Definitive Materials Filed by Investment Companies. (497)
October 10 2013 - 3:59PM
Edgar (US Regulatory)
LKCM FUNDS
LKCM Aquinas Small Cap Fund
LKCM Aquinas Value Fund
LKCM Aquinas Growth Fund
(each a “Fund” and collectively, the “Funds”)
Supplement dated October 10, 2013
To the Prospectus dated May 1, 2013
1. The information regarding portfolio managers for the LKCM Aquinas Value Fund appearing in the “Summary Section” under “Portfolio Managers” on page 6 is hereby deleted and replaced with the following:
Name
|
Title
|
Experience with the Fund
|
Paul W. Greenwell
|
Principal, Vice President and Portfolio
Manager
|
Since Inception in 2005
|
Michael C. Yeager, CFA, CPA
|
Vice President and Director of Research
|
Since 2010
|
R. Todd Truitt, CFA
|
Vice President and Analyst
|
Since 2010
|
2. The information regarding portfolio managers for the LKCM Aquinas Growth Fund appearing in the “Summary Section” under “Portfolio Managers” on page 9 is hereby deleted and replaced with the following:
Name
|
Title
|
Experience with the Fund
|
Gary G. Walsh, CFA, CPA
|
Principal, Vice President and Portfolio
Manager
|
Since 2013
|
Paul W. Greenwell
|
Principal, Vice President and Portfolio
Manager
|
Since 2010
|
James J. Kerrigan, CFA
|
Vice President and Analyst
|
Since 2010
|
David M. Lehmann, CFA
|
Vice President and Analyst
|
Since 2010
|
3. The fourth paragraph under “Portfolio Managers” on page 14 is hereby deleted and replaced with the following:
Gary G. Walsh, CFA, CPA
, is the lead portfolio manager of the LKCM Aquinas Growth Fund and oversees the investment team responsible for the LKCM Aquinas Growth Fund. Mr. Walsh has been a Vice President and Portfolio Manager of the Adviser since 1994 and Principal since 2004. Mr. Walsh graduated with a Bachelor of Business Administration from Southern Methodist University and a Masters of Business Administration from Texas Christian University.
LKCM FUNDS
LKCM Aquinas Small Cap Fund
LKCM Aquinas Value Fund
LKCM Aquinas Growth Fund
(each a “Fund” and collectively, the “Funds”)
Supplement dated October 10, 2013
To the Statement of Additional Information
dated May 1, 2013
1. The information for James B. Orser under “Portfolio Managers” on page 20 is hereby deleted and replaced with the following:
|
Number of Other Accounts Managed and
Assets by Account Type
|
Number of Accounts and Assets for which
Advisory Fee is Performance Based
|
|
Registered
Investment
Companies
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
Registered
Investment
Companies
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
Gary G. Walsh
|
0
|
0
|
180
$238 million
|
0
|
0
|
0
|
2. The information under “Ownership of Securities” for the LKCM Aquinas Value Fund and LKCM Aquinas Growth Fund on page 23 is hereby deleted and replaced with the following:
Fund Name
|
Name of Portfolio Manager
|
Dollar Value of Shares Owned
|
Value Fund
|
Paul W. Greenwell
Michael C. Yeager
R. Todd Truitt
|
G
A
A
|
Growth Fund
|
Gary G. Walsh
Paul W. Greenwell
James J. Kerrigan
David M. Lehmann
|
A
A
A
A
|
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