Nicolas Falkinhoff

Nicolas (Nico) Falkinhoff is an Associate Portfolio Manager and Equity Research Analyst at JAG Capital Management, LLC, based in Chicago, IL. In his current role, he contributes to portfolio construction, security selection, and thematic research within the firm’s actively managed equity strategies, collaborating with teams in both St. Louis and Chicago.

Falkinhoff’s investment focus spans renewable energy, industrials, and technology sectors, with a particular emphasis on companies driving the transition to clean energy such as solar and wind infrastructure, power inverter manufacturers, and related supply chain firms. He regularly authors and contributes to JAG’s investment insights, offering research on market trends and actionable opportunities in areas like solar panel manufacturing and grid modernization.

Prior to joining JAG Capital Management as an Equity Research Analyst in 2018, Falkinhoff held a practicum consulting position at Bamboo Equity Partners. He holds a Master of Science in Finance from Washington University in St. Louis’s Olin Business School and a Bachelor of Arts in Economics from Georgia College and State University, underpinning his rigorous analytical approach and expertise in equity fundamental analysis.