NEW SOUTH CAPITAL Overview
New South Capital Management Inc is an investment advisor that manages 3.5 BN dollars in regulatory AUM and has 11 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 4BN in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 4BN in positions, representing 109% of the manager's regulatory AUM.
NEW SOUTH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEW SOUTH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ZBRA | 7.31% | Tech | 19.66% | 1.67% | 6 | 14% | ||
| OTEX | 5.1% | Tech | -8.29% | -0.28% | 9 | 3% | ||
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FEATURED IN
NEW SOUTH CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul T. Gillespie | Director, President | June-1985 |
| David S. Morrow | Director, Secretary, Cio | June-1985 |
| Charles K. Slatery | Shareholder | June-2004 |
| Patrick J. Danehy | Chief Compliance Officer | June-2004 |
| David M. Newman | Chief Financial Officer | April-1995 |
| David M. Wilds | Shareholder | October-2007 |
| Jeffrey O. Drinan | Principal | January-2010 |
| Brooke A. Morrow | Principal | January-2010 |
| Alexander D. Mclean | Principal | January-2010 |
NEW SOUTH CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
NEW SOUTH CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Value Oriented Equity Investments
Value investors attempt to identify companies that they believe to be undervalued. NewSouth is a value oriented investment manager. We believe the market often misprices stocks due to neglect, emotion, misinterpretation, and a short-term perspective. In our view, the best way to capitalize on these inefficiencies is through bottom-up company research. Stock selection is limited to those businesses we are able to value confidently and purchase at a significant discount. Our analyses of companies allow us to establish an
informational edge with an emphasis on identifying how our insights about a company differ from the market’s as well as our degree of conviction in these insights. Our analysis relies primarily on fundamental research.
We study financial statements, regulatory filings and information, trade publications, and other industry and corporate data. W...
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Value Oriented Equity Investments
Value investors attempt to identify companies that they believe to be undervalued. NewSouth is a value oriented investment manager. We believe the market often misprices stocks due to neglect, emotion, misinterpretation, and a short-term perspective. In our view, the best way to capitalize on these inefficiencies is through bottom-up company research. Stock selection is limited to those businesses we are able to value confidently and purchase at a significant discount. Our analyses of companies allow us to establish an
informational edge with an emphasis on identifying how our insights about a company differ from the market’s as well as our degree of conviction in these insights. Our analysis relies primarily on fundamental research.
We study financial statements, regulatory filings and information, trade publications, and other industry and corporate data. W...
Unlock Full Investment Process Description
NEW SOUTH CAPITAL Portfolio Concentration
NEW SOUTH CAPITAL Location
999 S. SHADY GROVE ROAD
SUITE 501
MEMPHIS, Tennessee
UNITED STATES, 38120-4129
SUITE 501
MEMPHIS, Tennessee
UNITED STATES, 38120-4129
NEW SOUTH CAPITAL Contact Information
Phone Number: 901-761-5561
Fax Number: 901-761-5699
Website: http://www.newsouthcapital.com
Fax Number: 901-761-5699
Website: http://www.newsouthcapital.com
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