Latest Insights

Headphones

Ep. 266: (04.17.24) Q1 2024 Value Opportunity Recap
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter...
April 17, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 265: (04.05.24) Earnings and Gold
Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings...
April 05, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid
Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed's willingness to tolerate higher...
March 21, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 263: (02.28.24) Ex-US ATHs, Global Valuations, CPI
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US...
February 28, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 262: (02.15.24) ISM Up, CPI Up, Small vs. Large
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the recent positive economic...
February 15, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 261: (01.31.24) Bear Market to ATHs, Large and Small Gap, Earnings, and Election Year.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the bear market and all-time highs, the gap...
January 31, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 260: (01.11.24) Q4 2023 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s...
January 11, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 259: (01.11.24) Q4 2023 Global SMid Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter...
January 11, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 258: (01.11.24) Q4 2023 Select Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter...
January 11, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 257: (01.08.24) Q4 2023 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of...
January 08, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 256: (01.04.24) Early Pull Back, 2024 Key Issues, 2% Target
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market's early January pullback, key...
January 04, 2024
LISTEN

SUBSCRIBE

Headphones

Ep. 255: (12.14.23) Performance Chasing, 2024 Rates, Inflation, and All Time Highs
Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 2024 through the lens of recent call...
December 14, 2023
LISTEN

SUBSCRIBE

Subscribe / Archives

Listen on SoundCloud  Listen on Apple iTunes   Listen on PocketCasts   

 

Investment Perspectives

 

Q4 2023

Q3 2023

Q2 2023 

Q1 2023 

 

White Papers

 

The Last Free Lunch is Getting Leaner

Active Share 

Mid Caps are the New Small Caps 

Win or Lose, It's Always About Fundamentals