![Stephen Morrow](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. David S.
Morrow, CFA, is a Co-Founder, Principal & Co-Chief Investment Officer at NewSouth Capital Management, Inc. He also serves as a Executive Vice President of the firm and co-founded the firm in May 1985.
He has over 46 years of industry experience.
Mr. Morrow was formerly an investment officer with Southeastern Asset Management, Inc. and First Tennessee Investment Management.
He is a past President of the Memphis Society of Chartered Financial Analysts and serves on the Board of Trustees at Memphis University School.
He also serves as President of the Board of Trustees of The Dixon Gallery and Gardens and as a board member of the Synergy Treatment Center, both of which are based in Memphis, TN.
He graduated from of the University of Virginia with a Bachelor of Arts degree in 1975.
Stephen Morrow active positions
| Companies | Position | Start |
|---|---|---|
NewSouth Capital Management, Inc.
 NewSouth Capital Management, Inc. Investment ManagersFinance NewSouth seeks attractive absolute returns that compare favorable to each strategy’s benchmark over a long-term investment horizon, through fundamental, bottom-up analysis to identify undervalued companies resilient to circumstances over-emphasized by a near-sighted market. Market inefficiency is the central tenet of their philosophy, and fundamental analysis is the basis of their repeatable process. | Founder | 1985-04-30 |
Former positions of Stephen Morrow
| Companies | Position | End |
|---|---|---|
Southeastern Asset Management, Inc.
 Southeastern Asset Management, Inc. Investment ManagersFinance Southeastern uses a value-oriented, long-term, bottom-up stock selection process. Research is driven internally by the firm’s global investment team. The firm seeks to achieve superior long-term performance by acquiring equity securities of financially strong, well-managed companies run by capable management teams, at market prices significantly below their assessment of their business value. It sells stocks when they approach their appraisal. They consider companies of all sizes, although most of their assets are invested in mid-size and larger companies. Southeastern is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Corporate Officer/Principal | 1984-04-29 |
First Tennessee Advisory Services, Inc.
 First Tennessee Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 1979-12-30 |
Training of Stephen Morrow
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
87
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Southeastern Asset Management, Inc.
Southeastern Asset Management, Inc. Investment ManagersFinance Southeastern uses a value-oriented, long-term, bottom-up stock selection process. Research is driven internally by the firm’s global investment team. The firm seeks to achieve superior long-term performance by acquiring equity securities of financially strong, well-managed companies run by capable management teams, at market prices significantly below their assessment of their business value. It sells stocks when they approach their appraisal. They consider companies of all sizes, although most of their assets are invested in mid-size and larger companies. Southeastern is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
NewSouth Capital Management, Inc.
NewSouth Capital Management, Inc. Investment ManagersFinance NewSouth seeks attractive absolute returns that compare favorable to each strategy’s benchmark over a long-term investment horizon, through fundamental, bottom-up analysis to identify undervalued companies resilient to circumstances over-emphasized by a near-sighted market. Market inefficiency is the central tenet of their philosophy, and fundamental analysis is the basis of their repeatable process. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Tennessee Advisory Services, Inc.
First Tennessee Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
- Stock Market
- Insiders
- Stephen Morrow
