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
FXI breaks out of Multi-month Trend ahead of Trump/Xi Meeting
Near-term US Equity trends still look constructive given no $SPX trend break, with the rising trendline from April lows intact and the Russell 3000 A/D line continuing to confirm. However, momentum has begun to slip beneath the surface...
Mark L. Newton, CMT AC
Head of Technical StrategyMay 2026 Technical Outlook
FOR FULL REPORT, PLEASE CLICK HERE. TECHNICALLY, THE FOLLOWING HAVE IMPROVED SINCE THE LATE MARCH LOW, WHICH HELPS TO GIVE CONFIDENCE ABOUT 2026 * WTI AND BRENT CRUDE OIL HAVE PEAKED OUT – A meaningful rolling over in...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: April Core CPI above expectations at +0.38% MoM, distorted due to Oct govt shutdown. Alternative Truflation shows much lower current inflation
VIDEO: Today's April CPI report highlights the question of what are the inflation metrics that matter to the Fed. Energy will cause inflation to rise. But should markets focus on CPI and PCE or alternative datasets as advocated...
Thomas Lee, CFA AC
Head of ResearchForced Reweighting in EWY by Month-End Could Send Ripples Through Semiconductor Issues
Arguably, there is not much evidence of trend change for Equities despite the sharp early selloff, which brought $SPX, $QQQ, and $SMH down to near initial trendline support. Incoming Fed Chair Warsh's confirmation served as an intra-day bullish...
Mark L. Newton, CMT AC
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, May 14 2:00 ET
Crypto Market Update - May 2026
Join us on Thursday, May 14 at 2pm ET for our monthly crypto market update with Sean Farrell (Fundstrat Head of Digital Assets Strategy) and Mark Newton (Fundstrat Head of Technical Strategy), blending fundamental and technical insights across major digital assets. We’ll break down key price levels, on-chain trends, and upcoming catalysts shaping the next phase of the market, offering clear, data-driven insight into where the sector may be headed next and where new opportunities may emerge. What we’ll 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 institutional demand drivers and what they mean for downside riskThe 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 -Mark’s technical analysis on the majors, including key price levels and what they signal for the month ahead Can’t make it? We’ve got you covered. As always, a replay will be available to members shortly after the live event concludes.
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset Strategy
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
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