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
Mark L. Newton, CMT AC
Head of Technical StrategyUpticks - September 2026
Below is a technical write-up of seven stocks for this month’s UPTICKS publication. Three additions: $DDOG, $NVDA, $LITE, and four subtractions: $VLO, $VST, $IRM, $MAR
Mark L. Newton, CMT AC
Head of Technical StrategyWill the Clarity Act Move?
I was in New York City when the 9/11 attacks occurred. It is a day seared in my memory. Like far too many, I lost a good friend that day – Neil Levin, who was the Executive Director...
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: We continue to expect a benign August Core CPI (Fri am). This likely leads to a "face ripper" rally in the next week or so.
VIDEO: Markets are cautious heading into August CPI (Friday am). And in our view, this is a setup for a "face ripper" rally to come sometime this month. Investors seem to be overly hawkish, as are the Fed...
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
Wed, Sep 23 11:00 ET
Macro Update & Top Ideas - September 2026
Join us on Wednesday, September 23 at 11am ET for Fundstrat’s monthly Macro Update and Top Ideas webinar, bringing together Head of Research Tom Lee and Head of Technical Strategy Mark Newton for a combined tactical macro and technical outlook, this month’s highest-conviction equity ideas, and live client Q&A. This session will cover: • Tom Lee’s macro market update and current analytical framework • Mark Newton’s technical review of major indexes, sectors, and key price levels • Fundstrat’s top 5 large-cap and top 5 SMID-cap stock ideas for the month, with live technical analysis on each name • Risk considerations and positioning context for the current environment • Live Q&A with Tom Lee and Mark Newton Can’t make it live? A replay will be available shortly after the webinar.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Tue, Sep 29 2:00 ET
Crypto Market Update - September 2026
Join us Tuesday, September 29 at 2pm ET for Fundstrat’s monthly Crypto Market Update, bringing together Head of Digital Asset Strategy Sean Farrell and Head of Technical Strategy Mark Newton for an analysis of the historical precedent and technical outlook across major digital assets, and live member Q&A. This session will cover: • Sean Farrell’s historical 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
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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