Student of History, Investing in the Present

A 2021 Interview with Stocks & Commodities Magazine.

David Lundgren, CMT, CFA, is a 30-year investment industry veteran with a focus on technical analysis strategies, particularly momentum and trend following. Most recently, he was a managing director, portfolio manager, and director of technical research at Wellington Management. He has held similar positions at Fidelity Management and Thomson Financial as well. In addition, he has launched several research and investment firms, including Lundgren Financial Services, Breakaway Research, and hedge fund Lyceum Capital.

Lundgren is a Chartered Financial Analyst (CFA) and a member of the CFA Institute. He is also a Chartered Market Technician (CMT) and serves on the CMT Association’s board of directors. He is a frequent guest speaker at conferences and seminars, including the IFTA and CFA Institute. He graduated from Babson College in I988 with a degree in finance and investments.

He co-hosts the monthly podcast “Fill the Gap” for the CMT Associa­tion, which he launched at the start of 2021.

STOCKS & COMMODITIES contributing writer Karl Montevirgen in­terviewed David Lundgren in April 2021 to ask him for some of his insights from his decades of experience in research and investment, as well as to explore some of the strong historical links between technical and fundamental analysis.

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