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Dennis holds a Bachelor of Science from the United States Military Academy and a Master of Business Administration from Harvard Business School. He is a CFA\u00ae<\/sup> charterholder and a member of the CFA Society of Houston.","managed_since_year":"2008","joined_firm":"2006","invest_career_start":"1995","full_bio_link":"\/us\/bio\/dennis-g-alff"},"2":{"name":"Chad D. Fargason, PhD","title":"Senior Portfolio Manager \u2013 Equity Investments","headshot":{"img_name":"fargason-chad-0422","format":"jpg","size":"96x96","name":"Chad D. Fargason"},"description":"Chad D. Fargason is a Senior Portfolio Manager at Vaughan Nelson Investment Management. He joined the company in 2013. Prior to Vaughan Nelson, Chad was a director with KKR & Co, LP; a senior vice president with El Paso Corporation; and a project leader with the Boston Consulting Group. He has over 20 years of investment management and research experience.

Chad has a BA from Rice University and both an MA and a PhD from Duke University.","managed_since_year":"2013","joined_firm":"2013","invest_career_start":"2000","full_bio_link":"\/us\/bio\/chad-d-fargason"},"3":{"name":"Chris D. Wallis, CFA®<\/sup>, CPA","title":"CEO, CIO, Senior Portfolio Manager","headshot":{"img_name":"wallis-chris-0422","format":"jpg","size":"96x96","name":"Chris D. Wallis"},"description":"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\u2019s 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. 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    \r\n
  • To pursue potentially strong risk-adjusted returns from a research-driven value strategy.<\/li>\r\n
  • To gain exposure to undervalued mid-cap companies.<\/li>\r\n
  • For investors searching for active management expertise.<\/li>\r\n<\/ul>","investment_strategy":"
      \r\n
    • Vaughan Nelson seeks to take advantage of temporary information and marketplace inefficiencies across the market capitalization range to find opportunities to invest in companies at valuations materially below their long-term intrinsic value.1<\/sup><\/li>\r\n
    • Managers follow a research-intensive process emphasizing balance sheets and cash flow-based projections.<\/li>\r\n
    • The team defines value in three ways and seeks to diversify across company types:<\/li>\r\n<\/ul>\r\n

      Undervalued Earnings Growth:<\/strong><\/p>\r\n

        \r\n
      • Future redeployment of capital is not reflected in current valuation.<\/li>\r\n<\/ul>\r\n

        Undervalued Assets:<\/strong><\/p>\r\n

          \r\n
        • Priced at a discount to asset value.<\/li>\r\n
        • Identifiable catalyst with ability to close valuation gap.<\/li>\r\n<\/ul>\r\n

          Undervalued Dividend Yield:<\/strong><\/p>\r\n

            \r\n
          • High, stable dividend.<\/li>\r\n
          • Minimal perceived downside risk.<\/li>\r\n<\/ul>","investment_strategy_disclosure":"1<\/sup> Intrinsic value is the value of a company, based on the net present value of forecasted cash flows such as future earnings or dividends.","list_of_risks":"Equity Securities Risk, Small and Mid-Cap Stocks Risk, Value Investing Risk","risks":[{"title":"Equity Securities Risk","description":"Equity securities are volatile and can decline significantly in response to broad market and economic conditions."},{"title":"Small and Mid-Cap Stocks Risk","description":"Investments in small and midsize companies can be more volatile than those of larger companies.\r\n"},{"title":"Value Investing Risk","description":"Value investing carries the risk that a security can continue to be undervalued by the market for long periods of time.\r\n"}],"objective":"Seeks long-term capital appreciation.","asset_classes":["US Equity"],"fund_disclosure":"","shareclass_disclosure":"","lock_image_path":"\/templates\/natixis\/images\/tmplicons\/lock.svg","lock_image_class":"floatright","lock_image_alt":"Financial Professional content \u2013 requires login"}