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
SPX rally back to new highs underway, led by Financials
Short-term US Equity trends look to have turned back higher Friday following a frustrating time for bulls and bears alike in recent weeks. Despite a plethora of bad news domestically and overseas, US Economic data and good earnings...
Mark L. Newton, CMT
Head of Technical StrategyPort Strike Ends, VP Candidates Debate
On Thursday evening, the two sides in the East Coast and Gulf Coast port strike announced a settlement that will allow the members of the International Longshoremen's Association to return to work. Before the strike, JP Morgan had...
L. Thomas Block
Washington Policy StrategistConsumer Discretionary breakout vs. Consumer Staples is seen as positive
Short-term US Equity trends have still grinded largely sideways in recent weeks following the bullish breakout back to new all-time highs for SPX and DJIA. Despite minor weakness following the escalation in the Middle East in recent days,...
Mark L. Newton, CMT
Head of Technical StrategySept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term structure "uninverting." As for Sept jobs report (Fri) we expect markets to react...
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
Wed, Oct 30 11:00 ET
Market Update & Election Outlook - October 2024
Please join us for our October webinar with Tom Lee and Mark Newton. This month’s webinar will feature a market-focused discussion of the fast-approaching election, exploring our thoughts on how to position your portfolio regardless of who takes the Oval Office on Nov. 5. Of course, we will also be providing our usual comprehensive market update, SMID Granny Shots update, and timely stock and sector ideas, as well as an interactive Q&A session for our members. Can’t make it? We have you covered – as usual, a replay will be provided to clients and members shortly afterwards.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
L. Thomas Block
Washington Policy Strategist
Tue, Nov 12 11:00 ET
3iQ: A Global Leader in Digital Asset Management - November 2024
Sean Farrell
Head of Digital Asset Strategy
Louis LaValle
Executive Vice President, Hedge Fund Solutions
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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150 East 52nd St, 3rd Floor, New York, NY 10022