AFFILIATED INVESTMENT MANAGERS

Vaughan Nelson Investment Management

  • Founded:  1970
  • Headquartered:  Houston, TX, USA
  • Expertise:  US equity investments
  • AUM: $11.1B as of June 30, 2018

Vaughan Nelson Investment Management specializes in US equities with a focus on targeted return. The firm employs a bottom-up, fundamental research process to capitalize on temporary information and liquidity inefficiencies in equities markets. The firm’s long-term, consistent approach draws on in-depth research and consistent process across all market capitalizations.

Net asset value as of June 30, 2018. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

Funds

Vaughan NelsonSelect Fund

High-conviction value stock fund that seeks significant returns using flexibility across market cap, style and other investment types.

  • $198.46 million Total Net Assets (as of 10/19/2018)
  • Large Growth Morningstar Category™

Vaughan NelsonSmall Cap Value Fund

High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

  • $175.64 million Total Net Assets (as of 10/19/2018)
  • Small Blend Morningstar Category™

Vaughan NelsonValue Opportunity Fund

High-conviction small/mid-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.