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Vaughan Nelson Investment Management, L.P.
Vaughan Nelson Investment Management was founded in 1970 and is headquartered in
Houston, Texas. The firm has $6.6 billion1
in assets under management (as of
September 30, 2008).
Vaughan Nelson, an affiliate of Natixis Global Associates, manages
equity, fixed-income and balanced portfolios for institutions and high-net-worth
clients, with special emphasis on foundations and endowments. Known for its comprehensive
large-cap expertise, the firm seeks high returns and low volatility from actively
managed, undervalued stocks that pay dividends, as well as from fixed-income, growth
and balanced portfolios.
Natixis Funds
Managed:
Portfolio Managers:
Chris D. Wallis, CFA
Senior Portfolio Manager
Vaughan Nelson Small Cap Value Fund
Chris D. Wallis joined Vaughan Nelson in 1999 and has more than 11 years
of investment experience. He was previously employed by Simmons & Company International
and by Coopers & Lybrand, L.L.P.
Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business
School.
Scott J. Weber
Portfolio Manager
Vaughan Nelson Small Cap Value Fund
Scott J. Weber has co-managed the
Vaughan Nelson Small Cap Value Fund
since April 2004. Mr. Weber, a Portfolio Manager of Vaughan Nelson, joined
the firm in 2003. Prior to joining Vaughan Nelson he was a Vice President from 2001
to 2003 and Senior Associate from 2000 to 2001 of RBC Capital Markets.
Mr. Weber received a B.S. from the University of the South and an M.B.A. from
Tulane University. He has over nine years of investment management and financial
analysis experience.
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