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Vaughan Nelson Investment Management

Sundeep Khanna, CFA®

Vice President – US

Vaughan Nelson Investment Management

Sundeep Khanna, CFA®, is a Portfolio Manager for US Equities at Vaughan Nelson Investment Management. He has more than 19 years of investment management and financial analysis experience.

Prior to joining Vaughan Nelson in 2020, he worked for Carlson Capital as a Portfolio Manager – Consumer and, in a previous role, as an analyst. He also served as an investment banking analyst at Citigroup.

Sundeep received a B.S. in Electrical and Computer Engineering from the University of Texas and is a Chartered Financial Analyst. He is also a member of the CFA Institute.

Fund managed

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
$244.42 million
as of 02/10/2025
Morningstar category
Mid-Cap 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.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

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