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Vaughan Nelson Investment Management

Chris D. Wallis, CFA®, CPA

CEO, CIO, Senior Portfolio Manager

Vaughan Nelson Investment Management

Chris Wallis is Chief Executive Officer, Chief Investment Officer, and a Senior Portfolio Manager at Vaughan Nelson Investment Management. He serves on the portfolio management team and as a member of the firm’s Management Committee.

Mr. Wallis joined the firm in 1999 and was previously employed by Simmons & Company International and Coopers & Lybrand, L.L.P. He has over 25 years of investment management, financial analysis, and accounting experience.

Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business School. He is a CFA® charterholder and a member of the CFA Society of Houston.

Funds managed

Natixis Vaughan Nelson Mid Cap ETF
Ticker
VNMC
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
$4.34 million
as of 07/19/2024
Morningstar category
Mid-Cap Blend
Natixis Vaughan Nelson Select ETF
Ticker
VNSE
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.
Total net assets
$32.40 million
as of 07/19/2024
Morningstar category
Large Blend
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
$256.29 million
as of 07/19/2024
Morningstar category
Mid-Cap Blend
Vaughan Nelson Select Fund
Ticker
VNSYX
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.
Total net assets
$761.58 million
as of 07/19/2024
Morningstar category
Large Blend
Vaughan Nelson Small Cap Value Fund
Ticker
NEJYX
High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$1.15 billion
as of 07/19/2024
Morningstar category
Small Blend

Vaughan Nelson Investment Management

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

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