Paul Johnson

Paul Johnson runs Nicusa Investment Advisors, an advisory firm focused on helping CEOs and boards of directors deal with operational and financial strategy, capital allocation, shareholder value creation, and corporate communications. Johnson applies his 35 years of experience as an investment professional and his 25 years as a business school professor to help senior managers address these critical strategic issues. He is the founding partner and investment manager of Nicusa Capital Partners, a private investment partnership that he started in 2003. As an investor, he has invested in virtually all sectors of the economy. Prior to founding Nicusa, Johnson was a managing director in the equity research department of Robertson Stephens. He analyzed all sectors of the technology industry in his 20 years as a sell-side research analyst and has participated in more than 100 venture capital investments and investment banking transactions in his career. He is an adjunct professor at the Gabelli School of Business, where he teaches Value Investing, and a fellow to the Gabelli Center for Global Security Analysis. Johnson received the Gabelli School of Business’ graduate-level Dean’s Award for Faculty Excellence in April 2017. He is co-author, with Paul Sonkin, of Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street and is a contributing annotator to The Most Important Thing, Illuminated, by Howard Marks; co-author of the history of value investing in Columbia Business School: A Century of Ideas, a book celebrating the school’s 100-year anniversary; and co-author of The Gorilla Game: Picking Winners in High Technology, which reached BusinessWeek’s best-seller list and was the number one best-selling investment book on Amazon for several weeks in 1998. Johnson has an M.B.A. in finance from the executive program at the Wharton School of the University of Pennsylvania and a B.A. in economics from the University of California, Berkeley.