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Nicholas Limited Edition Fund Class Institutional (NCLEX)

Fundos EUA

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28,21 -0,11 -0,39%

25/06 - Atraso dados. Moeda em USD ( Declaração de Riscos )

Tipo: Fundo

Mercado: E.U.A.

Emissor: Nicholas

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 444,03M

Nicholas Limited Edition Fund Class Institutional - Vista Geral

Nesta página encontrará um perfil aprofundado de Nicholas Limited Edition Fund Class Institutional. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de NCLEX, e mais.

Categoria

Small Growth

Ativos Totais

444,03M

Despesas

0,85%

Data de Início

31915

Informações de Contacto

Endereço Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States

Telefone +1 8005446547

Web www.nicholasfunds.com

Principais Executivos

Nome	Título	Desde	Até
Ryan P Bushman	Senior Research Analyst and Portfolio Manager	2021	Agora
Biografia	Ryan joined Nicholas Company in October 2020 as a senior research analyst. Ryan was named co-portfolio manager of Nicholas Limited Edition, Inc. effective February 2021. Ryan is a generalist analyzing companies across all capitalizations with an emphasis on small- and mid-cap stocks in the health care and industrial sectors. Previously, Ryan was a Co-Portfolio Manager and Research Analyst at Rice Hall James & Associates in San Diego, CA for 3 years covering the consumer and health care sectors. Other sectors of coverage included industrials and information technology. Ryan began his career in the investment industry in 2000 at M&I Investment Management Corp. as a financial auditor and trade coordinator and held various analyst positions from 2003 to 2007 at the company as it was acquired by BMO Asset Management advancing to the role of Equity Analyst and Director for the BMO Small-Cap Growth and Mid-Cap Growth products for nine years. Ryan earned a B.B.A. with an emphasis on Finance from UW-Whitewater and graduated magna cum laude from Marquette University earning an M.B.A. with an emphasis in Finance. He has earned the right to use the CFA designation and is currently a member of the CFA Society Milwaukee.
David O. Nicholas	CEO, President, CIO, Portfolio Manager	1993	Agora
Biografia	Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.
Neal Dihora	Co-Portfolio Manager	2016	2020
Biografia	Dihora initially joined Wasatch Advisors Inc. in 2002 and worked for a year as a senior equities analyst. He then went to Nicholas Company Inc. as a research analyst and rejoined Wasatch in 2006. Mr. Neal Dihora has been Co-Portfolio Manager and joined Nicholas as a senior research analyst in June 2015. Dihora holds the Chartered Financial Analyst designation.
Albert O. Nicholas	President, Founder	1987	1993
Biografia	Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation.

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Cotações Recentes

	Nome	Custo	Variação	Var. %
	Nicholas Limited .	28,21	-0,11	-0,39%