Q3 2024 Update: Vaughan Nelson Small Cap Value Fund

Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.

Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers, and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Chad Fargason, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.

Ben Carrier, Vice President, U.S Equity, of Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.

Rick Raczkowski, lead portfolio manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Matt Egan, portfolio manager on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Hua Cheng CFA, PhD, portfolio manager, Sustainable Equity at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.