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
Technical Positives and Negatives as the year draws to a close
Heading into the traditional Santa Claus rally period, trends are bullish for SPX as it just broke out to new all-time highs yesterday. While the common narrative revolves around an “AI Bubble” and tariff fears, along with volatility...
Mark L. Newton, CMT
Head of Technical StrategyDecent incoming data today. Trump reveals the "Trump rule" and the template for a dovish Fed in 2026
Equities gained again on Tuesday, as S&P 500 posted 5 consecutive gains and taking year-to-date gains to 18%. We continue to expect a positive bias into year-end and see S&P 500 reaching 7,000-7,300, so at 6,906, there remains...
Thomas Lee, CFA
Head of Research$NVDA rebound happening on schedule & Semis should outperform within Technology
Technical trends for US Equities are bullish, and this week’s breakout in $MAGS (Roundhill Magnificent 7 ETF) has now helped $SPX to push higher to achieve an all-time high as of today, 12/23/25. While $QQQ has underperformed $SPX...
Mark L. Newton, CMT
Head of Technical StrategyVIDEO FLASH: 6 blessings we are thankful for in 2025. And why the setup remains positive for Dec
VIDEO: There are 6 blessings we are thankful for in 2025 and we think many of these carry over into 2026. Thus, we continue to want to "buy the dip" as Dec is tracking for a slight gain...
Thomas Lee, CFA
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
Fri, Jan 9 11:00 ET
Macro Update & Top Ideas - January 2026
Join us on Friday, January 9 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 will feature 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. Can’t attend live? A full replay will be made available to clients shortly after the event.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Wed, Dec 17 11:00 ET
Sean Farrell's 2026 Crypto Outlook
In this 2026 crypto market outlook, Sean Farrell, Fundstrat’s Head of Digital Assets Strategy, explains his framework for the next phase of the crypto cycle, breaking down how crypto is entering a pivotal stage and the factors that could drive the next major move, as well as where investors may find an edge next year. He outlines: -How the 2026 macro backdrop may shape the next phase of crypto -The risks, catalysts, and turning points investors should be watching -High-conviction areas where outperformance may emerge -Whether the four-year cycle is intact or entering a new regime
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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