April 12, 2018

To view this content you must be an active member of the CMT Association.
Not a member? Join the CMT Association and unlock access to hundreds of hours of written and video technical analysis content, including the Journal of Technical Analysis and the Video Archives. Learn more about Membership here.

F. Thomas O’Halloran, CFA, JD is an industry leading portfolio manager at Lord Abbett. This session will focus on his approach to “fusion investing” – integrating technical and fundamental analysis in the portfolio context. Tom will share insights gleaned over decades of experience managing money and explain how introducing the technical toolkit to his investment process has become critical for assessing opportunities and managing risk. Factors such as momentum and relative strength are essential to the Lord Abbett team and Tom’s small cap growth portfolio. The Fusion concept recognizes that whether your process is predominantly fundamental, technical or macro, having the perspective of other disciplines leads to better performance.