Who We Are...
Luther King Capital Management (LKCM) serves as investment adviser to the LKCM Aquinas Catholic Equity Fund. 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 Catholic Equity Fund 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 Catholic Equity Fund. The LKCM Aquinas Catholic Equity Fund follows 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 Catholic Equity Fund is 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 Catholic Equity Fund to provide a vehicle for Catholic values investing with the potential for solid investment performance.
Please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges, and expenses. A free hard-copy is available by calling 1-800-423-6369.
The LKCM Aquinas Catholic Equity Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the LKCM Aquinas Catholic Equity Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk; loss of principal is possible. Since the Adviser considers other factors in addition to traditional investment criteria when selecting portfolio securities, it may forego a profitable investment opportunity or sell a security when it may be disadvantageous to do so. Investments in small-and-mid-cap companies involve additional risks such as limited liquidity and greater volatility.
The LKCM Aquinas Catholic Equity Fund is distributed by Quasar Distributors, LLC.