Appointment of Bob Shea as Co-Chief Investment Officer

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Appointment of Bob Shea as Co-Chief Investment Officer

We are pleased to announce that Robert Shea will be joining John Forlines III as our Co-Chief Investment Officer for W.E. Donoghue. Working with John Forlines III, Chief Investment Officer, Bob has been instrumental in helping to shape the firm’s investment processes and research capabilities that serve as the foundation for W.E. Donoghue’s investment products.

Since the acquisition of JAForlines Global by W.E. Donoghue, we have been finding great and new ways to integrate the robust investment research from John and Bob’s team with the existing investment capabilities used within the rules-based Power Investment strategies.

Many investment firms focus on one style or approach, but as the investment landscape changes, we believe this combination of both fundamental and quantitative research inputs will lead W.E. Donoghue to provide our investors with better results as they seek not only returns but risk management within their portfolios.

Bob has worked very closely with John in the past, and their unique perspectives and expertise in evaluating the financial markets complement each other amazingly well. Adding Bob as Co-CIO makes sense as we look to grow on the successes we’ve already had with both our rules-based and global allocation strategies.

Bob brings a wealth of experience and leadership to the role as a former partner at Goldman Sachs, where he spent 14 years as a partner in charge of cash equity and sector-based proprietary trading. Additionally, he served as a member of Goldman’s Equity Division Risk and Global Trading Committees. Bob also was a member of NASDAQ’s Quality of Markets Committee. Prior to joining JAForlines Global, he was a founder and CIO of AsiaSource Capital, a boutique investment firm focused on Greater China.

John and Bob will report directly to me, and I will continue to be a co-portfolio manager on both our mutual funds and separately managed accounts. Within John’s continued leadership role as CIO, one of his focuses will be in the product evolution for our firm.

If you have any questions, please feel free to reach out to me or anyone on our team.

Best regards,

Jeffrey R. Thompson
Chief Executive Officer

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JAForlines has been acquired by and operates through W.E. Donoghue & Co., LLC.
W.E. Donoghue is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940.

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W.E. Donoghue & Co., LLC
Tel: (516) 609-3370