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
Technical Strategy 09/08/2025
_NOTE: WE WILL ONLY HAVE A VIDEO TODAY, AS MARK IS ATTENDING FUTUREPROOF._
Mark L. Newton, CMT
Head of Technical StrategyFundstrat Sector Allocation - September 2025 Update
Market RecapFrom a seasonality perspective, August during the first year of a U.S. presidential term or cycle tends to be challenging for investors, but this month, equities defied expectations. The S&P 500 closed August 2025 up 1.9%, and...
Fundstrat Team
Government Funding, Fed and Tariffs
With the Oct. 1 funding deadline for the U.S. government fast approaching, the Congressional leadership hasn’t come up with a game plan to either pass some budgets and a CR or to allow for a shutdown. There are...
L. Thomas Block
Washington Policy StrategistTechnical Sector rankings for September- 3 Changes
Near-term and intermediate-term technical trends remain bullish for US Equities, and Treasuries have also begun to trend higher on the long end of the curve following a recent breakout on the short end. However, the dropoff in Technology...
Mark L. Newton, CMT
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
Wed, Sep 17 2:00 ET
Mark Newton’s Live Technical Analysis - September 2025
Join us on September 17 at 2 pm ET for an interactive webinar open to Fundstrat RIA clients only. On this live call, Mark Newton will be answering your questions and providing 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
Thu, Sep 25 11:00 ET
Understanding Crypto ‘Large Caps’ and How They Fit in Portfolios
Join Fundstrat and Grayscale Investments on Thursday, September 25, at 11:00 AM ET for an exclusive live crypto webinar. Sean Farrell, Head of Digital Assets at Fundstrat, will lead a discussion with Andy Baehr, Head of Product at CoinDesk, and Inkoo Kang, Senior Vice President of ETFs at Grayscale. They’ll share their perspectives on current market dynamics and client sentiment. Key topics include: -How do we define crypto large caps? What are the similarities and differences to how we define traditional equity large caps? -Market characteristics and performance drivers of crypto large caps. -Making the case for crypto large cap exposures – role of diversification. -Valuation approaches and other metrics.
Sean Farrell
Head of Digital Asset Strategy
Andrew Baehr, CFA, CAIA
Head of Product, CoinDesk Indices
Inkoo Kang
Senior Vice President of ETFs, Grayscale
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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