Vaughan Nelson manages high-conviction, high active share portfolios – all of which follow the same value-oriented investment approach and belief that temporary inefficiencies and time arbitrage create long-term opportunities. The firm manages equity strategies across market capitalizations and domestic fixed income – offered in a variety of investment types, including mutual funds, ETFs, separately managed accounts, and collective trusts.
“We believe investing is about offsetting future obligations, not just having market exposure.”
– Chris D. Wallis, CFA®, CEO, CIO and Senior Portfolio Manager
