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.
Funds managed
Natixis Vaughan Nelson Select ETF
Ticker
VNSE
High-conviction US stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$19.54 million
as of 11/22/2024
Morningstar category
Large Blend
Vaughan Nelson Mid Cap Fund
Ticker
VNVYX
High-conviction US mid-cap stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$278.36 million
as of 11/22/2024
Morningstar category
Mid-Cap Blend
Vaughan Nelson Select Fund
Ticker
VNSYX
High-conviction US stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$790.06 million
as of 11/22/2024
Morningstar category
Large Blend
Vaughan Nelson Small Cap Value Fund
Ticker
NEJYX
High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
Total net assets
$1.34 billion
as of 11/22/2024
Morningstar category
Small Blend
Vaughan Nelson Investment Management
Specializes in mid-cap, all-cap, and small-cap equity strategies.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
3129485.2.1