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The investment seeks long-term capital appreciation. The fund, under normal market conditions, will invest primarily in equity securities, including common stocks, preferred stocks, limited partnership interests, interests in limited liability companies, real estate investment trusts ("REITs") or other trusts and similar securities. Typically, the fund's portfolio will hold 20 to 40 securities. The fund is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Christopher Wallis | Manager | 2012 | Now |
Biography | CEO/CIO Senior Portfolio Manager, Equity 31 years investment management / financial analysis and accounting experience M.B.A., Harvard Business School, 1998; B.B.A., Baylor University, 1991, Accounting; Chartered Financial Analyst® designation; Certified Public Accountant-State of Texas Professional Background: Vaughan Nelson since 1999; Associate, Simmons & Company International (1998-1999); Manager, Coopers & Lybrand, LLP (1991-1996) Affiliations, Current and Past: Member, CFA Institute | ||
Scott J. Weber | Senior Portfolio Manager | 2012 | Now |
Biography | Senior Portfolio Manager - Equity 27 years investment management and financial analysis experience M.B.A., Tulane University-A.B. Freeman School of Business, 1997; B.S., The University of the South, 1994, Natural Resources; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2003; Vice President-Investment Banking, RBC Capital Markets (2001-2003); Senior Associate-Investment Banking, RBC Capital Markets (2000-2001); Associate-Investment Banking, Deutsche Banc Alex. Brown (1997-2000); Treasury Analyst, Freeport-McMoRan, Inc. (1996-1997) Affiliations, Current and Past: Member, CFA Institute | ||
Chad D. Fargason | Senior Vice President | 2013 | 2019 |
Biography | Senior Portfolio Manager - Equity 23 years investment management and research experience Ph.D., Duke University, 1998; M.A., Duke University, 1996; B.A., Rice University, 1994, Mathematics Professional Background: Vaughan Nelson since 2013; Director, KKR & Co., LP (2003-2013); Senior Vice President,El Paso Corp. (2001-2003); Project Leader, The Boston Consulting Group (1998-2001) Affiliations, Current and Past: Past President, Board of Trustees, Fifth Avenue Presbyterian Church | ||
Dennis G. Alff | Project Leader | 2012 | 2019 |
Biography | Senior Portfolio Manager - Equity 26 years investment management and research experience M.B.A., Harvard Business School, 1998; B.S., United States Military Academy, 1993, Economics; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2006; Vice President, Credit Arbitrage and Asset Investments, Koch Capital Markets (2001-2006); Project Leader, The Boston Consulting Group (1997-2001); Lieutenant, United States Army, 1st Cavalry Division (1993-1996) Affiliations, Current and Past: Member, CFA Institute |
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