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 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 86% of the manager's regulatory AUM.

DOUGLAS C LANE & StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DOUGLAS C LANE & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DAL 2.31% Industrials 22.05% 0.32% 0 22%
QCOM 2.17% Tech -2.37% -0.02% 0 23%
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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

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...
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DOUGLAS C LANE & Portfolio Concentration

DOUGLAS C LANE & Location

777 THIRD AVENUE
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:

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