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
SPX, QQQ Breakdown brings test of March lows into play
Unfortunately, Friday’s breakdown can’t be considered anything but negative, and this damage needs to be recouped right away on Monday to prevent a retest of March lows. Technology, in particular, has pulled back to a “Make-or-Break” level when eyeing...
Mark L. Newton, CMT
Head of Technical StrategyTariffs and Debt Ceiling
With President Donald Trump’s tariff date of April 2 just days away, there is a great deal of attention to what exactly the administration will announce on Tuesday. This week, the administration moved early on auto tariffs making...
L. Thomas Block
Washington Policy StrategistSilver could start to play Catchup to Gold and both appear attractive
Near-term Equity index trends remain bullish as the two-day minor pullback has done little to damage the trend from 3/13/25 lows. My expectation is a rally into month/quarter-end, which could lift SPX up to 5830 initially. Despite some investors expressing...
Mark L. Newton, CMT
Head of Technical StrategyMarch 2025 Technical Outlook
FOR FULL REPORT, PLEASE CLICK HERE.
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
Thu, Apr 3 10:00 ET
Grayscale: A Leader in Digital Asset Management
Join Fundstrat and Grayscale Investments on Thursday, April 3, at 10:00 AM ET for an exclusive live webinar. Sean Farrell, Head of Crypto Strategy at Fundstrat, will lead a discussion with John Hoffman, Head of Distribution at Grayscale, and Zach Pandl, Head of Research at Grayscale. They’ll share their perspectives on current market dynamics and client sentiment. Key topics include: -Understanding where we currently stand in the crypto market cycle. -Effective crypto portfolio allocation strategies. -Alternative exposures to Bitcoin beyond ETFs. -Identifying today’s best value opportunities in crypto. -Grayscale’s approach to selecting areas of focus within an expanding crypto universe.
Sean Farrell
Head of Digital Asset Strategy
John Hoffman
Head of Distribution and Partnerships at Grayscale
Zach Pandl
Managing Director of Research at Grayscale Investments
Wed, Apr 16 11:00 ET
Super Grannies & Market Update Webinar - April 2025
Join us for a live webinar and interactive Q&A with Fundstrat’s Head of Research, Tom Lee, and Head of Technical Strategy, Mark Newton. This webinar will include a macro update followed by our monthly update to our “Super Grannies”, where Tom and Mark provide a comprehensive deep dive into the names we like the most in today’s market landscape. Can’t make it? We have you covered – as usual, a replay will be provided to clients shortly after the live event has concluded.
Thomas Lee, CFA
Head of Research
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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