DOUGLAS C LANE & Overview
Douglas C Lane & Associates Inc is an investment advisor that manages 4.4 BN dollars in regulatory AUM and has 32 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 5BN in positions, representing 116% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 5BN in positions, representing 116% of the manager's regulatory AUM.
DOUGLAS C LANE & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DOUGLAS C LANE & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ILMN | 2.92% | Health | -10.27% | -0.13% | 0 | 10% | ||
| IAC | 2.33% | Tech | -15.07% | -0.06% | 1 | 11% | ||
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FEATURED IN
DOUGLAS C LANE & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Douglas C. Lane | President, Ceo | July-1994 |
| Sharon G. Lane | Principal, Chief Operating Officer, Chief Compliance Officer, Chief Financial Officer And Chief Legal Officer | July-1994 |
| Edward D. Dewees | Principal, Managing Director | January-2000 |
| Sarat Sethi | Principal, Managing Director | January-2001 |
| Barbara A. Colucci | Principal, Chief Operations Officer | January-2008 |
| John R. Sini | Principal | January-2006 |
| Matthew L. Vetto | Principal | January-2007 |
| Marc V. Milic | Principal | January-2008 |
| Andrew P. Segal | Principal | January-2008 |
| Michael S. Razewski | Principal | January-2013 |
DOUGLAS C LANE & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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DOUGLAS C LANE & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Analysis: Our investment philosophy seeks to provide above-average total returns for our clients’ capital through long-term investment in individual equity and fixed-income securities. We seek to invest in companies that have business models that can generate attractive long-term returns for our clients. We do not invest in any pooled or collective vehicles such as hedge funds or private equity funds.
Central to every investment decision we make on behalf of our clients is our proprietary fundamental research process. We have an eight-member Research Committee which includes six principals, all of whom are portfolio managers/research analysts and serve as the voting members of the Committee, and two members who are non-voting research analysts. Six of the members also hold the Chartered Financial Analyst® designation. The members of the research
committee travel extensively during the year to meet in...
Unlock Full Investment Process Description
Analysis: Our investment philosophy seeks to provide above-average total returns for our clients’ capital through long-term investment in individual equity and fixed-income securities. We seek to invest in companies that have business models that can generate attractive long-term returns for our clients. We do not invest in any pooled or collective vehicles such as hedge funds or private equity funds.
Central to every investment decision we make on behalf of our clients is our proprietary fundamental research process. We have an eight-member Research Committee which includes six principals, all of whom are portfolio managers/research analysts and serve as the voting members of the Committee, and two members who are non-voting research analysts. Six of the members also hold the Chartered Financial Analyst® designation. The members of the research
committee travel extensively during the year to meet in...
Unlock Full Investment Process Description
DOUGLAS C LANE & Portfolio Concentration
DOUGLAS C LANE & Location
777 THIRD AVENUE
38TH FLOOR
NEW YORK, New York
UNITED STATES, 10017-1307
38TH FLOOR
NEW YORK, New York
UNITED STATES, 10017-1307
DOUGLAS C LANE & Contact Information
Phone Number: 212-262-7670
Fax Number: 212-262-2801
Website: https://www.dclainc.com/
Fax Number: 212-262-2801
Website: https://www.dclainc.com/
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