David Lundgren, CMT, CFA

David Lundgren, CMT, CFA

Founder, Chief Strategist

MOTR Capital Management & Research, Inc.

David Lundgren 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 currently 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, with a finance and investments dual major.

Board Roles

  • Board Member, CMT Association


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