Chad D. Fargason is a Senior Portfolio Manager at Vaughan Nelson Investment Management. He joined the company in 2013. Prior to Vaughan Nelson, Chad was a director with KKR & Co, LP; a senior vice president with El Paso Corporation; and a project leader with the Boston Consulting Group. He has over 20 years of investment management and research experience.
Chad has a BA from Rice University and both an MA and a PhD from Duke University.
Vaughan Nelson Investment Management
Specializes in mid-cap, all-cap, and small-cap equity strategies.
Funds managed
Natixis Vaughan Nelson Mid Cap ETF
Ticker
VNMC
High-conviction US mid-cap 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
$4.17 million
as of 06/28/2024
Morningstar category
Mid-Cap Blend
Vaughan Nelson Mid Cap Fund
Ticker
VNVYX
High-conviction US mid-cap 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
$243.71 million
as of 06/28/2024
Morningstar category
Mid-Cap Blend
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A. This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.
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