Luther King Capital Management (LKCM) serves as investment adviser to the LKCM Aquinas Funds. Founded in 1979 as an investment advisory firm, LKCM provides investment management services to religious organizations, pension and profit sharing plans, endowments, foundations, investment companies, trusts, estates and high net-worth individuals. LKCM is committed to selecting securities for the LKCM Aquinas Funds based on sound fundamental investing principles and most importantly, Catholic values.
The investment guidelines set forth by the United States Conference of Catholic Bishops serve as a guide in the selection of securities for the LKCM Aquinas Funds. The LKCM Aquinas Funds follow these guidelines by using an approach that focuses on Catholic values screening of portfolio companies, proactive dialogue with those companies whose practices conflict with the guidelines, and potential exclusion of those companies that are unwilling to alter their practices over a reasonable period of time.
The LKCM Aquinas Funds are managed with the philosophy that investors should not sacrifice investment performance for their Catholic values. The investment team at LKCM is committed to managing the LKCM Aquinas Funds to provide a vehicle for Catholic values investing with the potential for solid investment performance.
