How We Got Here
Donoghue Forlines is a Boston-based tactical investment firm that has specialized in active risk-managed portfolios since 1986. In December 2017, W.E. Donoghue (WEDCO) acquired JAForlines Global (JFG), an investment management company specializing in risk-managed global tactical strategies.
The acquisition resulted in a unique firm in the investment management space and, over the following years together, we have evolved a compelling product lineup by combining fundamental, top-down research strategies along with rules-based disciplines.
1986
Company founded by William Donoghue to provide investment management services to retail investors
1998
Donoghue Forlines Income Portfolio launched with the goal of Maximizing total return while emphasizing preservation of capital
2008
S&P declined by -36.99%; Donoghue Forlines’ flagship portfolio achieved its goal of capital preservation and significantly outperformed the market
2010
Donoghue Forlines Tactical Income Fund launched
2012
Collaborated with S&P and S-Network to launch first index strategy, Donoghue Forlines Dividend Index
2013
Donoghue Forlines Dividend Index Fund launched
2016
WEDCO launched Donoghue Forlines Momentum Index and Donoghue Forlines Momentum Portfolio
Minella Capital Management acquires 60% interest in WEDCO
Bill Donoghue retires, WEDCO transitions to LLC
2017
WEDCO acquired JAForlines Global, an investment manager specializing in risk-managed global tactical strategies
2020
WEDCO rebranded to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm