chris-d.-wallis

Chris D. Wallis, CFA®, CPA®

CEO, CIO, Senior Portfolio Manager
Vaughan Nelson Investment Management

Chris Wallis is Chief Executive Officer, Chief Investment Officer, and a Senior Portfolio Manager at Vaughan Nelson Investment Management. He serves on the portfolio management team and as a member of the firm’s Management Committee.

Mr. Wallis joined the firm in 1999 and was previously employed by Simmons & Company International and Coopers & Lybrand, L.L.P. He has over 25 years of investment management, financial analysis, and accounting experience.

Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business School. He is a CFA® charterholder and a member of the CFA Society of Houston.

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Funds Managed

Vaughan NelsonSelect Fund

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

  • $229.68 million Total Net Assets (as of 02/14/2020)
  • 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.

  • $111.54 million Total Net Assets (as of 02/14/2020)
  • 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.

  • $370.57 million Total Net Assets (as of 02/14/2020)
  • Mid-Cap Blend Morningstar Category™