J. Patrick Clegg

LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships.

Security & commodity exchanges

GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).