Specialized Investment Managers, Diverse Investment Expertise
AFFILIATED INVESTMENT MANAGERS
Vaughan Nelson Investment Management
- Founded: 1970
- Headquartered: Houston, TX, USA
- Expertise: US equity investments
- AUM: USD 10.1B as of December 31, 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 December 31, 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.
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.
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.
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Equity Investing in the Current Environment
It’s a Small Cap World: Seeking Value in a Momentum-Driven Market
Decade Day: Vaughan Nelson Value Opportunity Fund Marks Anniversary
What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing
Are Mid-Caps the New Small-Caps?
Is the Return of Volatility an Opportunity for Active Managers?
Challenges Facing Passive Investing Strategies