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
Upticks - November 2026
Below is a technical write-up of eight stocks for this month’s UPTICKS publication. Three additions: $TMO, $MSCI, and $CROX, and five additional writeups:
Mark L. Newton, CMT AC
Head of Technical StrategyPotential departure of Jensen from Nvidia a negative, but not a 'thesis changer.' Technology stocks have already bottomed and we are buying the dip
We are sticking with the thesis that Technology stocks bottomed last week. The potential departure CEO Jensen Huang of Nvidia ($NVDA) does not change our view, as we explain below. Thus, we are buying any dip.
Thomas Lee, CFA AC
Head of ResearchTechnology's rebound nears resistance as NVDA's after-hours volatility complicates the picture
Regardless of the attempted bottoming in Technology, it's going to be difficult to have much confidence in the sector bottoming until $NVDA can properly stabilize and start to push back higher. Following the rally over three of the...
Mark L. Newton, CMT AC
Head of Technical StrategyCross-asset volatility is coming back, while Equity trends and momentum remain fragile
A hotter-than-expected CPI report caused US equities to gap lower on Tuesday, and the entire rebound attempt since last Thursday still remains a likely "dead-cat bounce" and appears quite unfulfilling toward thinking a low is at hand. Given...
Mark L. Newton, CMT AC
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
Thu, Nov 19 11:30 ET
Inside Ondo's Plan to Bring Prime Brokerage Onchain
Join Sean Farrell, Fundstrat’s Head of Digital Asset Strategy, Ian De Bode, President & Acting CEO, at Ondo Finance, and John Hoffman, Managing Director & Head of Product Portfolios, at Ondo Finance, on November 19, at 11:30 a.m. ET for a live webinar. We’ll discuss Ondo’s business, how its products fit together, and its plans for Intelligent Portfolios. What we’ll cover • How tokenization brings traditional assets and institutional capital onchain • Ondo’s products, from tokenized Treasuries and stocks to perps, and how they work together • How Ondo’s offerings compare with traditional prime brokerage services • Where Ondo is seeing adoption and what a more open financial system could offer investors • How investors can access a portfolio strategy through a single token • How investors could use Intelligent Portfolios to manage their onchain investments • The main risks and opportunities ahead for Ondo • How onchain finance could develop over the next decade Can’t make it live? A replay will be available shortly after the webinar.
Sean Farrell
Head of Digital Asset Strategy
Ian De Bode
President & Acting CEO, Ondo Finance
John Hoffman
Managing Director & Head of Product Portfolios, Ondo Finance
Mon, Nov 30 11:00 ET
Tom Lee's 2027 Market Outlook
Last December, Tom Lee’s 2026 outlook came with a warning about the market’s path: Tom saw the likelihood that the year could be choppy early and stronger later as key uncertainties resolved. Stocks indeed pulled back early in the year, then the S&P 500 set new all-time highs in October, up more than 14% for the year at the time. Of course, that was before the blue wave and post-midterm selloff. So what’s the path for 2027? Join us live on Monday, November 30 at 11AM ET as Tom Lee presents Fundstrat’s 2027 Market Outlook. He’ll discuss: • Fundstrat’s 2027 year-end price target for the S&P 500, and the data behind it • The sectors Fundstrat favors heading into 2027 • The macro forces Tom Lee sees shaping markets in the year ahead • What could change the outlook, and the signals worth watching Reserve your seat today. Can’t make it? No worries, we have you covered: a replay will be available shortly after the webinar.
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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