David Lundgren
Portfolio Manager-Equities at Little Harbor Advisors LLC
Profile
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.
David Lundgren active positions
| Companies | Position | Start |
|---|---|---|
Little Harbor Advisors LLC
 Little Harbor Advisors LLC Investment ManagersFinance Little Harbor Advisors LLC (LHA) is an independent registered investment advisor headquartered in Marblehead, Massachusetts. Founded in 2012, LHA builds and delivers tactical strategies and innovative investment structures that are customized for the alpha and beta requirements of institutional investors, wealth advisors, and portfolio managers. The firm provides discretionary investment advisory services to LHA Market State ETFs. | Portfolio Manager-Equities | 2022-02-28 |
Former positions of David Lundgren
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Portfolio Manager-Equities | 2020-11-30 |
Breakaway Crowdfunding Pty Ltd.
 Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Part of Breakaway Investment Group Pty Ltd., Breakaway Crowdfunding Pty Ltd. is an Australian company that provides investment research. The company is based in Sydney, Australia. The company was founded by Stephen Bruce Bartrop, Grant Alan Craighead. Grant Alan Craighead has been the CEO since incorporation. | Corporate Officer/Principal | - |
Training of David Lundgren
| Babson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Breakaway Crowdfunding Pty Ltd.
Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Part of Breakaway Investment Group Pty Ltd., Breakaway Crowdfunding Pty Ltd. is an Australian company that provides investment research. The company is based in Sydney, Australia. The company was founded by Stephen Bruce Bartrop, Grant Alan Craighead. Grant Alan Craighead has been the CEO since incorporation. | Finance |
Little Harbor Advisors LLC
Little Harbor Advisors LLC Investment ManagersFinance Little Harbor Advisors LLC (LHA) is an independent registered investment advisor headquartered in Marblehead, Massachusetts. Founded in 2012, LHA builds and delivers tactical strategies and innovative investment structures that are customized for the alpha and beta requirements of institutional investors, wealth advisors, and portfolio managers. The firm provides discretionary investment advisory services to LHA Market State ETFs. | Finance |
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