![David Lundgren](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Lundgren
Portefeuillebeheerder-Aandelen bij
Little Harbor Advisors LLC
Profiel
Mr. David Lundgren, CFA, is a Chief Market Strategist & Portfolio Manager at Little Harbor Advisors LLC.
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.
Mr. Lundgren 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).
He received his undergraduate degree from Babson College.
Actieve functies van David Lundgren
| Bedrijven | Functie | Begin |
|---|---|---|
Little Harbor Advisors LLC
 Little Harbor Advisors LLC Investment ManagersFinance LHA delivers actively managed tactical investment strategies that combine statistical analysis with deep portfolio manager experience and skills. Each strategy has a place in an overall portfolio seeking to deliver either tactical equity or tactical fixed income exposure for risk mitigation, diversification, enhanced return, or a combination of these attributes. Investors may use one or more strategies as a complement to an overall portfolio or as a core allocation to equities and/or fixed income. | Portefeuillebeheerder-Aandelen | 01-03-2022 |
Eerdere bekende functies van David Lundgren
| Bedrijven | Functie | Einde |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Portefeuillebeheerder-Aandelen | 01-12-2020 |
Breakaway Crowdfunding Pty Ltd.
 Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Provides investment research | Corporate Officer/Principal | - |
Opleiding van David Lundgren
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
76
Eerstegraads connecties
4
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Besturend
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Little Harbor Advisors LLC
Little Harbor Advisors LLC Investment ManagersFinance LHA delivers actively managed tactical investment strategies that combine statistical analysis with deep portfolio manager experience and skills. Each strategy has a place in an overall portfolio seeking to deliver either tactical equity or tactical fixed income exposure for risk mitigation, diversification, enhanced return, or a combination of these attributes. Investors may use one or more strategies as a complement to an overall portfolio or as a core allocation to equities and/or fixed income. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Breakaway Crowdfunding Pty Ltd.
Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Provides investment research | Finance |
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