Morris Cheston, III

Partner at Northside Capital Management LLC

Morris Cheston, III

Morris Cheston, III

Partner at Northside Capital Management LLC

Overview
RelSci Relationships

759

Birthday

1970

Age

51

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Relationships
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Co-Founder at Northside Capital Management LLC

Relationship likelihood: Strong

Principal & Chief Compliance Officer at Northside Capital Management LLC

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Senior Managing Director & Director at Stifel Financial Corp.

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Director at RealD, Inc.

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Director of Client Services at Northside Capital Management LLC

Relationship likelihood: Strong

Principal of Investment Research at Northside Capital Management LLC

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Principal of Investment Research at Northside Capital Management LLC

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Vice President of Investor Relations at Pitney Bowes, Inc.

Relationship likelihood: Strong

Senior Advisor, Capital Development at EIG Global Energy Partners

Relationship likelihood: Strong

Managing Member at Endurance Capital Partners LLC

Relationship likelihood: Strong

In The News
The New York Times
January 24, 2021
Paid Notice: Deaths FORSTER, ELIZABETH CHESTON
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Morris Cheston, III
Partner at Northside Capital Management LLC
Education
Class of 1992

Princeton University is a vibrant community of scholarship and learning that stands in the nation's service and in the service of all nations. Chartered in 1746, Princeton is the fourth-oldest college in the United States. Princeton is an independent, coeducational, nondenominational institution that provides undergraduate and graduate instruction in the humanities, social sciences, natural sciences and engineering. As a world-renowned research university, Princeton seeks to achieve the highest levels of distinction in the discovery and transmission of knowledge and understanding. At the same time, Princeton is distinctive among research universities in its commitment to undergraduate teaching. Today, more than 1,100 faculty members instruct approximately 5,000 undergraduate students and 2,500 graduate students. The University's generous financial aid program ensures that talented students from all economic backgrounds can afford a Princeton education.

Career History
Partner
2009 - Current

Northside Capital Management seeks to build sophisticated, forward-looking investment portfolios of value-added strategies and securities across the global spectrum. This process attempts to manage the risk of loss associated with investing, provides downside protection over a long-time frame, and is less reliant on upward trending price movement to achieve return objectives. Client portfolios include public and private equity, fixed income, socially responsible investments, alternative and direct investments. The firm uses fundamental research to select investments and utilizes portfolio management that is based on the principles of Modern Portfolio Theory and other academic and industry research.

Managing Director
Prior

Thomas Weisel Partners Group, Inc., also known as TWP or Weisel, is a U.S. growth focused investment banking firm based in San Francisco, California. The firm was launched in January 1999 by Thom Weisel and other personnel from the former Montgomery Securities. In 1997, Thom Weisel helped to orchestrate a $1.3 billion acquisition of Montgomery Securities by NationsBank. The following year, however, NationsBank acquired BankAmerica Corp, which itself had acquired Technology-based rival Robertson Stephens. A culture clash and fight for control ensued at the newly combined investment banking units of what is now known as Banc of America Securities. In the process, senior bankers from Montgomery Securities secured backing from the Silicon Valley Venture Capital community and left to form their own venture: Thomas Weisel Partners.

Portfolio Manager
Prior

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth.They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters.In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects.Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.

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