Nasdaq Dorsey Wright Separately & Unified Managed Accounts

    Contact Information

    • Phone: (626) 535-0630
    • Email: MoneyManagement@DorseyWright.com

    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.

    Our Investment Products Include

    Nasdaq Dorsey Wright Separated Managed Accounts and Unified Managed Accounts

    Nasdaq Dorsey Wright Managed Account Strategies


    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.

    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, yet powerful in application. Relative strength is simply the comparison of price performance within a universe of securities.

    Systematic Relative Strength Videos

    Our Team

    John Lewis

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

    Since joining Nasdaq Dorsey Wright in 2002, Mr. Lewis 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 UITs. 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, Mr. Lewis 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.

    Mr. Lewis 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.

    Andy Hyer

    A member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for 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 Bio

    Chuck Fuller is a Portfolio Manager with Nasdaq Dorsey Wright and works with Mr. 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.

    Mr. Fuller 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 our ETF partners.

    Mr. Fuller holds the 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.

    Rob DeAngelo Profile

    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. During his time with NB, he was a junior FA on a Wealth Management team managing over $1 Billion in AUM, an internal wholesaler on the sales desk covering multiple territories, finally ending up as 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.

    Resource Center

    Fusion Small Cap

    Fusion Large Cap

    Systematic RS Global Macro

    Systematic RS Aggressive

    Systematic RS Balanced

    Systematic RS Core

    Systematic RS Core ESG

    Systematic RS Growth

    Systematic RS International

    Tactical Fixed Income

    Sector Rotation White Paper

    Systematic Relative Strength Performance Report

    Nasdaq Dorsey Wright Overview

    Relative Strength Methodology Whitepaper

    Technical Attribute Whitepaper

    Fund Score Whitepaper

    Model Builder Overview

    NDW Terms of Use/Disclosures

    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.

    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