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 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 119% of the manager's regulatory AUM.

NEW SOUTH CAPITAL StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NEW SOUTH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OTEX 5.43% Tech -3.57% -0.08% 11 3%
TGNA 4.89% Cons. Disc. 2.42% -0% 4 6%
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FEATURED IN
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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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NEW SOUTH CAPITAL Portfolio Concentration

NEW SOUTH CAPITAL Location

999 S. SHADY GROVE ROAD
SUITE 501
MEMPHIS, Tennessee
UNITED STATES, 38120-4129

NEW SOUTH CAPITAL Contact Information

Phone Number: 901-761-5561
Fax Number: 901-761-5699
Website:

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