David Lehmann
Principal, Analyst, Portfolio Manager at King Luther Capital Management Corp.
About
David Lehmann is a Principal, Analyst, and Portfolio Manager at Luther King Capital Management Corporation (LKCM) in Fort Worth, Texas. He has held this role since August 2003, where his primary responsibilities include serving as Director of Research, managing the LKCM Technology Partnership, and leading equity research with a focus on technology investments. Lehmann is recognized for his expertise in identifying long-term investment opportunities in technology companies with sustainable competitive advantages.
Lehmann specializes in the technology sector, with a particular emphasis on enterprise software and technology-driven businesses. His investment approach combines fundamental analysis and strategic research, focusing on companies that demonstrate strong competitive positioning and growth potential. He manages portfolios for high-net-worth individuals, institutional clients, and investment companies, leveraging his deep sector knowledge to deliver tailored investment solutions.
Prior to joining LKCM, Lehmann was a Technology Analyst at Lehman Brothers and an Equity Research Associate at Salomon Smith Barney, where he covered enterprise software. He holds an MBA from the Southern Methodist University Cox School of Business and a BBA in Information Systems and Finance from the University of Oklahoma. Lehmann is a Chartered Financial Analyst (CFA) and has contributed to the investment industry through his research, portfolio management, and leadership in technology-focused investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Luther King Capital Management | Principal, Analyst, Portfolio Manager | Aug 2003 to Present | Primary analytical responsibility for technology investments across all market caps. Director of Research Portfolio manager of LKCM Technology Partnership, a long-biased strategy focused on longer-ter... |
| Lehman Brothers | Technology Analyst | Apr 2000 to Jul 2003 | — |
| Salomon Smith Barney | Equity Research, Enterprise Software | Sep 1998 to Apr 2000 | — |
| Sprint | Software Developer | Jun 1996 to Sep 1998 | — |
Education
Southern Methodist University - Cox School of Business
MBA
2005 — 2007
University of Oklahoma
BBA, Information Systems, Finance
1992 — 1996
Others at King Luther Capital Management Corp. (31)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | TX , United States | |
| Analyst | Fort Worth, TX , United States | |
| Vice President, Portfolio Manager and Analyst | Dallas, TX , United States | |
| Senior Portfolio Manager | San Antonio, TX , United States | |
D David May | Vice President | Austin, TX , United States |
| Performance Analyst | Euless, TX , United States | |
| Portfolio Manager | San Antonio, TX , United States | |
G Gary Walsh | Principal and Portfolio Manager | Fort Worth, TX , United States |
| Special Project Analyst | Fort Worth, TX , United States | |
| Portfolio Manager | Austin, TX , United States |