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
Big Week for Warsh, DoD Budget Needs Work
The new Federal Reserve Chair Kevin Warsh will appear before the House Banking Committee on Tuesday, and on Wednesday, he will give testimony to the Senate Committee. He intends to hold fewer press conferences, so this semi-annual Congressional...
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: We continue to buy the dip in semis, memory and tech
VIDEO: We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward. And in the near-term we remain constructive. Next week is a heavier week for macro...
Thomas Lee, CFA AC
Head of ResearchWe continue to buy the dip in semis, memory and tech
VIDEO: We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward. And in the near-term we remain constructive. Next week is a heavier week for macro...
Thomas Lee, CFA AC
Head of ResearchSPX breakout looks imminent as Technology snaps back to life
Near-term US equity trends remain bullish, and Thursday's session further strengthened the technical picture, showing good follow-through after Wednesday's successful tests of intraday support and reversal higher in $SPX and $QQQ. I expect that a breakout in $SPX...
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
Tue, Jul 14 11:00 ET
Market Structure, Rulemaking, and Crypto's Regulatory Road Ahead
Join Sean Farrell, Fundstrat’s Head of Digital Asset Strategy, and Tom Block, Fundstrat’s Washington Policy Strategist, with Kristin Smith, Miller Whitehouse-Levine, and Colin McLaren of the Solana Policy Institute, on Tuesday, July 14, at 11am ET for an exclusive live webinar. What we’ll cover: -The Clarity Act endgame — where market structure legislation actually stands, the realistic odds of passage, and why the Senate calendar is perhaps the most important factor at play -Process over promises — what’s happening behind closed doors on the Hill, and what it takes to get a bill from committee to a floor vote -Beyond the legislation — the rulemaking already underway at the SEC and CFTC, and why the bullish tailwinds don’t hinge on a single bill -Tokenization and derivatives — the outlook for tokenized securities, perpetual futures, and the next wave of regulated crypto products -The political map — how the midterms could reshape the regulatory landscape for crypto and markets more broadly -The GENIUS Act at one year — what the landmark stablecoin law has delivered, and what’s next
Sean Farrell
Head of Digital Asset Strategy
L. Thomas Block
Washington Policy Strategist
Kristin Smith
President of Solana Policy Institute
Miller Whitehouse-Levine
Founder and CEO of Solana Policy Institute (SPI)
Colin McLaren
Head of Government Relations at Solana Policy Institute (SPI)
Thu, Jul 16 11:00 ET
Macro Update & Top Ideas - July 2026
Join us on Thursday, July 16 at 11am ET for Fundstrat’s monthly Macro Update and Top Ideas webinar, bringing together Head of Research Tom Lee and Head of Technical Strategy Mark Newton for a combined tactical macro and technical outlook, this month’s highest-conviction equity ideas, and live client Q&A. This session will cover: – Tom Lee’s macro market update and current analytical framework – Mark Newton’s technical review of major indexes, sectors, and key price levels – Fundstrat’s top 5 large-cap and top 5 SMID-cap stock ideas for the month, with live technical analysis on each name – Risk considerations and positioning context for the current environment – Live Q&A with Tom Lee and Mark Newton Can’t make it live? A replay will be available shortly after the webinar.
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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