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
GOOGL & Memory Stock breakdown likely a short-term headwind for Technology
Near-term SPX trends remain bearish, and trends and momentum remain negatively sloped as WTI Crude’s rally continues to be a factor that Equities have responded negatively to in recent weeks. Until evidence of capitulation arises and/or meaningful structural...
Mark L. Newton, CMT
Head of Technical StrategyFog of war (on comms) keeps investors sidelined. Crypto and tech leadership shows digital economy not disrupted by war.
The latest reports around a potential ceasefire leave investors confused. Conflicting statements by Iran leadership not only highlight the fracturing of the Iran regime, but also highlights the "fog of war" underway. And this "fog" is a reason...
Thomas Lee, CFA
Head of ResearchVIDEO FLASH: After hours, reports US-Iran discuss ceasefire trigger oil decline. But there is the "fog of war"
VIDEO: We are caught in the fog of war, but it does seem like the US and Iran are discussing a potential 30-day ceasefire. And if this comes to pass, this would be a positive development for markets. ...
Thomas Lee, CFA
Head of ResearchAfter hours, reports US-Iran discuss ceasefire trigger oil decline. But there is the "fog of war"
VIDEO: We are caught in the fog of war, but it does seem like the US and Iran are discussing a potential 30-day ceasefire. And if this comes to pass, this would be a positive development for markets. ...
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, Mar 24 11:00 ET
Macro Update & Top Ideas - March 2026
With oil, equities, and peace talks reshaping markets in real time, this is the context every serious investor needs right now. Don’t miss Tom and Mark’s most detailed read yet on where things stand. In this special report: -The single oil market signal Tom is tracking daily to gauge whether the equity bull case is intact -Mark’s maximum downside target for the S&P and the exact price levels on $NVDA and $AAPL he’s watching to assess whether tech holds -Why US equities are structurally better positioned than Europe and Asia through this conflict, and why that matters for where you allocate -A signal in gold that has appeared only five times in 50 years, and what it has historically meant for stocks in the months that followed -The short gold / long crypto trade: Tom’s year-long view, and the specific technical setup Mark is waiting for before putting it on -Fundstrat’s just-updated Top 5 large-cap ideas and Top 5 SMID ideas, with Mark’s technical read on every name -Private credit: Tom’s current read on the headline risk and whether it poses a systemic threat to the broader market Markets are moving fast. This session gives you the framework to follow them.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Wed, Mar 18 2:00 ET
Crypto Market Update Webinar - March 2026
Oil has surged. Rate-cut expectations have faded. Bitcoin has slipped back below $70,000. After a sharp rebound, crypto is once again trading against a more difficult macro backdrop. In this month’s Crypto Market Update, Fundstrat’s Sean Farrell and Mark Newton explain whether recent strength was the beginning of a durable turn, or simply a bear market rally within a still fragile environment. What You’ll Learn -Why Sean says this still looks like a bear market rally -The April window Mark believes investors should not ignore -Why recent strength may have been a chance to build dry powder -Why one crypto name continues to defy the broader pullback -What BTC, ETH, SOL, HYPE, and CRCL may be signaling here
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset 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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