BOSTON and HOUSTON, June 29, 2022 – Natixis Investment Managers (Natixis IM) and Vaughan Nelson Investment Management (Vaughan Nelson), today celebrated the 10-year anniversary of the Vaughan Nelson Select Fund (VNSYX), an active, high-conviction equity mutual fund. The Fund is among the $14.7 billion managed by Vaughan Nelson, a Houston-based affiliate of Natixis IM, which has more than $1.3 trillion of assets under management (AUM) globally.
Launched on June 29, 2012, the Vaughan Nelson Select Fund is a high-active share, concentrated portfolio of equity stocks that seeks to capitalize on information and liquidity inefficiencies in the large cap universe to pursue strong risk adjusted returns for investors. The fund’s management team deploys a rigorous bottom-up research process to identify companies that offer the potential for asymmetrically positive returns driven by idiosyncratic factors.
“At Vaughan Nelson, we invest with the mindset of offsetting our clients’ future liabilities and we do so in a fundamental, bottom up, research driven, high active share, concentrated, factor diversified manner,” said Chris Wallis, CFA® and CPA, CEO and CIO of Vaughan Nelson Investment Management and senior portfolio manager. “While the Vaughan Nelson Select Fund typically holds 30 stocks or less, its level of risk factor diversification compares favorably with the S&P 500® Index which has declined over time due to a high level of concentration and similarities among the largest S&P 500 names.”
Scott Weber, CFA®, Senior Portfolio Manager of equity investments, has been the lead manager on the Fund since inception alongside co-portfolio manager Wallis. To provide flexibility and choice for investors, the fund’s strategy is also available through an ETF (VNSE) and, for eligible financial advisors and their clients, in separately managed accounts offered by Natixis Investment Managers.
“Vaughan Nelson has been serving investors for more than 50 years, and this milestone is a testament to their focus on generating long-term value for clients while staying true to their unique approach and perspective,” said David Giunta, CEO for the US at Natixis Investment Managers. “Vaughan Nelson and the Select Fund exemplify Natixis Investment Managers’ focus on providing access to a wide range of high-conviction, actively managed investment strategies that seek to provide superior returns for investors.”