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Lkcm Small Capital Equity Fund Class Institutional (LKSCX)

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20.71 +0.05    +0.24%
13/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 282.66M
LKCM Small Cap Equity Instl 20.71 +0.05 +0.24%

LKSCX Overview

 
On this page you'll find an in-depth profile of Lkcm Small Capital Equity Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of LKSCX among other information.
Category

Small Growth

Total Assets

282.66M

Expenses

1%

Inception Date

34529

Contact Information

Address 301 Commerce Street, Suite 1600
Fort Worth,TX 76102
United States
Phone +1 8006885526

Top Executives

Name Title Since Until
Mark L. Johnson Principal, Vice President, Portfolio Manager 2021 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.
Mason D. King Principal 2017 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.
J. Luther King Founder 1994 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 1996 2021
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.
Jonathan B. Deweese Principal, Vice President, Portfolio Manager/Analyst 2010 2017
Biography Jonathan B. Deweese, CFA, is a member of the investment team responsible for the LKCM Small Cap Equity Fund and LKCM Small-Mid Cap Equity Fund. Mr. Deweese has been an Analyst with the Adviser since 2003. Mr. Deweese graduated with a Bachelor of Science from the University of Arkansas and a Masters of Business Administration from the University of Texas.
Benjamin M. Cowan Analyst 2010 2017
Biography Benjamin M. Cowan, CFA, is a member of the investment team responsible for the LKCM Small Cap Equity Fund and LKCM Small-Mid Cap Equity Fund. Mr. Cowan has been an Analyst with Luther King Capital Management Corporation. since 2005. Mr. Cowan graduated summa cum laude with a Bachelor of Business Administration in Finance and Accounting at Texas Christian University.
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