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
Shutdown Moves to Resolution, Election Implications
The Senate has developed a compromise that should allow the government to open this week. The compromise changes the House-passed bill that passed weeks ago and had a Nov. 21 deadline for Congress to pass the spending bills...
L. Thomas Block
Washington Policy StrategistAn encouraging rebound but the real test is early next week
Near-term US Equity trends are bullish, and SPX and QQQ seem to have made an impressive bottom near the lows of their respective trend channels, which gives some credibility to the idea that a near-term trading low is...
Mark L. Newton, CMT
Head of Technical StrategyShutdown and Election Trends
The shutdown continues, flights are delayed, food programs are in trouble, and federal workers aren’t being paid. Both sides believe they have the strategic advantage; but the pain caused by the shutdown appears to grow by the day....
L. Thomas Block
Washington Policy StrategistTechnology has pulled back to an attractive short-term entry point
Near-term US Equity trends are bullish, and SPX and QQQ have pulled back from the highs of the trading channel down to near the lows over the past week. Despite yesterday’s US equity index lows not holding, the...
Mark L. Newton, CMT
Head of Technical Strategy
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
Wed, Nov 5 2:00 ET
Fundstrat Annual Forum: Fireside Chat with Tom Lee and Neil McDonald
This session was part of Fundstrat’s 2025 Annual Forum: Defining the Next Decade on Wall Street, a four-part event exploring how investors can capitalize on Wall Street’s greatest transformation in a generation. You can learn more about the forum and watch replays of all sessions here. Join Fundstrat’s Tom Lee and Neil McDonald, CEO of Moomoo U.S., for a forward-looking discussion on the future of equity trading and the new generation of digital investors. Together they explore how institutional-grade tools, community-driven investing, and 24/7 market access are reshaping the retail trading experience and what these shifts could mean for the next decade on Wall Street. Key Discussion Points: -How institutional-level tools are being democratized for everyday investors. -Why community-based trading could become the next edge in retail investing. -How 24/7 markets and tokenized assets could redefine global equity trading. -The growing convergence of investing, social platforms, and prediction markets. -What’s next for investor education, financial literacy, and building long-term wealth in a digital age.
Thomas Lee, CFA
Head of Research
Neil McDonald
CEO of Moomoo US
Wed, Nov 5 1:00 ET
Fundstrat Annual Forum: Live Q&A with Mark Newton
This session was part of Fundstrat’s 2025 Annual Forum: Defining the Next Decade on Wall Street, a four-part event exploring how investors can capitalize on Wall Street’s greatest transformation in a generation. You can learn more about the forum and watch replays of all sessions here. Fundstrat’s Mark Newton shares his technical outlook into year-end and 2026, highlighting the trends, cycles, and sector rotations that could drive the next stage of this bull market and the signals he’s watching as breadth, rates, and sentiment shift beneath the surface. Key Discussion Points: -Why the technical setup still supports a push toward S&P 7,000 before year-end. -How market breadth and sector rotation will determine whether the rally extends into 2026. -The near-term playbook for small caps, tech, and cyclicals if rates and the dollar roll over. -What a weaker dollar and lower Treasury yields could mean for equities and gold. -What early warning signs could hint at a pullback in 2026? -Is this still a mid-cycle bull that most investors are underestimating?
Mark L. Newton, CMT
Head of Technical 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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150 East 52nd St, 3rd Floor, New York, NY 10022