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
Gold & Silver back at new all-time highs and Materials outperforming
Near-term Equity trends are bullish, but despite last week’s breakout in QQQ, this week has kicked off with a much better day of performance out of Small-caps following IWM’s seventh straight day of gains. Interestingly enough, U.S. equity...
Mark L. Newton, CMT
Head of Technical StrategyFed Chair Inquiry, Congress Faces Shutdown Deadline
On Sunday night, the Fed announced that it had received a criminal complaint from the Justice Department focused on Chair Jerome Powell’s testimony in the Senate on the construction project at their Washington headquarters. Powell responded in a...
L. Thomas Block
Washington Policy StrategistHomebuilders, Crude Oil, and QQQ all break out to finish on a high note
Near-term Equity trends are bullish, and the week closed with a notable breakout in QQQ as both AAPL, TSLA rebounded while Semiconductor and Semi-cap Equipment stocks showed tremendous strength. Homebuilders also rallied as the Administration has begun to take...
Mark L. Newton, CMT
Head of Technical StrategyHouse GOP Splits on Obamacare
In the first real legislative setback for President Trump, 17 House Republicans joined all the House Democrats to vote in favor of a three-year restoration of the ACA/Obamacare health insurance subsidies. The vote demonstrated the challenges the White...
L. Thomas Block
Washington Policy Strategist
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, Jan 13 2:00 ET
Live Technical Analysis with Mark Newton - January 2026
Join us on Tuesday, January 13, at 2pm ET for an interactive webinar open to Fundstrat clients only. In this live session, Mark Newton, Fundstrat’s Head of Technical Strategy, will: -Share his latest technical outlook on major market indexes and sectors. -Highlight near-term tactical trading opportunities. -Answer client questions live with real-time chart analysis. Can’t make it? Don’t worry, we’ve got you covered. A replay will be available shortly after the event.
Mark L. Newton, CMT
Head of Technical Strategy
Fri, Jan 9 11:00 ET
Macro Update & Top Ideas - January 2026
Markets are kicking off the year with new highs but under the surface, investors are wrestling with big questions around AI, rates, crypto, commodities, and whether this rally still has legs. In Fundstrat’s January Macro Update & Top Ideas webinar, Tom Lee and Mark Newton break down what’s really driving markets right now, what signals matter most early in the year, and where opportunities (and risks) are starting to emerge. What this month’s webinar covers: -How to think about tailwinds vs. headwinds after three strong years, and why this cycle may still have more room to run -How shifting Fed dynamics, rates, and liquidity could impact stocks in the months ahead -Why areas like healthcare, financials, industrials, energy, and materials are starting to matter more and what that means for portfolios -What’s happening with $GOOGL, $AAPL, and other mega-cap tech names and whether leadership is about to rotate -Why precious metals and commodities keep coming up in conversations -Stock analysis of key market leaders, including $BTC, $ETH, $JPM, $GOOGL, $AAPL, $NFLX, $MSTR, and $LRCX
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