Interview with Mason D. King, CFA: Breaking Down LKCM’s Small-Cap Stock Strategy on CNBC

Click here to view interview

CNBC No. 1 financial advisor: How to navigate an ‘unusual’ market

Disclosure: The annual CNBC FA 100 ranking was published on September 12, 2023 on www.cnbc.com. The methodology which CNBC employed to determine the FA 100 ranking for 2023 can be found here. CNBC receives no compensation from placing financial advisory firms on the list. Additionally, an advisor’s appearance on the ranking does not constitute an individual endorsement by CNBC of any firm.  CNBC updates its list of financial advisors each year, and that ranking only speaks for the 2023 listing.

 

Watch Our Third Quarter 2025 Economic Commentary with Mason D. King, CFA, Vice President, Director of Public Equity Investment Strategies, Portfolio Manager

Luther King Capital Management Third Quarter 2025 Review

View Printable Version

The U.S. economy remains remarkably resilient.  Growth has surprised to the upside for much of the year, while the labor market has softened marginally, and progress on lower inflation has stalled.  Against this backdrop, the Federal Reserve Bank began easing monetary policy in September to manage downside risks while hoping to avoid stoking inflation.  Following a spike in initial unemployment benefit claims several weeks ago, both initial and continuing claims have begun to decline, reflecting relatively limited layoffs.  This has created what Federal Reserve Chairman Jerome Powell calls a “curious balance” in the labor market, where the supply of labor and demand for labor are falling simultaneously.

Continue reading “Luther King Capital Management Third Quarter 2025 Review”

Read the Wall Street Journal Transcript: Small Cap Space Offers a Discount Relative to the S&P 500

TWST: Could you tell me about the firm?

Mr. King: Luther King Capital Management is a registered investment advisory firm, based in Fort Worth, Texas, with offices in Fort Worth, Dallas, San Antonio and Austin, principally serving the taxable space that represents about 70% to 75% of our assets under management. And we are an active manager in both the public equity space, as well as fixed income, and an expanding private equity effort as well.

Continue Reading Printable Version