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    Nasdaq Dorsey Wright Separately & Unified Managed Accounts

     

      Today, advisory firms and advisors alike face an important decision whether to manage client investments in-house or outsource parts of the portfolio management process to a third party. Our strategies can be accessed on a large and growing number of managed account platforms.

      Our Systematic Relative Strength family of investment strategies are available as separately managed accounts (SMAs) and/or unified managed accounts (UMAs), on over 15 platforms. We employ disciplined, rules-based methodologies that seek to capitalize upon long-term leadership trends, by applying our Relative Strength model across varying investment universes and model constraints resulting in different risk and return profiles.

      Investment Products

      Nasdaq Dorsey Wright Separated Managed Accounts and Unified Managed Accounts

      Nasdaq Dorsey Wright Managed Account Strategies

      Domestic Equities

      • Systematic Relative Strength Core
      • Systematic Relative Strength Aggressive
      • Systematic Relative Strength

      Growth International Equities

      • Systematic Relative Strength International

      Fixed Income

      • Tactical Fixed Income

      Multi-Asset

      • Systematic Relative Strength Balanced
      • Global Macro
      Optionsquiz

      Dorsey Wright Investment Products

      Our suite of Managed Accounts along with a variety of investable products provide investors with turnkey ways to utilize our research and Relative Strength strategies.

      Broad U.S. Equity

      • DWMC Advisor Shares Dorsey Wright Micro Cap
      • DWSH Advisor Shares Dorsey Wright Short
      • DWUS Advisor Shares Dorsey Wright FSM U.S. Core
      • PDP Invesco Dorsey Wright Momentum
      • DWPP Invesco Dorsey Wright People's Portfolio
      • DWAS Invesco Dorsey Wright Small Cap Momentum
      • DDIV First Trust Dorsey Wright Momentum & Dividend
      • DVLU First Trust Dorsey Wright Momentum & Value
      • DVOL First Trust Dorsey Wright Momentum & Low Volatility
      • QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF

      U.S. Sector/Industry

      • DWEQ Advisor Shares Dorsey Wright Alpha Equal Weight
      • FV First Trust Dorsey Wright Focus 5
      • PYZ Invesco DWA Basic Materials Momentum Sector
      • PEZ Invesco DWA Consumer Discretionary Momentum Sector
      • PSL Invesco DWA Consumer Staples Momentum Sector
      • PXI Invesco DWA Energy Momentum Sector
      • PFI Invesco DWA Financial Momentum Sector
      • PTH Invesco DWA Healthcare Momentum Sector
      • PRN Invesco DWA Industrials Momentum Sector
      • PTF Invesco DWA Technology Momentum Sector
      • PUI Invesco DWA Utilities Momentum Sector

      Multi-Asset/Dynamic

      • DWAW Advisor Shares Dorsey Wright FSM All Cap World
      • DWAFX Arrow DWA Balanced Fund
      • DWTFX Arrow DWA Tactical Fund
      • DWAT Arrow DWA Tactical ETF
      • DALI First Trust Dorsey Wright Dynamic DALI
      • FVC First Trust Dorsey Wright Dynamic Focus 5
      • HNDL Strategy Shares Nasdaq 7HANDL

      International Equity

      • AADR Advisor Shares Dorsey Wright ADR
      • DWCR Arrow DWA Country Rotation
      • PIZ Invesco DWA Developed Markets Momentum Portfolio
      • PIE Invesco DWA Emerging Markets Momentum Portfolio
      • IFV First Trust Dorsey Wright International Focus 5

      Why Relative Strength/Technical Analysis

      We believe an investor should have a systematic investment strategy in place to capitalize on the opportunities in the financial markets. Relative strength is a technical analysis indicator/investment factor upon which each of our portfolios is built on to offer such an approach to investing.

      We rely on relative strength to manage portfolios because of its adaptive nature and its long-term track record. Relative strength is simple in concept, but powerful in application. Relative strength is simply the comparison of price performance within a universe of securities.

      Read more

      Systematic Relative Strength Videos

      Nasdaq Dorsey Wright: Year End Review and What to Watch for in 2022
      With inflation concerns impacting many facets of the US markets in 2021, Nasdaq Dorsey Wright will address how leadership trends across major asset classes and US equity sectors have adapted to these pressures. Additionally, we will explore some key areas of the market that have shown strong growth potential, and which areas of the market may be poised to participate in an inflationary environment as we head into 2022.
      Dec 16, 2021

      John Lewis, AVP - Asset Management Research, Nasdaq Dorsey Wright

      John Lewis is responsible for the investment strategies used in various different indices and models.

      Since joining Nasdaq Dorsey Wright in 2002, he has developed strategies for the firm's Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies and multiple series of unit investment trusts. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.

      One of the foremost experts on relative strength investing, John has authored several original research papers on the subject. He is a Chartered Market Technician (CMT) and a member of the Market Technician's Association and the American Association of Professional Technical Analysts.

      John earned an M.B.A. in Finance from the University of Southern California and a B.A. from the University of San Diego. He began his career in the investment industry in 1994. He is married and has two children.

      John Lewis is responsible for the investment strategies used in various different indices and models.

      Since joining Nasdaq Dorsey Wright in 2002, he has developed strategies for the firm's Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies and multiple series of unit investment trusts. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.

      One of the foremost experts on relative strength investing, John has authored several original research papers on the subject. He is a Chartered Market Technician (CMT) and a member of the Market Technician's Association and the American Association of Professional Technical Analysts.

      John earned an M.B.A. in Finance from the University of Southern California and a B.A. from the University of San Diego. He began his career in the investment industry in 1994. He is married and has two children.

      John Lewis

      CMT/Senior Portfolio Manager

      Andy Hyer

      Andy Hyer, Director - Sales Executive, Nasdaq Dorsey Wright

      Andy Hyer is a member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for the sales and service of investment strategies across Dorsey Wright's funds, ETFs and SMA accounts.

      Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner, Certified Investment Management Analyst and a Chartered Market Technician.

      He enjoys running and biking. He is married and has five children. He holds a B.S. from Utah State University with a dual degree in Finance and Economics.

      Andy Hyer is a member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for the sales and service of investment strategies across Dorsey Wright's funds, ETFs and SMA accounts.

      Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner, Certified Investment Management Analyst and a Chartered Market Technician.

      He enjoys running and biking. He is married and has five children. He holds a B.S. from Utah State University with a dual degree in Finance and Economics.

      Chuck Fuller, Senior Director - Asset Management Research, Nasdaq Dorsey Wright

      Chuck Fuller is a Portfolio Manager with Nasdaq Dorsey Wright and works with John Lewis to design, analyze, and test the firm's investment strategies and indicators. He has authored two white papers on the use of Nasdaq Dorsey Wright's technical attributes to manage portfolios.

      Chuck began his career at Nasdaq Dorsey Wright in 2007 as a member of the technology team becoming the head of technology after the Nasdaq acquisition in 2015. In this role, he led efforts to rewrite the Nasdaq Dorsey Wright platform from the ground up leading to greater efficiency and an improved user experience.  Over time, he transitioned to a role involving investment strategy development. In this role, he was responsible for developing and testing the guided models available to financial advisors through Dorsey Wright’s research site. He also developed several indexes that are licensed to ETF partners.

      Chuck holds Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He also earned an MBA from Virginia Tech in 2007 and a Bachelor’s of Science in Computer Science from VCU in 2002. He is married with three boys.

      Chuck Fuller is a Portfolio Manager with Nasdaq Dorsey Wright and works with John Lewis to design, analyze, and test the firm's investment strategies and indicators. He has authored two white papers on the use of Nasdaq Dorsey Wright's technical attributes to manage portfolios.

      Chuck began his career at Nasdaq Dorsey Wright in 2007 as a member of the technology team becoming the head of technology after the Nasdaq acquisition in 2015. In this role, he led efforts to rewrite the Nasdaq Dorsey Wright platform from the ground up leading to greater efficiency and an improved user experience.  Over time, he transitioned to a role involving investment strategy development. In this role, he was responsible for developing and testing the guided models available to financial advisors through Dorsey Wright’s research site. He also developed several indexes that are licensed to ETF partners.

      Chuck holds Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He also earned an MBA from Virginia Tech in 2007 and a Bachelor’s of Science in Computer Science from VCU in 2002. He is married with three boys.

      Chuck Fuller Bio
      Rob DeAngelo Profile

      Rob DeAngelo, Senior Manager - Sales Executive, Nasdaq Dorsey Wright

      Born and raised in Brooklyn, NY, Rob DeAngelo graduated from Xavier High School in Manhattan and went on to receive his Bachelors degree in Business Finance from Marist College. After a short stay as an operations specialist at Credit Suisse, Rob spent almost 10 years at Neuberger Berman (NB). During his time with NB, he was a junior financial analyst on a wealth management team managing over $1 billion in assets under management and an internal wholesaler on the sales desk covering multiple territories before becoming an external wholesaler based in Chicago covering 11 states in the Midwest.

      Rob joined Nasdaq Dorsey Wright in the summer of 2016. He has been a driving force to raising assets for the Nasdaq Dorsey Wright Managed Account Strategies across the top wire houses and broker dealers around the country. Rob's efforts include consulting with financial advisors and presenting at branches nationwide to spread the Nasdaq Dorsey Wright message.

      Born and raised in Brooklyn, NY, Rob DeAngelo graduated from Xavier High School in Manhattan and went on to receive his Bachelors degree in Business Finance from Marist College. After a short stay as an operations specialist at Credit Suisse, Rob spent almost 10 years at Neuberger Berman (NB). During his time with NB, he was a junior financial analyst on a wealth management team managing over $1 billion in assets under management and an internal wholesaler on the sales desk covering multiple territories before becoming an external wholesaler based in Chicago covering 11 states in the Midwest.

      Rob joined Nasdaq Dorsey Wright in the summer of 2016. He has been a driving force to raising assets for the Nasdaq Dorsey Wright Managed Account Strategies across the top wire houses and broker dealers around the country. Rob's efforts include consulting with financial advisors and presenting at branches nationwide to spread the Nasdaq Dorsey Wright message.

      About Us

      Founded in Richmond, Virginia in 1987 and acquired by Nasdaq in 2015, Nasdaq Dorsey Wright is a foremost expert in technical analysis and momentum investing. The foundation of our research is Point & Figure charting, which we believe is an effective tool for cutting through the noise in a security’s price to focus on the relationship between supply and demand and identify areas of strength within the market. By focusing on momentum, which we refer to as Relative Strength, we can remove emotion and subjectivity from the investment process, focusing instead on implementing an objective, rules-based process that can adapt to changing market dynamics and help you stay the course.

      Nasdaq Dorsey Wright Contacts:

      • Analyst Team: (804) 320-8511
      • Billing Team: (804) 525-2270
      • Sales Team: (212) 312-0333
      • Tech Team: (804) 320-8511
      • Money Management Office: (626) 535-0630

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      Resource Center

      FAQ

      Nasdaq Dorsey Wright is a registered investment advisory firm headquartered in Richmond, VA that specializes in technical analysis. Our expertise is in Point & Figure charting and Relative Strength analysis, which we use to analyze market data and deliver actionable insights. Our suite of technical analysis tools and investment strategies help cut through the clutter of day-to-day market action, identifying meaningful patterns in daily share price movements and momentum.

      Point & Figure charting is a method of technical analysis developed by Charles Dow as a means of reducing market noise in a security chart to focus on the all-important relationship between supply and demand in the markets. We believe technical analysis offers an objective, logical approach that can reduce uncertainty in the market, aid in effectively allocating assets, and enable you to manage risk.

      Relative Strength, also known as momentum, has been proven to be one of the premier investment factors in use today. Numerous studies by both academics and investment professionals have demonstrated that winning securities continue to outperform and that momentum can perform well both within and across markets. Relative Strength is an adaptive tactical investment strategy based on objective inputs like share price that is designed to participate in long-term themes of strength by providing a method for identifying market leadership. Relative Strength strategies focus on purchasing securities that have already demonstrated the ability to outperform a broad market benchmark or the other securities in the investment universe.

      Using a clear rules-based methodology, the platform gives you the ability to streamline your investment process with technical tools thereby freeing up your most precious commodity: your time. With tools designed to help you determine the proper asset allocation, select securities, and develop custom rules-based strategies, you can effectively manage your portfolios with greater confidence and still have time to focus on building strong, trusted relationships with every client.

      Nasdaq Dorsey Wright has partnered with many leading fund providers, including First Trust, iShares, and Invesco, to offer a full suite of ETFs and Mutual Funds that leverage our Relative Strength expertise and offer professional management. Additionally, Nasdaq Dorsey Wright's own portfolio management team manages a suite of Separately Managed Accounts that focus on delivering long-term outperformance through actively managed Relative Strength portfolios.

      Momentum is actually an investment factor that has been shown to work very well when implemented consistently over longer time horizons. Relative Strength’s foundational concept is that those securities, sectors, or markets that have proven the ability to outperform will continue to outperform into the future. As a result, you can use Relative Strength to develop a rules-based process for identifying leadership trends, sticking with those trends for as long as that strength remains, and adapting as new trends emerge. When applied diligently and consistently, a simple process focused on investing in leadership becomes a powerful instrument for driving long-term outperformance.