Nicholas Limited Edition Fund Class N(NNLEX)

美國基金

從投資組合中新增/移除新增至觀察名單

24.830 -0.210 -0.84%

14/06 - 關閉. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Nicholas

資產類別: 股票

晨星評級:
總資產: 20.46M

NNLEX綜觀

你可在本頁找到深入的Nicholas Limited Edition Fund Class N公司檔案，包括NNLEX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Small Growth

總資產

20.46M

費用

1.17%

基金成立

2005年2月28日

聯絡資訊

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

電話 +1 8005446547

網絡 www.nicholasfunds.com

主要管理層

名稱	主旨	成立於	直至
Ryan P Bushman	Senior Research Analyst and Portfolio Manager	2021	now
自傳	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	now
自傳	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
自傳	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
自傳	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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