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Summary
The timing of this month’s episode is uncanny. Investors around the globe are faced with a challenging market environment across all asset classes. Our guest this month was famously quoted as saying: “There isn’t any alpha to be had in strategies that you always feel good investing in. Being uncomfortable at times is a necessary evil.” Lessons about sticking to your process really stood out in this month’s interview. And, what can be trite comments on social media have a much deeper impact coming from a veteran portfolio manager navigating markets with such a significant asset base.
John Lewis, CMT is a Senior Portfolio Manager at Nasdaq Dorsey Wright. In this role, 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.
Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.
Join us in conversation with the men and women of Wall St. who discovered, engineered, and refined the discipline of technical market analysis to improve your own investment decision making and approach to markets.
For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/
Resources
- https://www.nasdaq.com/about/our-people/john-lewis
- https://cmtassociation.org/video/interactive-session-momentum-implementing-one-of-the-premier-investment-factors/
- Nasdaq Dorsey Wright Fall Symposium 2022 Nov 2-4
- Academic proof of Momentum in this 1993 research paper by Jagadeesh & Titman
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Originally Posted October 11, 2022 – Fill The Gap Episode Twenty-Two, with John Lewis, CMT
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