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 03/31/19. The fund's latest filing disclosed 7BN in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 7BN in positions, representing 70% of the manager's regulatory AUM.
VAUGHAN NELSON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VAUGHAN NELSON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ROP | 2.05% | Industrials | 4.94% | 0.13% | 1 | 5% | ||
| KOS | 2.03% | Energy | -9.84% | 0.07% | 3 | 4% | ||
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FEATURED IN
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...
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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...
Unlock Full Investment Process Description
VAUGHAN NELSON Portfolio Concentration
VAUGHAN NELSON Location
600 TRAVIS, SUITE 6300
HOUSTON, Texas
UNITED STATES, 77002-3071
HOUSTON, Texas
UNITED STATES, 77002-3071
VAUGHAN NELSON Contact Information
Phone Number: 713-224-2545
Fax Number: 713-247-9534
Website: http://www.vnsm.com
Fax Number: 713-247-9534
Website: http://www.vnsm.com
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