Trading Time for Value Across Equity Markets

Vaughan Nelson portfolio managers explain how and why they look for stocks with 50% return potential over a three-year period.

Taking a longer view on equity investing has helped Vaughan Nelson take advantage of temporary information and marketplace inefficiencies across equity markets – and pursue attractively priced companies for their portfolios. Members of its investment team, including CEO/CIO Chris Wallis, Senior Portfolio Manager Scott Weber, and Jim Eisenman, Portfolio Manager, highlight their value-oriented investment approach.
  • Look for investment ideas with a 50% return potential over three years.
  • Pursue those ideas across three categories: undervalued earnings growth, undervalued assets, and undervalued dividend yield.
  • Utilize factor analysis at the portfolio level to complement fundamental research views.
  • Analyze risk of each portfolio from multiple angles – including looking at a range of factor exposures, such as currencies, commodities, and the shape of the yield curve.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. The views and opinions are as of August 9, 2023 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

All investing involves risk, including the risk of loss. Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.