AFFILIATED INVESTMENT MANAGERS

Vaughan Nelson Investment Management

  • Founded:  1970
  • Headquartered:  Houston, TX, USA
  • Expertise:  US equity investments
  • AUM: USD 10.5B as of September 30, 2019

Vaughan Nelson Investment Management specializes in US, international and emerging market 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 equity markets. The firm’s long-term, consistent approach draws on in-depth research and a similar investment process across all geographic regions and market capitalizations.

Net asset value as of September 30, 2019. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

Funds

Vaughan NelsonEmerging Markets Opportunities Fund

High-conviction emerging markets stock fund that seeks significant returns by investing in stocks of companies with undervalued assets, growth, or dividends.

  • $25.05 million Total Net Assets (as of 01/23/2020)
  • Diversified Emerging Mkts Morningstar Category™

Vaughan NelsonInternational Small Cap Fund

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

  • $16.24 million Total Net Assets (as of 01/23/2020)
  • Foreign Small/Mid Value Morningstar Category™

Vaughan NelsonSelect Fund

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

  • $231.42 million Total Net Assets (as of 01/23/2020)
  • Large Blend 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.

  • $114.52 million Total Net Assets (as of 01/23/2020)
  • 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.