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
Materials sector in focus following Treasury-fueled surge back to new all-time highs
The big takeaway for this week centered around the Treasury Department's doubling of its buyback program, which helped to juice cryptocurrencies, Metals and Mining stocks, and commodities broadly, while causing a plunge in the US dollar. This remains...
Mark L. Newton, CMT AC
Head of Technical StrategyMidterms and War Focus
With most of the primaries over, the playing field for the November midterm elections is becoming clear. The current Senate lineup is 53 Republicans to 47 Democrats. With a 50/50 tie being broken by the Vice President, Democrats need a net gain...
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO: The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been notably outperforming gaining 46% since June 30th. Ethereum is a low energy network. ...
Thomas Lee, CFA AC
Head of ResearchThe AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO: The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been notably outperforming gaining 46% since June 30th. Ethereum is a low energy network. ...
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
Tue, Aug 25 2:00 ET
Crypto Market Update - August 2026
Last week Bitcoin and Ethereum posted their strongest run since June, as Treasury signaled that it is willing to lean on the long end of the curve. Treasury Secretary Scott Bessent reinforced that message the following day. Meanwhile the Clarity Act remains stalled and the SEC’s crypto framework is still a proposal. So the move was not driven by the catalysts most people were waiting for. Which raises a harder question: could this mark a regime change for crypto? Join us Tuesday, August 25 at 2pm ET for Fundstrat’s monthly Crypto Market Update, bringing together Head of Digital Asset Strategy Sean Farrell and Head of Technical Strategy Mark Newton to walk viewers through the implications of these latest developments, live. This session will cover: • What actually drove last week’s move, and what didn’t • Sean Farrell’s historical and macroeconomic review of the crypto market, including on-chain data, liquidity conditions, and key catalysts • Mark Newton’s technical analysis on major digital assets, including key price levels and market structure • Risk-reward assessments on Bitcoin, Ethereum, and Solana • Live Q&A with Sean Farrell and Mark Newton Can’t make it live? A replay will be available shortly after the webinar.
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset Strategy
Tue, Sep 8 2:30 ET
The Solana Thesis, From the Founder: A Conversation with Anatoly Yakovenko
Join Sean Farrell, Fundstrat’s Head of Digital Asset Strategy, and Anatoly Yakovenko, Co-Founder of Solana and CEO of Solana Labs, on Tuesday, September 8, at 2:30pm ET for an exclusive live webinar. What we’ll cover: • The investment thesis for Solana, straight from the founder • How investors should think about Solana’s competitive positioning in the market • What’s being built on Solana today with real adoption potential over a multi-cycle timeframe • Bridging traditional finance and crypto: tokenization, real-world assets, and institutional capital on chain • Solana Mobile and why hardware has become a major focus for Solana’s co-founder • The key risks and opportunities for the network and the asset, and what finance looks like a decade from now
Sean Farrell
Head of Digital Asset Strategy
Anatoly Yakovenko
Solana Co-Founder and CEO of Solana Labs
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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