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
Senate Map Change, Data Centers Emerging Issue
This past week Democrats added South Carolina to the list of states that they believe could be in play. In a runoff election, South Carolina Republicans nominated the late Senator Lindsey Graham’s sister, Darline Graham, to fill the full...
L. Thomas Block
Washington Policy StrategistNVDA's triangle breakout on expanding volume should carry indices back to new highs
Equity trends turned back up on Thursday, with both $SPX and $QQQ clearing the short-term resistance that had capped this consolidation since the mid-August peak, 7,727 and 712 respectively. What has changed over the last couple of weeks...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: Friday's Jackson Hole is the final 'clearing event' for this week and we expect stocks to rally, as odds of Sept hike should drop to zero (35% today).
VIDEO: We expect Fed Chair Warsh's Jackson Hole speech to lead to a market rally. 4 of the last 5 Jackson Hole speeches saw markets gain in the following week. We think the odds of a Sept Fed...
Thomas Lee, CFA AC
Head of ResearchVIDEO FLASH: July Core PCE essentially inline, NVDA strong fiscal 2Q = 2 clearing events over. NVDA, as expected, will aid a rally in AI complex. Friday is Jackson Hole, last clearing event = new highs.
VIDEO: Nvidia $NVDA came in solidly with >100% revs growth on ~$100 billion revs, just astounding. And this along with $CRM $CRWD reports, should lead to a tech rally. This is consistent with our view that these were...
Thomas Lee, CFA AC
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
Tue, Sep 8 2:30 ET
The Solana Thesis, From the Founder: A Conversation with Anatoly Yakovenko
Join Sean Farrell, Fundstrat’s Head of Digital Asset Strategy, and Anatoly Yakovenko, Co-Founder of Solana and CEO of Solana Labs, on Tuesday, September 8, at 2:30pm ET for an exclusive live webinar. What we’ll cover: • The investment thesis for Solana, straight from the founder • How investors should think about Solana’s competitive positioning in the market • What’s being built on Solana today with real adoption potential over a multi-cycle timeframe • Bridging traditional finance and crypto: tokenization, real-world assets, and institutional capital on chain • Solana Mobile and why hardware has become a major focus for Solana’s co-founder • The key risks and opportunities for the network and the asset, and what finance looks like a decade from now
Sean Farrell
Head of Digital Asset Strategy
Anatoly Yakovenko
Solana Co-Founder and CEO of Solana Labs
Thu, Sep 10 2:00 ET
Mark Newton’s Live Technical Analysis – September 2026
Join us on Thursday, September 10 at 2pm ET for Fundstrat’s monthly Live Technical Analysis webinar with Head of Technical Strategy Mark Newton, covering current market structure, near-term tactical opportunities, and live chart analysis on client-submitted names. This session will cover: Mark Newton’s technical review of major indexes and sectors, including key levels and near-term market structure Live technical analysis on client-submitted tickers: trend, support and resistance, and risk/reward on each name Tactical setups and positioning considerations for the weeks ahead Live Q&A with Mark Newton Can’t make it live? A replay will be available shortly after the webinar.
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