Sundeep Khanna
Portfolio Manager at Vaughan Nelson Investment Management, L.P.
About
Sundeep Khanna, CFA, is a Portfolio Manager focusing on U.S. equities at Vaughan Nelson Investment Management, L.P., based in Houston, Texas. In his current capacity, he is responsible for leading fundamental research, stock selection, and portfolio construction across domestic equity strategies, particularly value-oriented investments. His role centers on identifying opportunities within the U.S. equity market, leveraging his expertise in consumer and related sectors developed throughout his career.
Khanna brings over 19 years of investment management and research experience, previously serving as Vice President of Equity Investments at Vaughan Nelson and Portfolio Manager–Consumer at Carlson Capital, L.P.. His background includes significant tenure as a research analyst and portfolio manager, with a specific track record in consumer sectors, as well as experience at Citigroup as an investment banking analyst.
He holds a Bachelor of Science in Electrical and Computer Engineering with honors from The University of Texas at Austin and is a Chartered Financial Analyst (CFA). Khanna is recognized for his deep analytical skills and steady contributions to value equity investing, supporting Vaughan Nelson’s reputation for consistent, research-driven investment management in the U.S. equity landscape.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vaughan Nelson Investment Management | Portfolio Manager | Jan 2024 to Present | — |
| Vaughan Nelson Investment Management | Vice President Equity Investments | Jan 2020 to Jan 2024 | — |
| Carlson Capital, L.P. | Analyst and Portfolio Manager | Jan 2007 to Jan 2019 | Consumer Staples
Generalist - Special Situations |
| Citigroup | Analyst | Jan 2005 to Jan 2007 | Investment Banking |
Education
The University of Texas at Austin
Skills & Expertise
Others at Vaughan Nelson Investment Management, L.P. (18)
| Name | Role | Location |
|---|---|---|
| Deputy Chief Investment Officer, Portfolio Manager | Houston, TX , United States | |
| Associate | Houston, TX , United States | |
| Chief Executive Officer, Chief Investment Officer | Houston, TX , United States | |
D Deborah Sabo | Senior Trader | Corte Madera, CA , United States |
D Dennis Alff | Portfolio Manager | Sugar Land, TX , United States |
F Forbes Dumas | Equity Research Analyst | Houston, TX , United States |
| Portfolio Manager - Global SMID Cap | Houston, TX , United States | |
| Portfolio Manager | Houston, TX , United States | |
| Equity Research Associate | Houston, TX , United States | |
| Vice President - Equity Investments | Houston, TX , United States |