How We Got Here
Donoghue Forlines (previously W.E. Donoghue) 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 past 2+ 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
Power Income Portfolio launched with the goal of Maximizing total return while emphasizing preservation of capital
2008
S&P declined by -36.99%; WEDCO’s flagship portfolio achieved its goal of capital preservation and significantly outperformed the market
2010
Power Income Fund launched
2012
Collaborated with S&P and S-Network to launch first index strategy, Power Dividend Index
2013
Power Dividend Index Fund launched
2014
Power Dividend International Index and Power Dividend International Portfolio launched
2015
WEDCO launched Power Dividend Mid Cap Index and Portfolio and also Power Dividend Developed International Index
2016
WEDCO launched Power Momentum Index and Power Momentum Portfolio
Minella Capital Management acquires 60% interest in WEDCO
Bill Donoghue retires, WEDCO transitions to LLC
Donoghue Forlines Global Tactical Portfolio team awarded Envestnet’s 2016 Strategist of the Year
2017
WEDCO acquired JAForlines Global, an investment manager specializing in risk-managed global tactical strategies
2018
Donoghue Forlines Global Tactical Portfolio team named finalist for Envestnet’s 2018 Strategist of the Year
2020
WEDCO rebranded to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm