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
DF Income Portfolio launched with the goal of Maximizing total return while emphasizing preservation of capital
2010
DF Tactical Income Mutual Fund Launched
2012
First Index Strategy Launch: DF Dividend SMA
2013
Second Mutual Fund Launch: DF Dividend Mutual Fund
2016
- Second Index Strategy Launch: DF Momentum SMA & DF Momentum Mutual Fund
- Minella Capital Management acquires 60% interest in DF
- Bill Donoghue Retires from the firm
2017
- Acquire JAForlines Global: an investment manager specializing in risk-managed global tactical strategies
- Launch DF Risk Managed Income mutual Fund
- Became investment advisor of JNF SSgA Sector Rotation rebranded to JNF SSgA Tactical Allocation VITs
2020
- Rebrand to DF to reflect new profile as a tactical investment management firm
- Strategic Partnership with FCF Advisors
- Launch First ETFs: DF Innovation & DF Tactical High Yield
2021
Launch of Third ETF: DF Yield Enhanced Real Asset
2023
- Strategic Partnership with Veridien Global Investors
- Launch DF Veridien Climate Action SMA