Interview: A Conversation With David Lundgren by Karl Montevirgen
David Lundgren, CMT, CFA, is a 30-year investment industry veteran with a focus on technical analysis strategies, particularly momentum and trend following. 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. He has launched several research and investment firms, including Lundgren Financial Services, Breakaway Research, and hedge fund Lyceum Capital. 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 to ask him for some of his insights as well as to explore some of the strong historical links between technical and fundamental analysis ...