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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

VIDEO FLASH: Median P/E (2025) ~16X, same as start of year = stay constructive.  Softer retail sales and Manheim pricing raises odds of sooner Fed cuts.

VIDEO: The median multiple of the S&P 500 stock is still 16X P/2025 EPS, very reasonable in our view.  Softer incoming data this week points to weaker inflation trends, which in turn, is supportive of the Fed moving...

June 18, 2024
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Thomas Lee
Head of Research

Utilities is being raised to Neutral technically on recent weakness

S&P is growing closer to its short-term upside technical target of 5521, while QQQ also is nearing resistance a bit higher than 483-5 mentioned last week.   Overall, there remains no evidence of weakness in SPX, nor QQQ, and...

AEP
AMP
ATO
CEG
CNP
DFS
DUK
MCO
MTB
NEE
NRG
NTRS
PEG
RF
RSP
RSPU
SO
SRE
XLU
June 18, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

Copper and Natural Gas weekly cycles show reason for optimism

S&P is growing closer to its Short-term upside technical target of 5521, while QQQ also is nearing resistance a bit higher than 483-5 mentioned last week.   Overall, there remains no evidence of weakness in SPX, nor QQQ, and...

FCX
UNG
June 17, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

VIDEO FLASH: Used car prices this week likely to highlight inflation falling like a rock

VIDEO: June is proving to be a strong month and our S&P 500 5,500 target remains intact. Manheim used car prices likely to highlight that inflation is falling like a rock.

June 17, 2024
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Thomas Lee
Head of Research

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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