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Large Cap
Mid/Small Cap
Bonds/Fixed Income
Concentrated Stock Positions
Our Investment Strategy

Experience, independent research, and a long-term view.

When you work with Nicollet Investment Management, you take advantage of an independent research-driven investment process developed by our experienced investment managers. We thoroughly investigate each investment prior to buying for your portfolio.

Our collective experience provides us with knowledge of many public companies that we use every day in making decisions. Our approach to investments is to take a long-term view. This does not mean we hold every investment for a long period of time. Rather, we look to invest in businesses that have many years of projected growth.

Our rigorous direct research discovers companies whose stocks will provide long-term capital appreciation for our clients' portfolios. We invest in companies and avoid trading stocks.

When do we buy stocks?

We buy the stocks of companies we believe have many years of growth ahead of them. However, good investments require more than growth. We look for key factors such as growing products or markets, above average returns on invested capital, and strong free cash flow. All these factors are integrated with a strong price discipline that leads us to buy well-positioned companies when their stocks are reasonably priced.

When do we sell stocks?

Inevitably, some stocks do better than expected and some disappoint, but appearances and market fluctuations can be deceiving. Our valuation techniques help us keep focused on the value of the long-term opportunity for a business.

We typically sell a stock when we see a company is struggling to meet its long-term growth or profitability expectations. We also sell when the stock price hits our price targets. In our opinion, it is always a good idea to sell a winner when expectations get too high. Finally, we will sell or trim a stock that becomes a disproportionately large part of your portfolio in order to maintain diversity.

Learn about how we choose large-cap stocks and mid- and small-cap stocks.

Learn about our strategy for bonds and fixed incomes.

Find out how we transition concentrated stock positions.