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
Future redeployment of capital is not reflected in current valuation.
Undervalued asset
Asset price at a significant discount. Identified catalyst to close valuation gap.
Undervalued dividend yield
High secure dividend yield, typically 10% or higher.
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
VNSE
Natixis Vaughan Nelson Select ETF
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.
ADVMX
Vaughan Nelson Emerging Markets Fund
High-conviction emerging markets stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
ADVLX
Vaughan Nelson International Fund
High-conviction international small cap stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
VNVYX
Vaughan Nelson Mid Cap Fund
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.
VNSYX
Vaughan Nelson Select Fund
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.
NIM-05232025-wpwwmwzv