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Richard Lane

Richard Lane

Portfolio Manager at Madison Asset Management, LLC

Milwaukee, WI , United States

About

Richard Lane is a Portfolio Manager at Madison Investment Advisors, based in Milwaukee, WI. Since joining Madison in 2019 following the firm's acquisition of Broadview Advisors, he has been responsible for managing the Madison Small Cap Equity strategy, focusing on identifying and investing in high-quality, enduring small-cap businesses with strong management teams. Mr. Lane, who previously served as founder and President of Broadview Advisors, brings decades of experience managing small-cap portfolios and maintaining a disciplined, fundamentals-driven investment philosophy.

His investment expertise centers on U.S. small-cap equities, with a particular emphasis on fundamental research, high active share, and a focus on generating alpha through long-term investments in businesses poised for sustainable growth and value creation. Lane is best known for overseeing the transition of the 22-year track record Broadview Opportunity Fund into the Madison Small Cap Fund, continuing its legacy of performance.

Richard Lane holds an MBA in Economics and Business, as well as completion of the Applied Security Analysis Program, from the University of Wisconsin-Madison. His career is distinguished by a commitment to investment excellence, operational rigor, and client-oriented portfolio management within the U.S. small-cap equity sector.

Career History

OrganizationRoleDate RangeDetails
Madison Investment AdvisorsPortfolio ManagerSep 2019 to Present
Portfolio Manager for Madison Investment Advisors as of 9/01/2019 Previously Founder,President and Portfolio Manager for Broadview Advisors and Broadview Opportunity Fund (BVAOX) small and mid cap cor...

Education

University of Wisconsin-Madison

Master of Business Administration (M.B.A.), Economics and Business and the Applied Security Analysis Program

1974 1982

Skills & Expertise

Valuation
Private Equity
Asset Management
Hedge Funds
Mergers & Acquisitions
Portfolio Management
Financial Modeling
Investments
Equities
Alternative Investments
Financial Analysis
Mutual Funds
Asset Allocation
Due Diligence
Leadership
Mergers and Acquisitions
Project Management
Business Analysis
Microsoft Office

Others at Madison Asset Management, LLC (19)

NameRoleLocation
Alan Shepard
Alan Shepard
Vice President and Portfolio ManagerMadison, WI , United States
Andy Romanowich
Andy Romanowich
Portfolio ManagerMadison, WI , United States
D
Dave Geisler
Portfolio ManagerMiddleton, WI , United States
Douglas Fry
Douglas Fry
Portfolio ManagerMilwaukee, WI , United States
Drew Justman
Drew Justman
Portfolio ManagerMadison, WI , United States
H
Haruki Toyama
Head of Large Cap and Mid Cap Equity, Portfolio Manager and AnalystMadison, WI , United States
J
Jeffrey Matthias
Vice President, Portfolio Manager and StrategistMadison, WI , United States
John Brown
John Brown
Portfolio ManagerMadison, WI , United States
Joseph Maginot
Joseph Maginot
Large Cap Portfolio Manager and AnalystUnited States
M
Marian Quade
Vice President and Senior Portfolio ManagerWaunakee, WI , United States
Showing 1-10 of 19 team members

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