Meet David Lundgren, CMT CFA
Portfolio Manager, Advisor, Innovator, Teacher
David 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. David also held senior analyst positions at Fidelity & Thomson Financial.
In addition, he 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 the portfolio manager of a private long short momentum & trend following hedge fund.
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 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.
Meet Rick Casella
Director of Business Development
Rick Casella is Director of Business Development for MOTR and responsible for the company’s distribution, and client and business development. He is concurrently Founder & President of Interlink Markets and with more than 25 years of experience in Boston and on Wall Street, Rick has a compelling track record of building highly successful business lines.
Before founding Interlink, he served as managing director at INTL FCStone, Inc., where he founded and developed the U.S. Institutional Equities division for the global Fortune 500 company. He previously held a similar role at Bulltick Capital Markets LLC. Prior to that, he was partner at Pacific Crest Securities, Inc. where he successfully initiated and developed its Boston operation, and head of the Boston office for Dain Rauscher Wessels, Inc.
A technical, quantitative and market analyst, Rick has also been chairman of both the South Florida and Boston chapters of the Market Technicians Association. He graduated cum laude from Boston College. Rick holds Series 7, 24, 57, 63 and 99 securities registrations.
A former competitive endurance athlete, Rick has several Ironman Triathlon finishes to his credit. He has also volunteered as a project specialist with the U.S. Department of Veterans Affairs.
Simplified Market Analysis
Our Guiding Principles
MOMENTUM
(the “MO” in MOTR)
The tendency for stocks that have recently outperformed the market to continue outperforming into the future.
TREND FOLLOWING
(the “TR” in MOTR)
Identifying stocks for purchase that are rising in price and identifying stocks to sell or short that are falling in price.
RELATIVE PERFORMANCE
Stock’s price divided by the S&P. By charting this ratio, we can identify those stocks that are outperforming (rising ratio) and underperforming (falling ratio) the S&P 500.
Multiple Timeframes
These models are monitored in multiple timeframes in order to provide context to short-term volatility, with the longer-term analysis being critical to this judgement.
HISTORY
By studying and learning from prior market cycles, we are better prepared to navigate the present cycle.
The MOTR Product
Q: Weekly, Not Daily. Why?
A: “Although I conduct hours of systematic and discretionary research each day, the simple reality is that there just isn’t much to report in terms of change, day to day.
Having been in the business for over 30 years, and on the buyside for over twenty, I was constantly standing in front of the fire hose of information that hit my terminal each day. I decided early on in my career to turn most of it off and rely instead on my own process that was developed to absorb and interpret the message of the market.
This has been especially important in this age of social media and FinTwit, where hyperbolic opinions are everywhere, and the need to be the first to say something trumps the need for quiet, rules-based market observation.
All that matters is what the market thinks, so all I care about is listening to the market as systematically and unbiased as I possibly can.
The MOTR research reports and videos are my notes from all the conversations I have with the market each day via my research process, distilled down to what I have identified to be the most important trends and changes in those trends from week to week.”
