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
Shutdown Ends, Fed Minutes on Wednesday
After 43 days, the longest government shutdown ended when the Congress approved legislation funding the government until Jan. 30. The Continuing Resolution (CR) was amended by the Senate and therefore needed to be approved by the House before...
L. Thomas Block
Washington Policy StrategistStabilization near support is positive; Rally looks likely next week
US Equity trends remain choppy, but bullish, and both SPX and QQQ look to be stabilizing near key support, which likely can lead to a bounce next week. Friday’s reversal looked important following the second day of sharp weakness,...
Mark L. Newton, CMT
Head of Technical StrategyShutdown Over, Focus on New Continuing Resolution
A week of Washington drama ended with Congress passing a Continuing Resolution (CR) that opened the government after a record 43-day long shutdown. The final bill was made possible when eight Democratic Senators joined 52 of the 53...
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: Turbulence grows as Fed officials push back against Dec cut. Still in Nov chop but we see gains by month end
VIDEO: Fed officials are still pushing back against a Dec cut, which is making markets more wary. And markets have a new "wall of worry" as the Supreme Court expresses skepticism about the White House tariffs. All in...
Thomas Lee, CFA
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, Nov 25 2:00 ET
Crypto Market Update Webinar - November 2025
Join us for a comprehensive crypto webinar that blends technical and fundamental insights across the major digital assets. We’ll break down key price levels, on-chain trends, and upcoming catalysts shaping the next phase of the market, offering clear, data-driven insight into where the sector may be headed next and where the next opportunities may emerge. Can’t make it? We’ve got you covered. As always, a replay will be available to clients shortly after the live event concludes.
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset Strategy
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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