VNSE
Natixis Vaughan Nelson Select ETF
📎 Investment Objective
The Natixis Vaughan Nelson Select ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of equity securities selected by the fund's sub-advisor, Vaughan Nelson Investment Management.
Overview
ETF tracking Natixis Vaughan Nelson Select ETF
Performance
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Investment Summary
📎 Investment Objective
The Natixis Vaughan Nelson Select ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of equity securities selected by the fund's sub-advisor, Vaughan Nelson Investment Management.
🎯 Investment Strategy
The ETF invests primarily in the common stocks of U.S. companies that the sub-advisor believes are undervalued and have the potential for appreciation. The sub-advisor uses a bottom-up, fundamental research process to identify companies with strong management, competitive advantages, and attractive valuations.
✨ Key Features
- Actively managed portfolio of 30-40 U.S. stocks
- Concentrated, high-conviction approach focused on undervalued companies
- Experienced sub-advisor with a long-term investment horizon
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Stock market risk: The value of the ETF's holdings can decline due to general market conditions
- Concentration risk: The fund's concentrated portfolio may be more volatile than a more diversified fund
- Active management risk: The sub-advisor's investment decisions may not produce the desired results
- Liquidity risk: Certain holdings may be difficult to sell at the desired time and price
👤 Best For
This ETF may be suitable for long-term investors seeking capital appreciation through an actively managed portfolio of undervalued U.S. stocks. Investors should have a higher risk tolerance and a long-term investment horizon to accommodate the fund's concentrated, high-conviction approach.