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Lkcm Equity Fund (LKEQX)
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36.06
+0.14
+0.39%
13/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 480.38M
LKCM Equity Instl
36.06
+0.14
+0.39%
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LKEQX Overview
On this page you'll find an in-depth profile of Lkcm Equity Fund. Learn about the key management, total assets, investment strategy and contact information of LKEQX 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 |
|---|---|---|---|
| Mason D. King | Principal | 2010 | Now |
| Biography | Mason D. King, CFA, is a Principal of LKCM. He joined the firm in 2004 and serves as the lead portfolio manager for the international equity strategy, as well as a manager of separate accounts for clients in core equity and balanced strategies. Mason has over twenty years of experience as an investment professional. Prior to joining LKCM, he served as an equity analyst at Hester Capital Management in Austin and as a private equity analyst at Pacesetter Capital Group and Crates Thompson Capital. In addition to his passion for finance, he has served and currently serves on multiple private company, philanthropic, and academic boards. He currently participates on the Board of Governors for the Investment Advisers Association, the advocacy group for registered investment advisers, and on the Board of Directors for CrossFirst Bank, a publicly traded regional bank based in Kansas. Mr. King graduated with a Bachelor of Arts in English Literature from Princeton University and a Master of Business Administration from the University of Texas at Austin, and he also completed the TCU Ranch Management Program. He began his career in finance as an intern for LKCM. | ||
| Scot C. Hollmann | Vice President | 2010 | 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 | 1996 | 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. | ||
| Steven R. Purvis | Principal | 2010 | 2017 |
| Biography | Purvis is vice president and portfolio manager with Luther King Capital Management, his employer since 1996, and Principal since 2004. Purvis holds the Chartered Financial Analyst designation. | ||
| Corey R. Horsch | - | 2010 | 2011 |
| Paul W. Greenwell | Vice President | 2005 | 2010 |
| Biography | Paul W. Greenwell is the lead portfolio manager. Mr. Greenwell joined the Luther King Capital Management Corporation in 1983 and has served as Principal (since 1986) and Vice President and Portfolio Manager (since 1983). Mr. Greenwell graduated with a Bachelor of Science from the University of Missouri. | ||
| Michael C. Yeager | Director | 2005 | 2007 |
| Biography | Mr. Yeager joined Luther King Capital Management Corporation in 2001 and serves as Vice President and Director of Research. Mr. Yeager graduated with a Bachelor of Business Administration and a Masters of Business Administration from Texas Christian University. | ||
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