LKCM Technology Partnership, L.P. seeks to achieve long-term capital appreciation by investing in technology-related companies. More specifically, it is an all capitalization long-biased partnership, which invests in secularly advantaged technology companies where the business potential and technologies appear under appreciated by the investment community, coupled with hedges provided by short positions in structurally less advantaged names where investor sentiment appears too optimistic.
The development of investment opportunities into this partnership emanates from the fundamental research process led by our experienced internal research staff. This team performs rigorous, primary research that seeks to identify small, mid and large capitalization companies that have a true competitive advantage in their industry. This philosophy provides the basis for our investments in this partnership and is consistent with our firm-wide approach of seeking to build long-term value for our clients.