General Investing >> Money Manager Interviews >> October 4, 2004


DAVID O. NICHOLAS, CFA, is the President and Chief Investment Officer of Nicholas Company, Inc., and the Portfolio Manager of Nicholas II and Limited Edition Funds, the mid-cap growth and small cap growth funds. Mr. Nicholas joined Nicholas Company in 1986 and became President in 1998. He has been the Portfolio Manager for Nicholas II and Limited Edition since 1993. He also serves as co-Manager of Nicholas Fund and Nicholas Equity Income Fund. He graduated from Hartland Arrowhead High School and earned his Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1983. Upon graduation he became employed by First Wisconsin bank as a credit analyst, and concurrently earned his Master's degree in Finance and Investments at the University of Wisconsin-Milwaukee in 1986. Mr. Nicholas is married to wife Lori, who earned an Actuarial Science degree from UW 'Madison. They have one daughter, Katie. When not working, he enjoys golf, basketball, coaching, reading and skiing. Profile
TWST: Would you start with a brief history of your company and your

responsibilities there?

Mr. Nicholas: Nicholas Company is an independent, family-owned business

that was founded in 1967