Vaughan Nelson Investment Management, L.P.

Investment Strategy

Vaughan Nelson Investment Management employs a fundamental, bottom-up research process focusing on value equity and fixed income strategies with a targeted return objective. The firm seeks to exploit short-term market inefficiencies to generate long-term opportunities, constructing concentrated portfolios with high active share. Stock selection is founded on disciplined valuation methods and a rigorous analysis that includes consideration of ESG factors when material to long-term value. While macroeconomic factors are considered primarily to mitigate downside volatility, the core investment process is driven by security-level fundamentals and targeted return thresholds.