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Evidence-Based Research

Strategic market insights derived from emotion-free, evidence-based research by a team with more than a century of Wall Street experience.

200+

Clients

25+

Countries

75+

Market outlooks

7500+

Media appearances

What Type of Client Are You?

Institutional Investor

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  • We research market dynamics to equip hedge funds and banks with actionable intelligence.
  • Tailored research, co-branded reports, and conferences to align with your institution's unique strategy.

RIA & Wealth Management

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  • Concise insights and user-friendly dashboard for quick decision-making.
  • Bespoke research and co-branding opportunities to elevate your RIA brand.

Individual Investor

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  • Timely insights, ensuring you're always aligned with market movements.
  • Stock lists to guide investment choices and optimize portfolio performance.

Why Fundstrat?

We are an independent financial research boutique providing strategic market insights rooted in emotion-free, evidence-based research by a team with more than a century of Wall Street experience.

Work with us to benefit from our research daily via practical, actionable ideas to help you build an effective portfolio roadmap.

Get direct access to our analysts via client calls, monthly webinars, and special coverage of market moves.

Become our client

Our Research Leadership

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Thomas J. Lee, CFA – Co-Founder, Head of Research

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney.

Our Approach

Evidence-Based Financial Research

We monitor key market events and data and compress all this into an easy-to-read letter that will help you understand market moves.

  • Macro Strategy: We monitor key market events and data to help your firm outperform the market.
  • Technical Strategy: We provide in-depth analysis and context on the technical forces impacting markets.
  • Portfolio & Quant Strategy: Our quantitative approach aids in risk management, portfolio optimization, and alpha generation.
  • Digital Asset Strategy: We fuse insights from analyzing this emerging asset class with a diverse range of existing market experience to create actionable recommendations.
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Thomas J. Lee, CFA

Co-Founder, Head of Research

Thomas J. Lee, Head of Research, publishes market updates 3 times a week, along with analysis of vital financial headlines. He also provides a daily video 5 times per week, one of our clients’ favorite products.

  • Macro data
  • Macro commentary
  • Charts and media
  • Macro trends and opportunities
  • Real-time commentary
  • Daily market update videos

Latest Research

Congress takes break and Fed Releases Minutes

While Congress may be in recess this week, Washington should generate news on Wednesday when the Fed releases the minutes from the January FOMC meeting.

February 20, 2024
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L. Thomas Block
Washington Policy Strategist

The Game Is Changing

While we maintain that macro conditions are still the most critical factor in assessing the medium/long-term trajectory of BTC prices, daily returns of the leading cryptoasset continue to exhibit a lack of defined correlation with any major macro...

February 16, 2024
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Sean Farrell
Head of Digital Asset Strategy

Election News, Gridlock in DC

In politics, the biggest story of this week was the victory of former Representative Tom Suozzi in the seat vacated when George Santos was voted out of the House of Representatives.  In 2022, Santos flipped the seat from...

February 16, 2024
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L. Thomas Block
Washington Policy Strategist

Key House special election and Senate takes up foreign aid

Tomorrow there will be an interesting special election in the 3rd Congressional district of New York for the seat of disgraced Representative George Santos.  With a closely divided House each seat can have an impact on the narrow...

February 12, 2024
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L. Thomas Block
Washington Policy Strategist

Our Services

We offer a comprehensive library of tools and reports designed to help our clients position themselves ahead of consensus.

Research

Tailored to the needs of institutions, RIAs, and individual investors, our research drives informed decision-making and optimal strategy alignment in a dynamic market landscape.

Market updates

We provide intraday market commentary, offering real-time insights into unfolding market events.

Media

From daily videos delving into macro and technical perspectives, to webinars featuring industry leaders and forward-looking forecasts, our media suite stands unparalleled in delivering vital market insights.

Q&A

From phone calls to face-to-face consultations, we consultant clients on portfolio assessments, the cultivation of innovative ideas and more.

Sector analysis

Leveraging macro strategies, ETF themes, and technical analysis, our proprietary sector model anticipates sector rotations and shifts, guiding you toward optimized portfolio performance.

Actionable ideas

Drawing on real-time market events and prevailing themes, we provide curated stock lists and actionable insights to generate alpha.

Contact Us

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Visit:

150 East 52nd St, 3rd Floor, New York, NY 10022

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