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David Lehmann

David Lehmann

Principal, Analyst, Portfolio Manager at King Luther Capital Management Corp.

Fort Worth, TX , United States

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

OrganizationRoleDate RangeDetails
Luther King Capital ManagementPrincipal, Analyst, Portfolio ManagerAug 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 BrothersTechnology AnalystApr 2000 to Jul 2003
Salomon Smith BarneyEquity Research, Enterprise SoftwareSep 1998 to Apr 2000
SprintSoftware DeveloperJun 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)

NameRoleLocation
Alan Ives
Alan Ives
Portfolio ManagerTX , United States
Arthur Yeager
Arthur Yeager
AnalystFort Worth, TX , United States
Brittny Allred
Brittny Allred
Vice President, Portfolio Manager and AnalystDallas, TX , United States
Chip Nance
Chip Nance
Senior Portfolio ManagerSan Antonio, TX , United States
D
David May
Vice PresidentAustin, TX , United States
Elisabeth Schrimpshere
Elisabeth Schrimpshere
Performance AnalystEuless, TX , United States
Fred Labatt
Fred Labatt
Portfolio ManagerSan Antonio, TX , United States
G
Gary Walsh
Principal and Portfolio ManagerFort Worth, TX , United States
Jenna Brickhouse
Jenna Brickhouse
Special Project AnalystFort Worth, TX , United States
Jeremy Blackman
Jeremy Blackman
Portfolio ManagerAustin, TX , United States
Showing 1-10 of 31 team members