The Lane Five Investment Process is driven through a collaborative approach led by an experienced leader working with a team of Analysts. Each analyst is a Generalist, who works with the Portfolio Manager to find ideas, integrate process, value securities and optimize the portfolio.
Lisa founded Lane Five in January, 2007. She managed a long/short equity hedge fund for Matador Capital Management for over two years prior to founding Lane Five, and spent over ten years at Legg Mason Capital Management. At Legg Mason, she was the Director of Research and portfolio manager of the Legg Mason Special Investment Trust. She co-managed this fund with Bill Miller from 1997-2000. As sole manager of the fund from 2001-2003 she achieved top-decile returns as tracked by Lipper. Lisa graduated from Yale in 1988 and received her CFA designation in 1994.
Erica joined Lane Five in the summer of 2007. She was an Associate Analyst in the Equity and Capital Markets Research Group of Mercantile Capital Advisors (now PNC Advisors) for nearly two years prior to that. Erica graduated from Loyola College in Maryland in 2005 and received her CFA designation in 2010.
Matthew came to Lane Five in the summer of 2010 after graduating from Columbia Business School’s MBA program with Beta Gamma Sigma Honors. At Columbia, he was part of the selective Value Investing Program. Prior to Columbia, Matthew was a consultant with Accenture for two years before joining the Valuation Group at Deloitte’s Corporate Finance Advisory practice in London. Matthew also served as an analyst with the Hummingbird Value Funds. He received a BSc in Physics and Philosophy from the University of Nottingham in 2004.