NFC Investments, LLC
NFC Investments, LLC is a Memphis, Tennessee-based investment advisory firm founded in 2004. The firm specializes in managing assets for insurance companies, leveraging a value-oriented investment approach across public equities, fixed income, private investments, derivatives, and commodities. As of early 2025, it manages approximately $1.9 billion in regulatory assets under management for institutional clients and is led by CEO Charles K. Slatery and President William V. Thompson. NFC primarily serves large insurance companies, offering tailored solutions to meet regulatory requirements. The firm has a small, experienced team and operates several private funds.
Investment Strategy
NFC Investments employs a value-oriented investment strategy with a primary focus on public equities and fixed income securities. The firm diversifies its portfolios through targeted allocations to private investments, derivatives, and commodities. A significant portion of its AUM is dedicated to managing insurance company portfolios, adhering to industry-specific regulatory and risk management standards. NFC emphasizes a disciplined, long-term approach to investment selection and risk management, combining quantitative and qualitative analysis to build resilient portfolios for its institutional clients.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTG | MGIC INVESTMENT CORP | 14.93% | $52.2M | 1,875,864 | $19.38 | $27.84 | +$6.2M |
A APO | APOLLO GLOBAL MGMT INC | 12.50% | $43.7M | 308,147 | $94.85 | $141.87 | +$3.0M |
P PGR | PROGRESSIVE CORP OHIO | 6.60% | $23.1M | 86,518 | $161.81 | $266.86 | -$856.0K |
W WEST | WESTROCK COFFEE CO | 6.57% | $23.0M | 4,007,981 | $9.67 | $5.73 | -$6.3M |
A AZO | AUTOZONE INC | 6.47% | $22.6M | 6,091 | $2612.60 | $3712.23 | -$64.0K |