Firm Overview

NewSouth is an independently owned, value-oriented investment firm. Founded in 1985, we are headquartered in Memphis, Tennessee, and manage assets for institutional and private clients in four equity strategies.

Our primary mission as a firm is to produce superior, risk-adjusted returns on both an absolute and relative basis.

We want to be known for our investment skill, the merits of our specialized investment approach, the excellence of our client communication, and the values we seek to exemplify in the way we conduct our business. Our values will always include the recognition that client interests precede all else, an introspective mindset centered on constant improvement, and complete candor with ourselves, our colleagues, and our clients.

We believe that our competitive advantages come from our independent ownership structure, the quality and experience of our investment team, our concentrated portfolio structure, and an emphasis on risk management that seeks to protect our clients from the permanent loss of capital.

Please consider our Brochure (ADV Part 2A) that provides additional information about our advisory business.

Please also consider, as appropriate, our Relationship Summary for Retail Investors (ADV Part 3). The SEC considers all individual investors to be “retail investors,” without any exception for net worth. Our clients are primarily institutions and wealthy individuals, and our advisory services are not suitable for typical retail investors.