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
Financials snap back to life as markets mark time ahead of GOOGL and TSLA
US equity trends remain near-term bullish following Tuesday's Tech-led rally, and Wednesday's flat session ($SPX off a fractional -0.02%) did nothing to change that thesis, with Energy gaining on further crude strength while Technology eased ahead of tonight's...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: Today's OpenAI headline exposes that we may be closer to the 'Uncanny Valley' than we realize
VIDEO: OpenAI revealed one of its 'agents' escaped and hacked a network. The growing capabilities of AI and their eventual growing share of our wealth raises the concern we will soon cross the 'Uncanny Valley of Wealth.' A...
Thomas Lee, CFA AC
Head of ResearchTechnology nears the end of its cyclical decline heading into earnings
US equity trends have begun to improve following Tuesday's Tech-led rally, and while it might seem ironic for equities to be showing this kind of strength with Treasury yields pushing higher, Dollar/Yen breaking out to the highest levels...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO: Peter Lynch once famously said “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” To us, this is what investors selling Semis and DRAM are doing today. The AI structural...
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, Jul 28 11:00 ET
The Agentic Economy: From Digital Agents to the Physical Economy
Join us on July 28 at 11 AM ET for this exclusive fireside chat with Fundstrat Head of Research Tom Lee, Fundstrat Head of Digital Asset Strategy Sean Farrell, and Virtuals Protocol Chief Executive and Co-founder Jansen Teng. Together, they’ll examine the rise of AI agents, crypto-powered infrastructure, and how the agentic economy is extending beyond the digital world into robotics and the physical economy. Key topics include: • How AI and crypto are converging to create a new economic layer where autonomous agents discover, transact, and coordinate on-chain without intermediaries. • AI agents as the next major unlock for commerce. • How Virtuals Protocol is building across full agent stack, from capital formation, and agent-to-agent commerce, to the identity and banking primitives, that let agents earn, spend, and interoperate autonomously. • The push toward open standards for agent commerce and what it means for a permissionless, platform-agnostic agentic economy. • Bridging agents into the physical world: how Virtuals is building the data and robotics pipeline for embodied AI, and how physical agents could fundraise and transact on the same infrastructure as digital ones. • Virtuals’ vision for the trillion-dollar agentic economy and what early investors should watch as this market takes shape. • Tom Lee’s latest crypto views.
Thomas Lee, CFA
Head of Research
Sean Farrell
Head of Digital Asset Strategy
Jansen Teng
Co-founder and CEO of Virtuals Protocol
Tue, Aug 11 2:00 ET
Mark Newton’s Live Technical Analysis – August 2026
Join us on Tuesday, August 11 at 2pm ET for Fundstrat’s monthly Live Technical Analysis webinar with Head of Technical Strategy Mark Newton, covering current market structure, near-term tactical opportunities, and live chart analysis on client-submitted names. This session will cover: -Mark Newton’s technical review of major indexes and sectors, including key levels and near-term market structure -Live technical analysis on client-submitted tickers: trend, support and resistance, and risk/reward on each name -Tactical setups and positioning considerations for the weeks ahead -Live Q&A with Mark Newton Can’t make it live? A replay will be available shortly after the webinar.
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