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
FOMC Week, Trump to Meet Xi, Shutdown Prolongs
A lot of headlines coming from public policy this week with everything from the FOMC rate-setting meeting to President Trump meeting Chinese President Xi Jinping to the continuing shutdown saga.
L. Thomas Block
Washington Policy StrategistBreakouts in SPX, QQQ, DJIA should fuel market into November
Near-term trends are bullish for SPX, and Friday’s breakouts across the board in SPX, QQQ, and DJIA should fuel markets higher into November. I anticipate a rally in SPX back to the highs of its trading channel into...
Mark L. Newton, CMT
Head of Technical StrategyShutdown and China in spotlight
The government shutdown continues for another week, but cracks in the Democratic opposition to open the government are beginning to show. On Thursday, two more Democratic Senators from Georgia broke from Leader Chuck Schumer and voted to pay...
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: Sept Core CPI likely to be interpreted as 'dovish' by markets. And collapse of High Beta Momentum in past week points to 97% probability of rally into YE
VIDEO: The collapse of high beta momentum in the past week is often a sign of a local low. Since 2005, a decline of more than -10% points to a 97% probability of gains into YE, particularly when...
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
Tue, Oct 28 2:00 ET
Crypto Market Update Webinar - October 2025
Join us for a comprehensive crypto webinar that blends technical and fundamental insights across the 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 the next opportunities may emerge. Can’t make it? We’ve got you covered. As always, a replay will be available to clients shortly after the live event concludes.
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset Strategy
Mon, Nov 3 11:00 ET
The Agentic Economy: Where Crypto Meets AI
Join us for an exclusive fireside chat with Fundstrat’s Head of Research Tom Lee, VP of Digital Asset Strategy Tom Couture, and Virtuals CEO Jansen Teng.This webinar will examine the rise of AI agents, crypto-powered infrastructure, and the opportunities emerging at their intersection. Key topics to be discussed include: -How AI and crypto are converging to create a new economic layer where autonomous agents transact, coordinate, and generate value without intermediaries. -AI agents representing the next major unlock for digital commerce, reducing friction between consumers and businesses and catalyzing exponential growth in agentic GDP. -How Virtuals Protocol is building the foundational infrastructure for the agentic economy, enabling intelligent agents to provide services, deploy capital, and interoperate autonomously. -Virtuals’ vision for the trillion-dollar agentic economy and what early investors should watch as this market takes shape.
Tom Couture
Vice President of Digital Asset Strategy
Thomas Lee, CFA
Head of Research
Jansen Teng
Co-founder and CEO of Virtuals Protocol
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