Lorenzo Newsome, Jr.

Former Chief Investment Officer at Smith, Graham & Co. Investment Advisors LP

Lorenzo Newsome, Jr.

Lorenzo Newsome, Jr.

Former Chief Investment Officer at Smith, Graham & Co. Investment Advisors LP

Overview
Career Highlights

Smith, Graham & Co. Investment Advisors LP
NCM Capital Management Group, Inc.
NCM Capital Advisers, Inc.

RelSci Relationships

184

Number of Boards

1

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Lorenzo Newsome, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

President at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

Vice Chairman & Chief Operating Officer at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

Senior Vice President, Chief Compliance Officer at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

President & Chief Investment Officer at Consequent Capital Management LLC

Relationship likelihood: Strong

Director-Institutional Business Development at Diamond Hill Investment Group, Inc.

Relationship likelihood: Strong

Managing Director, Head of Mortgage & Real Estate Debt Alternatives at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

Senior Vice President & Senior Portfolio Manager-Liquidity Strategies, Head of Securitized Sector at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

Managing Director, Head of Equity Investments at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

Senior Vice President, Director of Equity Client & Consultant Services at Smith, Graham & Co. Investment Advisors LP

Relationship likelihood: Strong

In The News
SNL Financial
September 27, 2018
Smith Graham names chief investment officer
Paths to Lorenzo Newsome, Jr.
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You
Lorenzo Newsome, Jr.
Former Chief Investment Officer at Smith, Graham & Co. Investment Advisors LP
Education
B.S. in Business Management

The University of Pittsburgh is among the nation's oldest and most distinguished comprehensive universities, with a wide variety of high-quality programs in the arts and sciences as well as professional fields. Pitt is a member of the Association of American Universities (AAU), which comprises 62 preeminent doctorate-granting research institutions in North America

Career History
Chief Investment Officer
2018 - Current

Smith, Graham & Co. Investment Advisors, L.P. is an SEC registered investment advisory firm. Founded over twenty years ago, we specialize in managing fixed income and equity assets for institutional clients. Smith Graham’s mission is to provide superior investment management services which surpass client objectives while adhering to the highest standards of discipline and integrity. We recognize that the success of our firm is based on our ability to deliver consistent investment outperformance to our clients. The business model that we employ to excel at meeting our clients' investment goals and objectives has four cornerstones. The first cornerstone is our commitment to attracting the brightest and most experienced professionals in the industry. The second cornerstone is our investment teams' adherence to investment philosophies that are well articulated and relevant to the actual workings of the world's bond and stock markets. The third cornerstone is our disciplined and balanced approach to developing investment strategies. The final cornerstone is our ability to implement our strategies through investment processes that are practical and repeatable. Our Partnership Perspective is the centerpiece of our competitive strategy and it gives us an edge in the marketplace where investment managers traditionally operate solely as vendors of performance. Our commitment, in each client relationship, is to elevate our level of responsiveness and understanding of specific objectives to that of a partner. We see ourselves as an extension of our clients' operations where we provide, in addition to performance, significant depth of investment management talent and experience, versatility, and best in class client service. One of the nation's largest minority-owned institutional investment managers, Smith Graham manages approximately $5 billion in assets for a broadly diversified client base.

Executive Vice President, Chief Investment Strategist & Portfolio Manager
2016 - Prior

Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont's equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont's Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns.Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return.

President & Chief Investment Officer
2012 - Prior

NCM Capital Management Group's investment selection process is based on the development of a Master Buy List. The firm's equity strategies seek to outperform its benchmark index over a 3 to 5 year period. NCM's equity strategies include: Broad Growth, Large-Cap Growth, Mid-Cap Core and Mid-Cap Growth.The firm's Broad Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 70 companies with attractivevaluations relative to growth prospects. The strategy's objective is to outperform the S&P 500 Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the S&P 500. They maintain a fully-invested approach.NCM's Large-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 50 to 70 large-cap companies with superior earnings growth. The strategy's objective is to outperform the Russell 1000 Growth Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the Russell 1000 Growth Index. They maintain a fully-invested approach.The firm's Mid-Cap Core strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with strong earnings characteristics and attractive valuations. The strategy's objective is to outperform the Russell Mid-Cap Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Index. They maintain a fully-invested approach.NCM's Mid-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with exceptional growth profiles as measured by positive earnings per share revisions, positive and accelerating earnings per share growth and positive earnings surprises. The strategy's objective is to outperform the Russell Mid-Cap Growth Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Growth Index. They maintain a fully-invested approach.Though not limited by sector, NCM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, technology services and health technology and finance sectors. The firm maintains a medium turnover rate.

Awards & Honors
CFA (Chartered Financial Analyst)
Events
Speaker
Chapel Hill, NC, United States
6th Annual UNC Kenan-Flagler Alternative Investments Conference

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