VAUGHAN NELSON Overview

Vaughan Nelson Investment Management L.p. is an investment advisor that manages 10.7 BN dollars in regulatory AUM and has 38 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 79% of the manager's regulatory AUM.

VAUGHAN NELSON StockAlpha

-1.1%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VAUGHAN NELSON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMSG 2.34% Health 1.04% 0.14% 3 8%
VWR 2.16% Health -9.73% -0.12% 12 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

VAUGHAN NELSON Founders and Key Employees

Name Title In Position Since
Richard B. Faig Cfo, Chief Compliance Officer October-1994
Beverly M. Bearden Director April-2002
John T. Hailer Director April-2008
Christopher D. Wallis President, Ceo December-2011
David L. Giunta Director May-2013

VAUGHAN NELSON Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Custodian Pro
Custodian Pro
Custodian Pro

VAUGHAN NELSON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Vaughan Nelson provides both equity and fixed income management. Investing in securities involves risk of loss that clients should be prepared to bear.

EQUITY

Vaughan Nelson’s long-only equity investment objective is to seek long-term capital appreciation. Vaughan Nelson’s philosophy is to identify temporary information and liquidity inefficiencies in the respective market capitalization universes that provide opportunities to invest in companies at valuations that Vaughan Nelson believes are materially below their long-term intrinsic value.

Strategy Benchmark

Small Cap Value Russell 2000 Value

Value Opportunity (small/mid value) Russell...
Get the Full Report

VAUGHAN NELSON Portfolio Concentration

VAUGHAN NELSON Location

600 TRAVIS, SUITE 6300
HOUSTON, Texas
UNITED STATES, 77002-3071

VAUGHAN NELSON Contact Information

Phone Number: 713-224-2545
Fax Number: 713-247-9534
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B