I'm wondering if anyone has thoughts to share on the Nicholas Fund, or perhaps the Nicholas II fund? I don't see that it has been profiled by MFO, but perhaps there has been an earlier thread. The firm has a strong long-term track record and low expenses, but Nicholas Sr. is no spring chicken. I'm wondering how much confidence should be placed in Jr. and the rest of the team, given that my timeline is something like "infinity." I also have some doubts in Valeant, the fund's top holding.
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Risk/return metrics across various time frames, as of Oct 2015...
Nicholas II is a 20 year GO,,,