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
Waning breadth signals a choppier time ahead
A choppier period for Equities looks to have begun for US indices as both SPX and QQQ have shown some signs of minor consolidation. While I feel this weakness should prove short-lived, it looks increasingly likely, based on Wednesday’s...
Mark L. Newton, CMT
Head of Technical StrategyVIDEO FLASH: Fed on hold (no surprise) but Q&A shows confusion from “data dependent” Fed to “forward looking” hawkish Fed
VIDEO: While stocks traded flat today, versus our expectations for a rally, it is also evident to us that markets are questioning why the Fed shifted from “data dependent” (should be cutting) to “forward looking” (hawkish pause). We ultimately...
Thomas Lee, CFA
Head of ResearchPutting Crude Oil’s recent gains into perspective
A choppier period for Equities looks to be approaching and might result in SPX weakness in the back half of June. At present, short-term trends in US Equities remain bullish and lie within 2% of all-time highs. While a rally...
Mark L. Newton, CMT
Head of Technical StrategyVIDEO FLASH: Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of their views. This should help rate sensitives like Financials $XLF $KRE and small-caps $IWM.
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
Wed, Jun 25 11:00 ET
Understanding the Transformational Ideas Behind AI: an in-depth Discussion Between Tom Lee & Alex Kantrowitz
Join us on Wednesday, June 25, at 11:00 AM ET for an exclusive webinar featuring Tom Lee, Head of Research at Fundstrat, and Alex Kantrowitz, founder of Big Technology, a leading newsletter and podcast covering the Tech Giants and AI. This webinar will cover the latest in AI – essential listening for investors in the space.
Thomas Lee, CFA
Head of Research
Alex Kantrowitz
Founder of Big Technology
Thu, Jun 26 11:00 ET
Crypto & AI Outlook with Tom Lee and Barry Silbert
Join us on Thursday, June 26, at 11:00 AM ET for a live Crypto and AI outlook featuring Fundstrat’s Head of Research, Tom Lee, and Founder and CEO of DCG & Yuma, Barry Silbert. Independently, Crypto and AI are two of the most transformative forces of the 21st century. Together, they represent an exciting emerging theme in both tech and finance. This webinar explores the dynamic between Crypto and AI through two main angles: -The distinct intersections of AI innovation and blockchain technology, and the areas with highest potential for growth. -How crypto infrastructure not only accelerates AI adoption but also serves as a vital counterbalance to ‘Centralized AI’.
Thomas Lee, CFA
Head of Research
Sean Farrell
Head of Digital Asset Strategy
Barry Silbert
Founder and CEO, DCG and Founder and CEO, Yuma
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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