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
Wobble this week partly reflects cash raised to fund additional buys of SpaceX post-IPO (due to Nasdaq 100 and Russell 1000 inclusion)
Equities have wobbled in the past week pushing S&P 500 down -2.6% month to date. This is not entirely surprising given the >10% gains registered in May. But we think the upcoming SpaceX IPO is probably creating near-term...
Thomas Lee, CFA AC
Head of ResearchRotation into Equal-weight and Rate-Sensitive Value broadens, while Tech still looks to be in need of consolidation
Near-term US Equity trends remain choppy but bearish when eyeing $SPX and $QQQ, and continue to show bifurcation vs. $DJIA and Equal-weighted $SPX as the rotation toward non-Technology-related sectors continues. I would not yet sound the all-clear, as...
Mark L. Newton, CMT AC
Head of Technical StrategyBeware the Dead-Cat Bounce as Cycles Turn Negative for SPX into Late July
Near-term US Equity trends turned last week, and additional weakness looks likely to challenge and undercut last week's lows. While Monday's session bounced back to recover part of Friday's sharp Growth-led decline, the cycle backdrop argues this is...
Mark L. Newton, CMT AC
Head of Technical StrategyFed Warsh Meeting Approaches, Clarity Act Faces Hurdles, Senate Races in Spotlight
The first meeting of the Federal Open Markets Committee (FOMC) under the new chair, Kevin Warsh, is fast approaching. The meeting dates are June 16/17. Last week’s strong jobs numbers likely strengthened the argument for the Fed rate-setting...
L. Thomas Block
Washington Policy Strategist
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, Jun 16 2:00 ET
Crypto Market Update - June 2026
Join us on Tuesday, June 16 at 2pm ET for Fundstrat’s monthly Crypto Market Update, bringing together Head of Digital Assets Strategy Sean Farrell and Head of Technical Strategy Mark Newton for a combined fundamental and technical outlook across major digital assets, and live client Q&A. This session will cover: -Sean Farrell’s fundamental and macro review of the crypto market, including on-chain data, liquidity conditions, and key catalysts -Mark Newton’s technical analysis on major digital assets, including key price levels and market structure -Relative exposure considerations across crypto assets and crypto-linked equities -Risk-management levels on Bitcoin, Ethereum, and Solana -Live Q&A with Sean Farrell and Mark Newton Can’t make it live? A replay will be available shortly after the webinar.
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset Strategy
Thu, Jun 25 11:00 ET
Macro Update & Top Ideas - June 2026
Join us on Thursday, June 25, at 11 am ET for Fundstrat’s monthly Macro Update and Top Ideas webinar with Tom Lee and Mark Newton. You already know what is happening in the market. The harder question is what to do about it. Each month, Tom Lee and Mark Newton answer that directly: current macro framework, technical read on market structure, and Fundstrat’s highest-conviction stock ideas with the reasoning behind each one. Then they take your questions live. What we’ll cover: -Tom’s current macro framework and where he comes out heading into the month ahead – The data shaping market direction: what it’s saying about growth, inflation, rate policy, and sector rotation – Where Tom and Mark’s views align and where they diverge, and what that means for portfolio positioning – Fundstrat’s top 5 large-cap and top 5 SMID-cap stock ideas for the month, with live technical analysis on every name – Key technical levels Mark is watching on the major indexes and what they signal for the month ahead – Live Q&A with Tom and Mark Can’t make it live? A replay will be available to Fundstrat clients shortly after the session ends.
Thomas Lee, CFA
Head of Research
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.
Contact Us
Email:
Call:
Visit:
150 East 52nd St, 3rd Floor, New York, NY 10022