Relative Strength & Momentum in Portfolio Management

This video is only available to registrants of the event.

A presentation as part of the CMT West Coast Regional Summit 2025

About the Presentation: Mr. Lewis will share the process for momentum factor investing at Dorsey Wright. Specifically, how they implement momentum through real-world portfolio testing vs. “screening” methods for a more robust technical strategy. John will also discuss the combination of momentum and relative strength indicators that provide a layered strategy to improve returns in the allocation model.

John Lewis, CMT

Senior Portfolio Manager