Archives of VIDEO

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 […]
4 years ago

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 […]
4 years ago

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 […]
4 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

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