika Garg, Senior Research Analyst and Technology Specialist, highlights key disruptive technologies that are driving forces behind a fast-evolving global digital economy. Disruption is being felt across industries, changing how businesses and consumers interact, and increasing the breadth of investment opportunities. We believe the speed of change and large opportunity set provides fertile ground for […]

Creative Application of Technology Sparking Innovation and Disruption Across Small- and Mid-Cap Companies

(6:09) Catherine Nicholas, Managing Partner/CIO and Lead Portfolio Manager, discusses Nicholas Partners’ approach to investing in companies ignited by positive change, often sparked by innovation and disruption. In an environment of slowing global growth, we believe investors should seek out companies that can control their own destiny, to some extent. Our portfolios are dominated by […]

Innovations in Healthcare and Their Resulting Investment Opportunities

(4:16) Lisa Wheatley, Portfolio Manager/Senior Research Analyst, highlights some of the rapid innovations that we believe are accelerating the pace of medical breakthroughs, improving patient outcomes, and driving secular growth in many healthcare sub-sectors, e.g., more genetically targeted oncology, gene therapy to treat rare diseases, synthetic biology, and the cross-over of big-data harnessing techniques into […]

2Q:2019 Quarterly Update – Stocks Strong, But Slower Growth Ahead

MARKETS Stocks were strong in the second quarter. Investors pushed prices higher even as the economic environment became less encouraging. Two factors were primarily responsible for the bullish sentiment: The Federal Reserve raised the possibility that it might cut interest rates for the first time since December 2008. Anticipation rose that the US and China […]

1Q:2019 Quarterly Update – Investors Cheered as the Fed Turned Dovish

MARKETS Investors cheered as the Fed turned dovish. Stocks enjoyed a vigorous turnaround in the first quarter after enduring painful performance and sinking sentiment in last year’s fourth quarter. Fed chairman Jerome Powell pivoted from endorsing further interest-rate hikes in December to proclaiming “patience” in January as the Fed’s new guiding principle for monetary policy. […]

Nicholas Hires Technology Research Specialist  

  RANCHO SANTA FE, CA, March 13, 2019 — Nicholas Investment Partners, L.P. (“Nicholas Partners”) is pleased to announce the addition of Monika Garg as Senior Research Analyst specializing in technology. Ms. Garg brings 9 years of research experience to her role plus over 10 years of industry experience as a semiconductor design and software engineer. […]

Blockchain, Distributed Systems and AI in the Shared Economy 2019

It has been a year since we started writing about what blockchain means for the future economy and our technology investments. One of my more memorable moments of 2018 was hearing UC Berkeley professor Dr. Dawn Song say: “Blockchain frees AI, and AI can help blockchain reach its full potential.” When we think about how […]

4Q:2018 Quarterly Update – Investor Worries Overwhelmed Fundamentals

MARKETS AND PERFORMANCE Investor worries overwhelmed fundamentals. A combination of worrisome factors—any one or two of which would normally be sufficient—drove stocks downward during the fourth quarter. The US trade war with China persisted. Global economic growth decelerated, particularly in China, sparking fears of corporate earnings declines, supply chain disruption and, potentially, a US recession. […]

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,” […]