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

US$ 18.30 Billion as of September 30, 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 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.

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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 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 September 30, 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?