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Vaughan Nelson Emerging Markets Fund Institutional Class (ADVMX)

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12.300 +0.040 +0.33%

27/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 83.11M

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ADVMX Overview

On this page you'll find an in-depth profile of Vaughan Nelson Emerging Markets Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ADVMX among other information.

Contact Information

Address 600 Travis Street, Suite 6300
Houston,TX 77002-3071
United States

Phone -

Web im.natixis.com

Top Executives

Name	Title	Since	Until
Adam Rich	Financial Investment Professional	2024	Now
Biography	Vice President - U.S. Equity 13 years investment management and research experience B.S., Brigham Young University, 2010, Business Management; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2016; Equity Analyst, Visium Asset Management (2016); Research Associate, Hotchkis & Wiley Capital Management (2013-2015); Financial Investment Professional (2012-2013), Financial Analyst (2010-2012), Goldman Sachs & Co. Affiliations, Current and Past: Member CFA Institute
Marco Priani	Senior Portfolio Manager - International Equity	2018	Now
Biography	Senior Portfolio Manager - International Equity 22 years investment management and financial analysis experience M.B.A., The University of Chicago-Graduate School of Business, 2005; L.L.M., Northwestern University School of Law, 2006; M.S.F., Universidad del CEMA, 1999; J.D., Universidad de Buenos Aires - School of Law, 1987, cum laude; Chartered Financial Analyst® designation; Certified Public Accountant Professional Background: Vaughan Nelson since 2019; Advisory Research Inc./Piper Jaffray & Co. (2019-2010); Vice President, Senior Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2008-2009); Vice President, Senior Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2008-2009); Associate Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2006-2007); Summer Intern, Deutsche Postbank AG (2004); Founder, Partner, Priani, Claps, Caamano & Associates, Attorneys Affiliations, Current and Past: Member CFA Institute
Kevin Ross	Senior Portfolio Manager - International Equity	2017	Now
Biography	Senior Portfolio Manager - International Equity 17 Years investment management and research experience M.B.A., The University of Chicago Booth School of Business, 2014; B.S.B.A., Washington University Olin School of Business, 2006; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2019; Portfolio Manager, Senior Vice President, Advisory Research Inc. (2017-2019); Research Analyst, Advisory Research Inc. (2013-2017); Research Analyst, Driehaus Capital Management (2008-2013); Senior Equity Research Associate, Real Estate, Raymond James and Associates (2006-2008) Affiliations, Current and Past: Member CFA Institute
Stephen Evans	Managing Director	2017	2018
Biography	Stephen Evans, CFA, has served as a Managing Director of Advisory Research Inc and Portfolio Manager since 2017. Prior to joining ARI, he served as Senior Portfolio Manager within U.S. Trust for 14 years. Mr. Evans was also a portfolio manager with Merrill Lynch Investment Management for five years specializing in trust portfolio management and privately managed accounts. During his tenure in the financial services industry he has held positions as a financial advisor with Paine Webber and a mortgage banker with Arlington Capital Mortgage. Mr. Evans graduated from Hampden-Sydney College in 1984 and earned his M.A. in English from McNeese State University. Mr. Evans has also done graduate coursework in Finance and Economics at Princeton University and earned an M.B.A. (with distinction) from Rider University. He is a Chartered Financial Analyst and is a member of both the CFA Institute and the New York Society of Security Analysts (NYSSA).
Drew Edwards	Portfolio Manager	2013	2017
Biography	Mr. Edwards is the Head of GMO’s Usonian Japan Equity team and a partner of the firm. Prior to joining GMO in 2020, he served as Portfolio Manager, Chief Investment Officer (CIO), and Chief Executive Officer (CEO) at Usonian Investments LLC. Mr. Edwards has been a member of the Usonian team since 2008. Prior to founding Usonian, he was Managing Director and Portfolio Manager at Advisory Research, Inc. Previously, Mr. Edwards had also been an investment professional at Taiyo Pacific Partners, an activist fund backed by CalPERS and W. L. Ross that focuses on Japanese equities, an investment banker at Lehman Brothers, and a finance executive in the health care industry. He earned his BA in International Business from Sophia University (Tokyo) and his MBA and JD from Northwestern University. Mr. Edwards is proficient in Japanese.
Marco Priani	Senior Portfolio Manager - International Equity	2013	2017
Biography	Senior Portfolio Manager - International Equity 22 years investment management and financial analysis experience M.B.A., The University of Chicago-Graduate School of Business, 2005; L.L.M., Northwestern University School of Law, 2006; M.S.F., Universidad del CEMA, 1999; J.D., Universidad de Buenos Aires - School of Law, 1987, cum laude; Chartered Financial Analyst® designation; Certified Public Accountant Professional Background: Vaughan Nelson since 2019; Advisory Research Inc./Piper Jaffray & Co. (2019-2010); Vice President, Senior Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2008-2009); Vice President, Senior Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2008-2009); Associate Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2006-2007); Summer Intern, Deutsche Postbank AG (2004); Founder, Partner, Priani, Claps, Caamano & Associates, Attorneys Affiliations, Current and Past: Member CFA Institute
Jonathan P. Brodsky	Vice President	2013	2016
Biography	Jonathan P. Brodsky founded Cedar Street in 2016. Prior to founding Cedar Street, Mr. Brodsky established the non-U.S. investment practice at Advisory Research, Inc., (“ARI”) a Chicago-based asset management firm. Prior to joining ARI in 2004, Mr. Brodsky worked for the U.S. Securities and Exchange Commission’s (“SEC”) Office of International Affairs, focusing on cross-border regulatory, corporate governance, and enforcement matters. Prior to the SEC, Mr. Brodsky was an investment banker in corporate finance for JPMorgan Securities, Inc. Mr. Brodsky also worked for Ogilvy & Mather in Beijing, China. Mr. Brodsky began his investment career in 2000. Jonathan holds a B.A. in political science and an M.A. in international relations from Syracuse University and an M.B.A. and J.D. from Northwestern University. Jonathan is proficient in Spanish and Mandarin Chinese.

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