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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Madison Investment Advisors | Portfolio Manager | Sep 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
Others at Madison Asset Management, LLC (19)
| Name | Role | Location |
|---|---|---|
| Vice President and Portfolio Manager | Madison, WI , United States | |
| Portfolio Manager | Madison, WI , United States | |
D Dave Geisler | Portfolio Manager | Middleton, WI , United States |
| Portfolio Manager | Milwaukee, WI , United States | |
| Portfolio Manager | Madison, WI , United States | |
H Haruki Toyama | Head of Large Cap and Mid Cap Equity, Portfolio Manager and Analyst | Madison, WI , United States |
J Jeffrey Matthias | Vice President, Portfolio Manager and Strategist | Madison, WI , United States |
| Portfolio Manager | Madison, WI , United States | |
| Large Cap Portfolio Manager and Analyst | United States | |
M Marian Quade | Vice President and Senior Portfolio Manager | Waunakee, WI , United States |
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