New South Capital Management Inc.
New South Capital Management, Inc. is an independent investment management firm headquartered in Memphis, Tennessee. The firm was founded in 1985 and specializes in providing equity investment management services to institutional clients, such as corporate pension plans, public retirement systems, foundations, endowments, and other institutional investors. The company emphasizes a client-focused approach and maintains a boutique structure with a relatively small team of experienced investment professionals.
Investment Strategy
New South Capital Management, Inc. employs a fundamental, bottom-up investment approach with an emphasis on long-term growth. The firm's strategy is centered around investing in high-quality companies with strong management, sustainable competitive advantages, and attractive valuations. New South Capital focuses primarily on small-cap and mid-cap U.S. equities, conducting rigorous in-house research to select portfolio holdings. The firm maintains a disciplined investment process and seeks to deliver superior risk-adjusted returns for its institutional and high-net-worth clients.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRT | Vertiv Holdings Co | 11.45% | $236.4M | 1,840,894 | $12.56 | $128.41 | +$84.0M |
A AZO | Autozone, Inc. | 8.33% | $172.1M | 46,348 | $483.79 | $3712.23 | -$7.9M |
Z ZBRA | Zebra Technologies Corporation | 5.95% | $123.0M | 398,811 | $86.14 | $308.36 | +$6.3M |
W WCC | Wesco International, Inc. | 5.62% | $116.0M | 626,449 | $75.71 | $185.20 | +$14.1M |
R RPRX | Royalty Pharma PLC | 5.04% | $104.0M | 2,886,569 | $27.99 | $36.03 | +$13.5M |