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FUNDS

David Lundgren

Founder & Chief Market Strategist,

MOTR Capital Management & Research, Inc.

About David

David Lundgren has more than three decades of investment industry experience, with a focus on technical analysis strategies, particularly momentum and trend following. He is the former director of technical research at Wellington Management, where he was also a managing director and portfolio manager with extensive experience managing global long only and US long-short portfolios. He has also held senior analyst positions at Fidelity & Thomson Financial.In addition, Mr. Lundgren has started several research and investment firms, including hedge fund Lyceum Capital, Breakaway Research, and most recently MOTR Capital Management & Research, Inc. He is also currently the portfolio manager of a private long/short momentum & trend following hedge fund.Mr. Lundgren taught a graduate level technical analysis course at Brandeis International Business School, in Waltham, MA (June 2015-June 2020), where he received the 2015 Excellence in Teaching Award in his first year. He is a Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) dual charter holder, and a member CMT Association's board of directors.He launched and Co-Hosts "Fill the Gap", CMT Association's official podcast. Mr. Lundgren is a graduate of Babson College, with a finance and investments dual major.

David's Videos

A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.


CFP Board Pending/1 Hour I&WI CE Credits