Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⏳ FLASH SALE: Get 50% off InvestingPro | Stop guessing, start investing
Claim Sale
Lkcm Balanced Fund (0P00002UY0)
Add to/Remove from a Portfolio
Add to Watchlist
27.820
+0.050
+0.18%
13/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 110.84M
LKCM Balanced Fund
27.820
+0.050
+0.18%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
0P00002UY0 Overview
On this page you'll find an in-depth profile of Lkcm Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00002UY0 among other information.
Contact Information
Address
301 Commerce Street, Suite 1600
Fort Worth,TX 76102
United States
Fort Worth,TX 76102
United States
Phone
+1 8006885526
Web
www.lkcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mark L. Johnson | Principal, Vice President, Portfolio Manager | 2010 | Now |
| Biography | Mark is a portfolio manager for the firm and serves as the primary contact for consultant relationships as well as the firm's Small-Cap strategy clients. | ||
| Scot C. Hollmann | Vice President | 1997 | Now |
| Biography | Scot C. Hollmann, CFA, CIC, is a member of the investment team responsible for the Fund (since 2017). Mr. Hollmann joined the Adviser in 1983 and has served as Principal (since 1986) and Vice President and Portfolio Manager (since 1983). Mr. Hollmann graduated with a Bachelor of Business Administration and a Master of Business Administration from Texas Christian University. | ||
| J. Luther King | Founder | 1997 | Now |
| Biography | J. Luther King, Jr., is President and founder of Luther King Capital Management which is a registered investment advisory firm located in Fort Worth, Texas. He attended Fort Worth public schools and graduated from Poly High School. He received the B.S.C. (l962) and the M.B.A. (1966) degrees from Texas Christian University. In 1968, he received an honorable discharge from the U.S. Air Force Reserve. His professional career began at First National Bank of Fort Worth as a credit analyst in 1963. In 1970, he became a senior investment officer managing mutual fund assets for Shareholders Management Company which became a part of American General Insurance Company. In 1973, he joined Lionel D. Edie & Company, a New York-based investment firm, where he was a Director and Manager of the Dallas office. Lionel D. Edie sold to Manufacturers Hanover Trust in December of 1978. In March 1979, Luther King founded Luther King Capital Management. Luther King is a Chartered Financial Analyst. He has held positions on several publicly traded companies, one of which was XTO Energy, a New York Stock Exchange listed company, located in Fort Worth where he was a director for twelve years which included serving as Chairman of the Audit Committee. He is past Chairman of the Board of the Investment Counsel Association of America. He is a member of the Investment Advisory Committee for the Trustees of the Investment Advisory Committee for the Employees Retirement System of Texas and has served as the Committee Chairman. He has served as Vice Chairman of the Board to the University of Texas Investment Management Company, which has responsibilities for the endowment of the University of Texas, and a portion of the endowment for Texas A&M University. He is a Trustee and a member of the Executive Committee of Texas Christian University and, in 1992, received the Distinguished Alumnus Award. He currently serves as Chairman of the Board of Trustees of Texas Christian University. Additionally, he serves on the boards of several privately held companies and philanthropic organizations and is a former Trustee of St. Mark’s School of Texas. | ||
Write your thoughts about Lkcm Balanced Fund
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review