Vaughan Nelson Investment Management

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

Founded

1970

Headquartered

Houston, TX, USA

Expertise

Actively managed us, international and emerging market equity and fixed income

AUM

USD 18.1B as of March 31, 2024

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Focus on targeted return.

Seek investments which the team believes have the ability to generate a double-digit return over three years.

Trading time for value.

A longer time horizon allows the team to exploit short-term volatility and poor price discovery.

Investment process

Undervalued earnings growth

Future redeployment of capital is not reflected in current valuation.

Undervalued asset

Asset price at a significant discount. Identified catalyst to close valuation gap.

Undervalued dividend yield

High secure dividend yield, typically 10% or higher.

Risk management

The investment team focuses beyond sector and factor exposure to gain a view of a portfolio’s positioning and biases. Their factor-based risk analysis is used when constructing portfolios to better understand what active positions are in those selections and any unintentional exposures that may come through when constructing a bottom-up portfolio.

Funds

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.

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High-conviction US stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

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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.

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High-conviction international small cap stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

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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.

View fund details

High-conviction US stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

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High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

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Learn more about our affiliate asset managers or a specific investment strategy.

Assets under management (“AUM”) as of March 31, 2024. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

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Approach

Focus on targeted return.

Trading time for value.

Investment process

Undervalued earnings growth

Undervalued asset

Undervalued dividend yield

Risk management

Funds

Got questions?