NewSouth Capital Management

Overview

NewSouth Capital Management is an independently owned investment management firm specializing in equity strategies for institutional and private clients. Founded in 1985, the firm manages assets across four concentrated equity strategies, each utilizing the same philosophy and investment process. Their approach is grounded in the belief that market inefficiencies present reliable investment opportunities, which they address through a repeatable process emphasizing rigorous fundamental analysis and candid risk assessment. The firm's investment strategies include Small Cap Value, Small/Mid Cap Value, Mid Cap Value, and Value Opportunity, each targeting specific market capitalizations. These strategies are available through separately managed accounts and Collective Investment Trust Funds, catering to a diverse client base. NewSouth's investment team operates cohesively, ensuring a unified approach to portfolio management that aligns with the firm's long-term value perspective. With a stable, client-oriented culture and a team-based portfolio management approach, NewSouth Capital Management has built a reputation for integrity, humility, and respect. Their independent ownership fosters independent thought, enabling the development of insights and conviction necessary for investment success. The firm's tenure and experience provide a solid foundation for their long-term investment perspective, aiming to deliver attractive absolute returns that compare favorably to each strategy’s benchmark over an extended investment horizon.

Investment Focus

• Institutional investors
• Private clients

Portfolio Companies