Vaughan Nelson manages high-conviction, high active share portfolios – all of which follow the same value-oriented investment approach and belief that temporary inefficiencies and time arbitrage create long-term opportunities. The firm manages equity strategies across market capitalizations and domestic fixed income – offered in a variety of investment types, including mutual funds, ETFs, separately managed accounts, and collective trusts.
Investment process
Undervalued earnings growth
Undervalued asset
Undervalued dividend yield
Risk management
The investment team focuses beyond sector and factor exposure to gain a view of a portfolio’s positioning and biases. Their factor-based risk analysis is used when constructing portfolios to better understand what active positions are in those selections and any unintentional exposures that may come through when constructing a bottom-up portfolio.
Funds
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Assets under management (“AUM”) as of June 30, 2024. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.