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Vaughan Nelson Investment Management

Adam Rich, CFA

Deputy CIO, Portfolio Manager

Vaughan Nelson Investment Management

Adam Rich is a Portfolio Manager with Vaughan Nelson with more than 13 years of investment management and research experience. Prior to joining the firm in 2016, he conducted equity analysis for Visium Asset Management. Prior to that, he worked at Hotchkis & Wiley Capital and Goldman Sachs & Co. In addition to being a CFA® charterholder, Adam holds a Bachelor of Science in business management from Brigham Young University.

Funds managed

Vaughan Nelson Emerging Markets Fund
Ticker
ADVMX
High-conviction emerging markets stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$42.14 million
as of 04/23/2025
Morningstar category
Diversified Emerging Mkts
Vaughan Nelson International Fund
Ticker
ADVLX
High-conviction international stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$29.33 million
as of 04/23/2025
Morningstar category
Foreign Large Blend

Vaughan Nelson Investment Management

Specializes in mid-cap, all-cap, and small-cap equity strategies.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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