Institutional Client Services
Fundstrat is uniquely positioned to support the strategy of hedge funds and institutional money managers, harnessing our unparalleled expertise to provide actionable insights, strategies, and tailored solutions that resonate with their sophisticated needs. Equipped to amplify your investing prowess and drive your institution's growth, Fundstrat is the trusted partner of banks and hedge funds seeking a competitive edge.
Our Research
Macro Strategy
Thomas J. Lee, CFA
Technical Strategy
Mark L. Newton, CMT
Portfolio Strategy
Thomas J. Lee, CFA
Quantitative Strategy
Ken Xuan, CFA, FRM
U.S. Policy
L . Thomas Block
Digital Asset Strategy
Sean Farrell
Sector and Stock Recommendations
Latest Research
Initial signs of a stall in US Equities given a global push higher in Treasury yields
Note: I will be traveling out of the country all next week, and there will be no reports, no videos until 5/26/26. If/when Equities show weakness that undercuts support, I will write a Flash insights report that details...
Mark L. Newton, CMT AC
Head of Technical StrategyWarsh Wins Vote, Crypto Bill Advances, China Talks
On Wednesday, the Senate approved President Trump’s nomination of Kevin Warsh on a mostly partisan vote-basis to succeed Jerome Powell as chair of the Federal Reserve board. Powell’s term as chair ends today, but he can serve as a governor until his term expires in January of 2028. He has stated he...
L. Thomas Block
Washington Policy StrategistNVDA Earnings could prove to be the inflection point for Semiconductor stocks, given price & time-based resistance
Following a more than 17% rally in seven weeks, near-term US Equity technical trends have continued to defy gravity, given no $SPX trend break, but the cross-currents I have been cataloging continue to build as $SPX has officially...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: Hot April Core PPI, but market takes this in stride = good. Median P/E of S&P 500 still "de-rating"
VIDEO: April Core PPI was higher than consensus at +1% MoM and many of the biggest surges were petroleum and chemical based products. Despite this very high number, equity markets took this in stride. That is good news....
Thomas Lee, CFA AC
Head of Research
Annual Market Outlooks
At Fundstrat, we understand the need for institutions to stay ahead of the market. Our annual outlooks, covering all research verticals, offer a clear overview of expected market trends. Accompanied by mid-year updates, these forecasts ensure that institutions have the timely insights needed to adjust their strategies, promoting robust decision-making throughout the year.
The Benefits of Partnership
We believe that the most successful strategies are born of collaborative efforts. Partner with us for a bespoke blend of high-quality research and strategic insights tailored to your specific needs. Our partnership goes beyond simple reports: we commit ourselves to your success and work with you hand in hand to turn market challenges into investment opportunities.
Sector Positioning and Strategy
We go beyond mere analysis, offering targeted sector positioning and curated stock lists geared toward immediate action. Recognizing the specialized mandates and strategies of hedge funds and banks, our research pinpoints not just opportunities, but actionable pathways tailored to institutional needs. Steeped in rigorous analysis spanning multiple research dimensions, our insights allow financial firms to seamlessly integrate our recommendations, fortifying their strategies and staying ahead of market dynamics.
Client Portal
When creating our extensive research library, we stressed easy accessibility and seamless navigation. That’s why we offer a comprehensive library of tools designed to help our clients quickly locate pertinent information and put it to use. Central to this is our client dashboard – a user-friendly interface clients use to access, track, and manage all our insights, the better to leverage Fundstrat’s research in their decision-making.
Webinars and Conference Attendance
As part of our aim to provide comprehensive analysis and unparalleled insights, we host over 20 webinars annually. These sessions range from exclusive talks by guest speakers renowned in the financial world to in-depth explorations of technical strategies and macro trends. We also curate webinars addressing real-time market happenings or emergent financial events.
Latest Webinars
Thu, May 28 11:00 ET
Macro Update & Top Ideas - May 2026
Join us on Thursday May 28 at 11am ET for a live webinar and interactive Q&A with Fundstrat’s Head of Research, Tom Lee, and Head of Technical Strategy, Mark Newton. The session begins with a macro market update, followed by this month’s Top Ideas, where Tom and Mark deliver a focused deep dive into the opportunities they find most compelling in today’s market environment. In this webinar, you will: -Synthesize Tom and Mark’s near-daily commentary into a clear market framework -Discuss this month’s top 5 large-cap and top 5 SMID-cap stock ideas -Engage directly with Tom and Mark during a live client Q&A Can’t attend live? A full replay will be made available to members shortly after the event.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Thu, May 14 2:00 ET
Crypto Market Update - May 2026
Equities just posted one of their strongest runs in years. Crypto has barely moved. In the monthly Crypto Market Update webinar, Sean Farrell and Mark Newton walked through exactly why that gap exists, what it signals, and whether it’s about to close. That backdrop made the Clarity Act clearing the Senate Banking Committee on Wednesday even more consequential. Sean broke down his full read in real time: what the bipartisan vote means for the path to final passage, which assets and equities stand to benefit most, and whether this is the catalyst that finally shifts crypto from a trader’s market to a trending one. What we cover: -Sean’s updated bull case and bear case for crypto, and where he comes out heading into the month ahead -The flow and positioning dynamics shaping the market, including STRC volumes, institutional demand drivers, and what they mean for near-term BTC flows and downside risk -What the CLARITY Act committee vote means for the regulatory outlook and which assets and equities stand to benefit most -The macro and liquidity backdrop, on-chain signals worth watching, and the catalysts on the horizon -Risk-management levels worth respecting on Bitcoin, Ethereum, and Solana -Where Sean sees the most attractive relative exposure across crypto and crypto-linked equities -How the AI positioning unwind is affecting miners and crypto-linked equities, and which names stand out as CLARITY Act beneficiaries to watch -Mark’s technical analysis on the majors, including key price levels and what they signal for the month ahead
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset Strategy
Idea Calls
Ensuring a seamless synergy between our insights and your strategies, our dedicated sales team stands ready to coordinate idea calls directly with our analysts. These sessions are designed as in-depth discussions of our findings, allowing clients to align our research with their unique strategies and targets. By facilitating this direct dialogue, we ensure that your investment decisions are both informed and custom, resonating with the latest actionable market intelligence.
Institutional Passes: Amplifying Strategic Partnerships
Grant your institutional partners exclusive access to Fundstrat's expert-led webinars. Use our comprehensive research and market insights as the foundation of meaningful engagement and as proof of your commitment to shared financial aspirations. Fundstrat can help elevate your institutional collaborations and buttress your status as a thought leader. Share the expertise, fortify the alliance.
Bespoke Research
Sample of Tailored Research Solutions on Demand:
Download a Sample Report of Inflation DataUpon special request – and coordinated via our sales team – we provide bespoke research for clients. Whether it’s to adjust existing models, consult on specific market conundrums, or develop new predictive frameworks, our team stands ready to offer expert insight and advice. Our aim is to ensure that our clients have the tools and knowledge they need to achieve their goals.
Client Calls
Consistent communication is key to a successful partnership, which is why we host monthly calls to discuss our latest research and align our products with your evolving goals. Each call is an open dialogue, aiming for a better understanding of the market and your place in it.
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