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 StrategyOctober 2026 Top 5 and Bottom 5 Large-Cap and SMID-Cap Core Stock Ideas Technicals
-$PLTR remains very well positioned technically within striking distance of all-time highs, and recent Technology weakness has only caused some short-term consolidation
Mark L. Newton, CMT AC
Head of Technical StrategyFed Acts, Midterms Days Away
This week, the Federal Reserve’s Federal Open Markets Committee (FOMC) voted 10 to 2 to keep rates steady. It is interesting that in the previous two meetings, the Committee voted in September to raise rates on a vote...
L. Thomas Block
Washington Policy StrategistVIDEO FLASH: Overall a good week incrementally for markets, given FOMC, OK PCE, break in bond linkage to oil.
VIDEO: This week was an overall win for markets as we got several positive developments including, a less hawkish Fed, better internals on Core PCE and importantly, bond yields that are not acting "unhinged." This is why we...
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, Nov 10 2:00 ET
Mark Newton’s Live Technical Analysis – November 2026
This month’s Live Technical Analysis takes place Tuesday, November 10 at 2 p.m. ET, a week after Election Day. Mark Newton will break down market structure and near-term tactical opportunities. Joining him as a special guest will be Tom Block, Fundstrat’s Washington Policy Strategist, a Beltway insider who spent 21 years leading government relations at J.P. Morgan. With the midterm results still coming into focus, Tom Block will cover what the outcome could mean for policy heading into 2027, and which parts of the market might feel it first. What we’ll cover • What the midterm results could mean for legislation and regulation, and the sectors most exposed • 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 Can’t join live? A replay will be posted shortly after the webinar.
Mark L. Newton, CMT
Head of Technical Strategy
L. Thomas Block
Washington Policy Strategist
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. It is now up double digits year to date. 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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