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
Russell 3k breadth data has shown excellent progress this week
The near-term trend for US Equities has turned back to positive, given that both SPX and QQQ have convincingly pushed back over last Thursday’s highs. While rebuilding the prior breadth and momentum will take time, this week’s sharp...
Mark L. Newton, CMT
Head of Technical StrategyVIDEO FLASH: We continue to expect stocks to rally into YE. Equity markets like the potential of a dovish new Fed Chair
VIDEO: Equity markets continued to climb higher, after the grinding selloff since the Oct highs. In our view, the rally into YE remains intact.
Thomas Lee, CFA
Head of ResearchTransportation stocks and Homebuilders making progress
Near-term trend remains negative for SPX until 6770 can be exceeded, and despite the three-day bounce, more will be needed to help restore the technical health in US Equities after last week’s breakdown. This week’s bounce has proven encouraging...
Mark L. Newton, CMT
Head of Technical StrategyMedical Device names now breaking out to join Biotechnology
Near-term trend remains negative for SPX until 6770 can be exceeded, and despite the two-day bounce, more will be needed to help restore the technical health in US Equities after last week’s breakdown. SPX has now largely weakened enough...
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, Dec 9 11:00 ET
Solana and Staking: Unlocking the Next Wave of Crypto Opportunity
Join Sean Farrell, Head of Digital Assets at Fundstrat, and Zach Pandl, Head of Research at Grayscale Investments, on Tuesday, December 9 at 11 AM ET for a focused breakdown of Solana’s growing role in digital asset portfolios. Together, they’ll unpack the core concepts investors need to understand as Solana’s ecosystem expands and staking becomes an increasingly important component of crypto strategy. Key topics include: -What makes Solana unique compared to major blockchains like Ethereum. -How Solana’s staking model works and the key risks and rewards advisors should understand. -How staked Solana can fit into a diversified digital asset strategy. -How to think about staking yields versus traditional income-generating investments. -The most important developments in the Solana ecosystem and what they mean for adoption and investor opportunities. -What financial professionals should consider when evaluating ETFs that offer Solana exposure and staking.
Sean Farrell
Head of Digital Asset Strategy
Zach Pandl
Head of Research at Grayscale
Thu, Dec 11 11:00 ET
Tom Lee's 2026 Market Outlook
Tom Lee’s market outlook for 2025 still saw upside ahead despite two back-to-back 20%+ years for the S&P 500. Now the index is up double digits year to date, in what Tom calls “the most hated rally.” Join us live on December 11 at 11 a.m. ET as Tom shares his 2026 market outlook, including where he sees opportunity and risk in the year ahead. Will the rally stay hated, or keep proving skeptics wrong?
Thomas Lee, CFA
Head of Research
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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150 East 52nd St, 3rd Floor, New York, NY 10022