Hedge Fund - Ivy Lane Capital

Established in Q4 of 2010 by Robert Koehn, Ivy Lane Capital Management is a Florida-based hedge fund focused on fundamental value-oriented strategies. The firm seeks to generate returns by investing across the capital structure in complex and contrarian situations with catalysts for value realization, including spin-offs, recapitalizations, tender offers, and hidden asset realizations.

Robert W. Koehn currently serves as the Chief Investment Officer & Managing Member at Ivy Lane Capital Management LLC, a position he has held since 2010. Previously, he held roles as Managing Director at Trivest Partners LP from 1999 to 2005, and earlier as an Associate at First Union Capital Markets Corp. He also served as a Director at Brown Jordan, Inc. Robert Koehn earned his undergraduate degree from Princeton University and obtained an MBA from The University of North Carolina at Chapel Hill.

IVY Lane Capital Management is a prominent advisory firm managing $160,983,536 in discretionary assets, according to their Form ADV filed on March 2024. Serving 1 client, their Q1 2024 13F filing revealed $163,480,070 in managed 13F securities, with a concentrated top 10 holdings accounting for 94.12% of their portfolio. Microsoft Corp. stands as the firm's largest holding, with 86,000 shares held.