March 2020: Vaughan Nelson OPEC & Liquidity

By Dan Hughes - Chris D. Wallis, CFA®, CPA®



  • Every year since Oakmark 1991, there’s always been something that seemed like it was an important enough negative to scare investors out of the market – yet during that time period, the S&P 500® has gained almost fifteen-fold – and Oakmark has nearly doubled that.
  • When volatility creates extreme spreads between high-growth and lower-growth companies, value investors see opportunity.
  • In times of market turbulence, investors can consider rebalancing, while remaining mindful of their long-term goals.
Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Smaller company investments can be more volatile than those of larger companies. Value investing carries the risk that a security can continue to be undervalued by the market for long periods of time. Short selling is speculative in nature and involves the risk of a theoretically unlimited increase in the market price of the security that can, in turn, result in an inability to cover the short position and a theoretically unlimited loss.

The index information contained herein is derived from third parties and is provided on an “as is” basis. The user of this information assumes the entire risk of use of this information. Each of the third party entities involved in compiling, computing or creating index information disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to such information.

This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. The views and opinions expressed are as of March 12, 2020 and may change based on market and other conditions.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.

Natixis Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

2996802.1.1