Archives of VIDEOS

Capitalizing on Disruptive Technologies

(6:20) Monika Garg, Senior Research Analyst and Technology Specialist, highlights key disruptive technologies that are driving forces behind a fast-evolving global digital economy. Disruption is being felt across industries, changing how businesses and consumers interact, and increasing the breadth of investment opportunities. We believe the speed of change and large opportunity set provides fertile ground for […]

Creative Application of Technology Sparking Innovation and Disruption Across Small- and Mid-Cap Companies

(6:09) Catherine Nicholas, Managing Partner/CIO and Lead Portfolio Manager, discusses Nicholas Partners’ approach to investing in companies ignited by positive change, often sparked by innovation and disruption. In an environment of slowing global growth, we believe investors should seek out companies that can control their own destiny, to some extent. Our portfolios are dominated by […]

Innovations in Healthcare and Their Resulting Investment Opportunities

(4:16) Lisa Wheatley, Portfolio Manager/Senior Research Analyst, highlights some of the rapid innovations that we believe are accelerating the pace of medical breakthroughs, improving patient outcomes, and driving secular growth in many healthcare sub-sectors, e.g., more genetically targeted oncology, gene therapy to treat rare diseases, synthetic biology, and the cross-over of big-data harnessing techniques into […]