Insights

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

Luther King Capital Management First Quarter 2025 Review

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At the end of last year, the U.S. economy appeared strong – Gross Domestic Product was expanding at nearly 3%, unemployment remained low, the Federal Reserve had recently reduced interest rates by 1%, and the equity market was reaching new highs. Optimism was high that newly elected President Trump would stimulate economic growth through deregulation and substantial tax reform. One notable initiative was a proposal to lower the corporate tax rate to 15%, contributing to a surge in business confidence, and manufacturing output even turned positive after a prolonged slump.

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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.

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