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
Massive rotation warrants paying attention as February gets underway
Near-term Equity trends are short-term bullish, and the two-day decline to close out the month of January for Equities failed to cause sufficient technical damage to trends that would alter the bullish path. Both SPX and QQQ are...
Mark L. Newton, CMT
Head of Technical StrategyGovernment Shutdown, New Fed Chair
With the government shutdown deadline at midnight tonight, it appears that there will be a shutdown. There’s hope that it may end by early next week, though.
L. Thomas Block
Washington Policy StrategistAAPL’s breakthrough quarter likely to help Technology rebound continue
Near-term Equity trends are short-term bullish, and both SPX and QQQ have pushed back to new all-time highs while the broader market has remained far choppier lately. Big-cap Tech has begun to assume its former leadership role again and...
Mark L. Newton, CMT
Head of Technical StrategyVIDEO FLASH: FOMC rate decision "no cut" as expected. But Fed is incrementally dovish as they see narrowing risks and 2 dissenters for a cut
VIDEO: The Fed is taking an incremental step to be dovish and this is evidenced by Powell further reducing the risk of inflation. Moreover, overall earnings season has been strong so far, but both misses and beats are...
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
Thu, Feb 5 11:00 ET
Macro Update & Top Ideas - February 2026
Join us on Thursday, February 5 at 11 am ET for a live webinar and interactive Q&A with Fundstrat’s Head of Research, Tom Lee, and Head of Technical Strategy, Mark Newton. The session begins with a macro market update, followed by this month’s Top Ideas, where Tom and Mark deliver a focused deep dive into the opportunities they find most compelling in today’s market environment. This webinar includes: -A clear market framework synthesized from Tom and Mark’s near-daily commentary -This month’s top 5 large-cap and top 5 SMID-cap stock ideas -Live Q&A with Tom and Mark Can’t attend live? A full replay will be made available to members shortly after the event.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Wed, Feb 18 2:00 ET
Live Technical Analysis with Mark Newton - February 2026
Join us on Wednesday, February 18, at 2pm ET for an interactive webinar open to Fundstrat RIA clients only. On this live call, Fundstrat’s Head of Technical Strategy, Mark Newton, will answer your questions and provide a market update featuring near-term opportunities. Can’t make it? Don’t worry, we’ve got you covered. A replay will be made available shortly after the event.
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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