Nicholas Investment Partners, L.P.
Independent, employee-owned, and majority women-owned investment boutique specializing in dynamic, less efficient markets, particularly US small- and mid-cap equities and convertible bonds.
2006
Employee-owned
Moderate risk tolerance with active risk management techniques.
Rancho Santa Fe, Ca, United States
About
Mission
Our investment philosophy is rooted in the belief that change creates opportunity.
Values
Alignment with client interests, community involvement, and a disciplined, forward-looking growth strategy.
Participant Demographics
Institutional and private wealth clients.
Track Record
Team Experience
Over 35 years of experience in investment management, led by Catherine Nicholas.
Notable Achievements
Managing US small-cap and NicTech portfolios successfully.
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Rancho Santa Fe, Ca, United States
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