LKCM Headwater Investments is a Texas-based private investment firm that seeks to partner with management teams to build stronger, more enduring and highly successful companies.
We take an operationally-minded approach and provide companies with the tools necessary to build market leaders with sustainable competitive advantages. Our investment discipline is derived from several decades of investing capital for our partners and ourselves. LKCM, our investment team, affiliates and related parties collectively represent approximately 30% of our committed capital, demonstrating both a passion for and belief in our efforts.
LKCM Headwater Investments is affiliated with Luther King Capital Management, an SEC-registered investment firm established in 1979 with over $25.7B of AUM, 62 investment and other professionals and 96 employees*. LKCM’s proven investment discipline centers on a long-term focus of investing in well-managed companies that demonstrate an ability to re-invest cash flows into high return investment opportunities. LKCM maintains a client and employee centric culture which facilitates our ability to empathize with the challenges faced by many operators. Along with an in-house investment research team, LKCM provides LKCM Headwater Investments with a network of pre-existing relationships, as well as back-office, legal, compliance and tax resources.
*as of 03/31/2021