How Fundamentally Minded Investors use Technical Analysis Today | Dave Lundgren, CFA |

Despite strongly believing in both, David Lundgren, CMT, CFA has built a career in technical analysis rather than fundamental analysis. In this presentation, Dave will highlight some of the underappreciated historical links between fundamental and technical analysis. For example, Charles H. Dow, a devout fundamental investor at the turn of the twentieth century, discovered the merit of listening to the market.

His writings examined how:

– the market discounts all that is known about securities and markets
– Securities prices trend in the direction of underlying fundamentals
– Short-term trends are noise, long-term trends are signal

Understanding that the market is efficient, but also trends, confirms how technical analysis can help investors uncover attractive investment opportunities.

Dave shared some insight around the objectives of trend following investment strategies including how to identify, engage, and stay in trending securities by utilizing the tools of technical analysis. Leading, coincident, and lagging indicators of trend change as well as Relative Strength will give the audience a clear perspective on how they might incorporate technical analysis into their own investment process.

SPEAKER: Dave Lundgren, CMT, CFA is a Managing Director and Director of Technical Research at Wellington Management. As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency and commodity markets. Prior to joining Wellington Management in 2007, David owned and operated Breakaway Research, Inc., an independent research firm that he launched in 2004. In addition, David was a senior technical analyst at Thomson Global Markets, and proprietor of Lundgren Financial Services. David also presently teaches a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute. He graduated with high honors from Babson College (1988), with a degree in finance and investments.

MODERATOR: Anil Ghelani has been working for the DSP Group since 2003. The DSP Group has a legacy of more than 150 years, making it one of the oldest and most respected financial services firms in India. He is currently head of passive investments and products. Previously, he served as the business head and chief investment officer at DSP BlackRock Pension Fund Managers. Earlier in his career at DSP, he led the risk and quantitative analysis team, providing quantitative research inputs and buy-side credit research on companies across various sectors. Mr. Ghelani has also worked at IL&FS Mutual Fund and at S. R. Batliboi, a member firm of EY. He has been a volunteer with the CFA Society India for more than a decade and currently serves as the vice chairman on the board. Mr. Ghelani is a CFA charterholder, Chartered Accountant and holds a Bachelor of Commerce degree.

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The CFA Society India, established in March 2005, is an association of local investment-professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 158 CFA Institute member societies, The CFA Society India connects local members to a global network of investment professionals .