Author: Luther King Capital Management

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

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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

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Luther King Capital Management Fourth Quarter 2025 Review

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The year 2025 was good for both the economy and capital markets.  Investment in Artificial Intelligence (AI), data centers, software, and R&D collectively proved to be a significant engine of economic growth and stock market returns.  After contracting at a -0.5% annualized rate in the first quarter, mainly due to inventory distortions as firms rushed to fill warehouses ahead of pending tariffs, the economy rebounded decisively.  Real Gross Domestic Product (GDP) growth accelerated to 3.8% and 4.3% in the second and third quarters, respectively, underscoring underlying momentum once trade-related noise faded.

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

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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.

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