David Lundgren

Matt Thompson

David Lundgren, CMT CFA

Chief Market Strategist & Portfolio Manager of the private fund LHA MOTR Long Short Fund, LP

David is a 30-year investment industry veteran, with a focus on technical analysis strategies, particularly momentum and trend following. He is the former Director of Technical Research at Wellington Management (Nov. 2007-Dec. 2020), where he was also a portfolio manager with extensive experience managing global long only and US long-short portfolios. David also held senior analyst positions at Fidelity & Thomson Financial (May 1996-Sept. 2002). In addition, he has started several research and investment firms, including hedge fund Lyceum Capital (Sept. 2002-Dec 2004), Breakaway Research (Jan. 2004-Nov.2007), and most recently MOTR Capital Management & Research, Inc. (March 2022).

David 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 (January 2021) and Co-Hosts “Fill the Gap”, CMT Association’s official podcast. David is a graduate of Babson College (1988), with a finance and investments dual major.

We believe true diversification and risk management is not achievable from within a style-box but from strategies outside of a style-box.