NewSouth Capital Management is an investment advisor managing assets for institutional and private clients. NewSouth offers concentrated equity strategies, balanced accounts, and fixed income and cash management strategies. NewSouth's investment approach focuses on long-term capital appreciation through fundamental research, identifying undervalued companies resilient to market conditions. NewSouth's competitive advantage comes from its investment philosophy, independent employee ownership, experienced team, concentrated portfolio construction, and 'margin of safety' discipline.
Fee Structure
NewSouth Capital Management charges a percentage of your portfolio's value each year. The exact percentage depends on the type of account and how much you invest.
For Small Cap Value and Small/Mid Cap Value accounts:
- 1.00% on the first $25 million
- 0.85% on the next $25 million
- 0.75% over $50 million
For Mid Cap Value and Value Opportunity accounts:
- 0.75% on the first $25 million
- 0.65% on the next $25 million
- 0.60% over $50 million
For balanced accounts:
- 0.70% on the first $25 million
- 0.60% on the next $25 million
- 0.50% on amounts over $50 million
For intermediate fixed income and cash management accounts:
- 0.40% on the first $25 million
- 0.35% on the next $25 million
- 0.30% on amounts over $50 million
These fees do not include brokerage commissions or other investment-related costs.