![Allan C. Nichols](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Allan C. Nichols
Gestionnaire de Portefeuille-Actions chez
Clifford Capital Partners LLC
Profil
Mr. Allan C.
Nichols, CFA MBA, is a Portfolio Manager & Equity Partner at Lone Peak Global Investors LLC.
Prior to joining Clifford in 2019, Mr. Nichols spent fifteen years at Morningstar as a Senior Equity Analyst with a focus on Europe, living in the Netherlands for three years to establish the firm’s European office for equity analysts.
Before joining Morningstar he was a Senior Equity Analyst and Portfolio Manager at Kirr, Marbach & Co., working on the firm’s international equity team.
In addition to his years of experience in equity portfolio management and analysis, he also volunteered for two years in Southeast England with an international non-governmental organization.
He graduated from the University of Utah with a B.S.
in Finance with an emphasis in investments and received his M.B.A. from Indiana University with an emphasis in Finance and Economics.
He holds the Chartered Financial Analyst designation.
Postes actifs de Allan C. Nichols
| Sociétés | Poste | Début |
|---|---|---|
Clifford Capital Partners LLC
 Clifford Capital Partners LLC Investment ManagersFinance Lone Peak Global is a disciplined institutional bottom-up value investor which aims to create concentrated high active share portfolios and seeks to invest in companies that have intrinsic values above their current market price. They primarily invest in common stocks in their proprietary investment strategies. | Gestionnaire de Portefeuille-Actions | 01/03/2023 |
Anciens postes connus de Allan C. Nichols
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 01/06/2019 |
Morningstar Holland BV
 Morningstar Holland BV Investment ManagersFinance Provides investment research | Analyst-Equity | 01/05/2017 |
Kirr, Marbach & Co. LLC
 Kirr, Marbach & Co. LLC Investment ManagersFinance KM uses value investing on the equity or stock investment side of their business. The firm relies primarily on their own fundamental research to identify attractive candidates for investment and uses several proprietary and non-proprietary sources, including computerized fundamental databases, brokerage and other industry contacts and management interviews. On the fixed income side of their business, KM utilizes defined maturity ETFs instead of individual fixed income securities. | Analyst-Equity | - |
Indiana University Foundation, Inc.
 Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides financial support to education and charitable causes | Corporate Officer/Principal | - |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Formation de Allan C. Nichols
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance KM uses value investing on the equity or stock investment side of their business. The firm relies primarily on their own fundamental research to identify attractive candidates for investment and uses several proprietary and non-proprietary sources, including computerized fundamental databases, brokerage and other industry contacts and management interviews. On the fixed income side of their business, KM utilizes defined maturity ETFs instead of individual fixed income securities. | Finance |
Indiana University Foundation, Inc.
Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides financial support to education and charitable causes | Miscellaneous |
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
Clifford Capital Partners LLC
Clifford Capital Partners LLC Investment ManagersFinance Lone Peak Global is a disciplined institutional bottom-up value investor which aims to create concentrated high active share portfolios and seeks to invest in companies that have intrinsic values above their current market price. They primarily invest in common stocks in their proprietary investment strategies. | Finance |
Morningstar Holland BV
Morningstar Holland BV Investment ManagersFinance Provides investment research | Finance |
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