Select your local site for products and services by region

Americas
Latin America
United States
United States Offshore
Asia Pacific
Australia
Hong Kong
Japan
Singapore
Europe
Austria
France
Germany
Italy
Spain
United Kingdom
Location not listed?
International
Center for Investor Insight
Founded in 2010, the Natixis Center for Investor Insight is a global research initiative focused on the critical issues shaping today’s investment landscape.
Community Involvement
Community involvement
We believe it’s our civic responsibility to help improve the quality of life in the communities where we live and work.

Vaughan Nelson Investment Management

Specializes in mid-cap, all-cap, and small-cap equity strategies.

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
Vaughan Nelson Investment Management
Founded
1970
Headquartered
Houston, TX, USA
Expertise
Actively managed us, international and emerging market equity and fixed income
AUM
USD 18.3B as of September 30, 2024
Visit website

Approach

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.

Risk management graphic

Funds

Vaughan Nelson U.S. Select Equity Fund
Vaughan Nelson Global Smid Cap Equity Fund

Got questions?

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.

1613246.10.1