David Lundgren

Portfolio Manager-Equities at

Little Harbor Advisors LLC

Finance

Consumer Services

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 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.	Portfolio Manager-Equities	2022-02-28

All active positions of David Lundgren

Former positions of David Lundgren

Companies	Position	End
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.	Portfolio Manager-Equities	2020-11-30
Breakaway Crowdfunding Pty Ltd. Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Provides investment research	Corporate Officer/Principal	-

See the detail of David Lundgren's experience

Training of David Lundgren

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of David Lundgren's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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