General Investing >> Money Manager Interviews >> September 15, 2003
ROGER E. KING, Chairman and President of King Investment Advisors, Inc.,
has been with the firm 22 years and has 32 years of experience in
investment management. A CFA and Chartered Investment Counselor, he has
a BA in Business Administration from Lipscomb University, an MA in
Political Science from Middle Tennessee State University, and he was a
National Science Fellow at Cornell University. King Investment Advisors,
Inc., was established in 1981, and Mr. King has served as President
since 1986. Before co-founding the firm, he was Senior Vice President
and Chief Investment Officer with Sun Life Group/Sun Insurance Services
in Atlanta, managing $700 million in securities. He served in a similar
capacity with GULFCO Capital Management (Gulf Life Holding Company), and
he began his investment career with the American General companies. He
served two years as President of the Jacksonville, Florida Financial
Analysts' Society. He is Chairman of the Investment Advisory Group,
Chief Investment Officer, a senior portfolio manager and a securities
analyst. He is also a member of the Houston Society of Financial
Analysts. Profile
LEAH R. FRIDAY is a Senior Vice President, portfolio manager, and
securities analyst for King Investment Advisors, Inc. She has been with
the firm eight years and has 11 years of experience in the investment
business. A CFA charterholder and a Chartered Investment Counselor, she
is a graduate of Texas A&M University with a BS in Economics. Before
joining King Investment Advisors, she was a research analyst for Capital
Research & Management in Los Angeles. As an analyst for King, she has
followed the healthcare and retail industries for the last eight years.
She authors the firm's quarterly portfolio analysis publication, KING
Portfolio Review, and has been both author and contributing author of
The Decision Maker, a quarterly commentary on the financial markets and
the economic environment. Her articles on the firm's equity holdings are
widely distributed to major brokerage firms within the industry.
Currently, she serves as an officer and Board member of the Houston
Society of Financial Analysts and is the current Chair of the
organization's Education Committee. Profile
TWST: Could we start out with a quick overview of King InvestmentAdvisors?
Mr. King: The firm is in its 23rd year. We are an investment advisor
whose clients include institutions such as