Lane Generational LLC
Lane Generational LLC is a boutique active investment manager headquartered in Charleston, South Carolina, United States. Founded by Fred Lane, an investment professional with over four decades of experience, the firm became an independent registered investment advisor in 2020 after its initial establishment within Raymond James in 2015. Lane Generational serves primarily high-net-worth individuals and family offices with a strong emphasis on transparency, communication, and alignment of interests. With a small specialized team, they focus on growing and protecting client purchasing power through disciplined equity investing.
Investment Strategy
Lane Generational manages investments on a discretionary basis, primarily specializing in a concentrated public equity strategy aimed at long-term capital appreciation. Portfolios are structured as separately managed accounts to give clients greater transparency and real-time access, and to allow for tax-loss harvesting to improve long-term tax efficiency. The firm invests alongside its clients, does not earn commissions or referral fees, and prioritizes independent analysis and innovative thinking. Their equity approach is conviction-driven, generally long-only and concentrated, seeking compounding of wealth above market rates of return and protection of purchasing power across market cycles.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CDE | COEUR MNG INC | 7.32% | $7.8M | 885,629 | $5.92 | $8.86 | +$2.5M |
A AEM | AGNICO EAGLE MINES LTD | 6.97% | $7.5M | 62,867 | $48.81 | $118.93 | +$142.7K |
O OR | OR ROYALTIES INC. | 6.49% | $7.0M | 270,724 | $25.71 | $25.71 | +$7.0M |
S SPIR | SPIRE GLOBAL INC | 6.02% | $6.5M | 542,741 | $6.70 | $11.90 | +$2.5M |
X XYZ | BLOCK INC | 5.64% | $6.0M | 88,963 | $88.09 | $67.93 | +$1.1M |