Vaughan Nelson Select: The Three Whys

Vaughan Nelson CEO Chris Wallis speaks to how the firm’s nuanced active approach to equities can help uncover portfolio opportunities

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  • The Vaughan Nelson Select Strategy implements a targeted return approach, overlapping a concentrated equity portfolio of large-cap assets in the United States.
  • The strategy takes a concentrated approach, which utilizes the the strength of Vaughan Nelson’s fundamental bottom-up security analysis combined with macro-informed and fundamental factor considerations.
  • Unlike passively managed equity strategies, Vaughan Nelson Select prioritizes risk management and stock selection, seeking to perform for shareholders through various market cycles.
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