Vaughan Nelson Select: The Why, How, What
The Vaughan Nelson Select strategy takes a concentrated, active approach to equity opportunities.
Vaughan Nelson Select: The Three Whys
Vaughan Nelson CEO Chris Wallis speaks to how the firm’s nuanced active approach to equities can help uncover portfolio opportunities
Vaughan Nelson Select: The Process
PM Scott Weber talks about Vaughan Nelson’s risk-managed, research-based process of concentrated stock selection and active management.
- The Vaughan Nelson Select Strategy implements a targeted return approach, overlapping a concentrated equity portfolio of large-cap assets in the United States.
- The strategy takes a concentrated approach, which utilizes the strength of Vaughan Nelson’s fundamental bottom-up security analysis combined with macro-informed and fundamental factor considerations.
- Unlike passively managed equity strategies, Vaughan Nelson Select prioritizes risk management and stock selection, seeking to perform for shareholders through various market cycles.