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MFWire: Nicholas Funds
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Nicholas Company Inc
700 North Water Street
Suite 1010
Milwaukee, WI  53202
Google Maps

Main Phone: 414-272-4650
Web Site: http://www.nicholasfunds.com

Mutual Fund Brand(s)
Nicholas Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Albert Owen "Ab" Nicholas founded Nicholas Company in 1967, after working with Northwest Insurance Company and M&I Bank. He debuted his flagship Nicholas Fund in 1969, with a minimum investment of $500 (which remains unchanged as of 2016).

    By 2016, the independent, Milwaukee, Wisconsin-based mutual fund shop had six strategies and $6.1 billion in AUM.

    Nicholas, a former college basketball star who after graduating chose the Army over the NBA, famously eschewed advertising his fund firm, preferring to let their performance speak for itself. His eponymous fund firm takes a long-term, fundamental, growth-oriented approach.

    Nicholas led his firm and co-PMed his flagship fund up until his death on August 4, 2016 at the age of 85. Nicholas' son, president and CIO David O. Nicholas, succeeded his father as CEO.
    Nicholas Company Inc logo

    Sponsored Opportunities

    Key People:
    David Nicholas
    CEO, President, Chief Investment Officer, PM, Nicholas Company
    David Johnson
    Executive Vice President , Nicholas Company
    Jeffrey May
    Chief Financial Officer, Chief Compliance Officer, Executive Vice President, Nicholas Funds
    Story Archive for Nicholas Company Inc
    Published On Story Headline Publication
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    12/30/2016 In Memoriam 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    8/30/2016 A Midwestern Mutual Fund Entrepreneur Dies at 85 MFWire.com
    8/30/2016 Filings for Fundsters - August 30, 2016 MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    4/29/2013 WSJ Shouts Out to Funds that Ignore that Long-Term MFWire.com
    4/8/2013 LATimes Gives a Milwaukee Fund a Shout-Out MFWire.com
    4/13/2012 Is Isolation Milwaukee's Mutual Fund Secret? MFWire.com
    10/7/2010 S&P Names Mutual Fund Award Finalists MFWire.com
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