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.

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  • 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.
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