Vaughan Nelson Investment Management

Vaughan Nelson Investment Management is a Houston-based investment firm specializing in equity and fixed income strategies for institutional and individual clients. Founded in 1970, the firm manages approximately $16.1 billion in assets as of September 30, 2025. As a boutique affiliate of Natixis Investment Managers, Vaughan Nelson offers a range of investment products, including mutual funds, ETFs, separately managed accounts, and collective trusts. The firm's investment philosophy centers on identifying temporary inefficiencies and time arbitrage opportunities to generate long-term value. This approach is characterized by a focus on targeted returns, a concentrated portfolio with high active share, and a consistent process across all market capitalizations. Vaughan Nelson's investment process involves rigorous, bottom-up fundamental analysis, consideration of macroeconomic factors to minimize volatility, and the integration of ESG considerations. The firm's client base includes foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds, and high-net-worth individuals. Vaughan Nelson operates autonomously, providing investment management services independently with its own research, investment team, and trading. The firm's headquarters are located at 600 Travis Street, Suite 6300, Houston, TX 77002. For more information, please contact the firm at (888) 888 8676 or visit their website at https://www.vaughannelson.com.