David Lundgren, CMT CFA

Chief Market Strategist and Portfolio Manager

LHA MOTR Long-Short Strategy
Mike Thompson

David Lundgren CMT, CFA
LHA MOTR Long-Short Strategy Portfolio Manager

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.

LHA MOTR Long-Short Strategy

LHA MOTR Long-Short strategy is an actively managed private portfolio that employs systematic momentum and trend analysis to identify candidates for long and short exposure. The strategy is managed by David Lundgren, CMT CFA, with a long career in technical research and portfolio management. He also publishes technical research for portfolio managers, RIAs, family offices, and active investors, which is available on the MOTR Research website, click on the button below to check it out. David is the host of the CMT Association’s “Fill the Gap” podcast.

MOTR Research Website

We believe that tactical adjustments around beta are good sources of alpha.

Our Philosophy