Douglas C. Lane & Associates Inc. (DCLA®) is a registered investment advisory firm based in New York City. It manages approximately $4 billion of capital of high net worth families, trusts, pensions, endowments, foundations and institutions.
It disclosed an equity portfolio valued at some $3.5 billion as of the end of the third quarter. The equity portfolio is mainly invested in Industrials (22%), Technology (17%) and Consumer Discretionary (17%) stocks. Douglas C. Lane’s last 13F filing showed that the fund raised its exposure towards financials but reduced his holdings in the health care sector. Continue Reading »