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
Congress tries to go home
With a midnight deadline to fund the government and avoid a shutdown, the House Republicans are looking for a strategy that can pass and win the approval of President-elect Trump.
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: We continue to see the steep drop from Wed (-3%) as a "buy the dip" moment. Fundamentals remain strong.
_VIDEO: WE DISCUSS HOW THE FED REMAINS DOVISH AND FUNDAMENTALS REMAIN STRONG, THUS, WE ARE BUYING THIS DEEP DIP_ _MORE IN TODAY'S MACRO MINUTE VIDEO LINKED HERE (DURATION 6:21)._
Thomas Lee, CFA
Head of ResearchWe continue to see the steep drop from Wed (-3%) as a "buy the dip" moment. Fundamentals remain strong.
We continue to view the sell-off triggered on Wednesday this week as a "buy the dip" moment. The fundamental backdrop for stocks remains positive and while there are some needed ripple effects from the sell-off, we expect this...
Thomas Lee, CFA
Head of ResearchWhat Rate cuts? Equal-wgtd. SPX has reached lowest levels since Sept.
SPX’s decline has started to play “Catch-up” with the Equal-weighted SPX’s weakness, which has caused near-term momentum to roll over while breadth levels remain anemic following a record string of negative Advance/Decline sessions. US Dollar and US Treasury yield...
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
Tue, Jan 7 11:00 ET
Mark Newton’s 2025 Technical Outlook
Mark L. Newton, CMT
Head of Technical Strategy
Tue, Jan 14 11:00 ET
Sean Farrell’s 2025 Crypto Outlook
Join us on Tuesday, January 14 at 11am ET for a live presentation of Sean Farrell’s 2025 Crypto Outlook.
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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