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Vaughan Nelson Investment Management

Kevin A. Ross, CFA

Senior Portfolio Manager

Vaughan Nelson Investment Management

Kevin A. Ross is a Senior Portfolio Manager with Vaughan Nelson with more than 15 years of investment management and research experience. Prior to joining the firm, he served as SVP and portfolio manager at Advisory Research Investment Management. Kevin has served previously as an international equity analyst at Driehaus Capital Management and as a senior research associate at Raymond James with a focus on the real estate industry.

Kevin holds a BSBA in finance and international business from Washington University in St. Louis and an MBA from the University of Chicago Booth School of Business. He is also a CFA® charterholder.

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
$41.39 million
as of 04/22/2025
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
$28.80 million
as of 04/22/2025
Morningstar category
Foreign Large Blend

Vaughan Nelson Investment Management

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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