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
VIDEO FLASH: After 6 Black Swans, the S&P 500 equal weight P/E shrank from 17.6X to 16.9X… which is why we see P/E expansion next few years
VIDEO: The fact the S&P 500 faced 6 Black Swans in the past 5 years and yet managed to grow earnings is testament to the resilience of corporate America. Unless one expects Black Swans to recur in the next...
Thomas Lee, CFA
Head of ResearchRaising Energy to a Neutral rating vs. Underweight for 2H 2025
Short-term trends remain bullish, and daily momentum gauges have hit overbought levels, while DeMark exhaustion could materialize as of mid-next week for SPY and QQQ. It’s bullish to see the degree of broad-based expansion in sector participation following a...
Mark L. Newton, CMT
Head of Technical StrategyFundstrat Sector Allocation - July 2025 Update
The S&P 500 set fresh all-time highs on June 26, and again on June 30. For the first half of the year, the S&P 500 gained 5.5%. June was a good month for U.S. stocks, with the S&P...
Fundstrat Team
BBB Signed, Netanyahu, Trade, and FOMC Minutes
On July 4, the White House and Congressional Republicans celebrated the signing of the president’s hallmark legislation: the Big Beautiful Bill Act. In the coming weeks, the tough part will come as the administration starts to write the...
L. Thomas Block
Washington Policy Strategist
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, Jul 16 11:00 ET
Super Grannies & Market Update Webinar - July 2025
Join us for a live webinar and interactive Q&A with Fundstrat’s Head of Research, Tom Lee, and Head of Technical Strategy, Mark Newton. This event will include a macro update followed by our monthly update to our Super Grannies and Super SMID Grannies , where Tom Lee and Mark Newton once again provide a comprehensive deep dive into the names we like the most in today’s market landscape. Can’t make it? We have you covered – as usual, a replay will be provided to clients shortly after the live event has concluded.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Tue, Jul 8 2:00 ET
Mark Newton’s Live Technical Analysis - July 2025
Join us on July 8 at 2pm ET for an interactive webinar open to Fundstrat RIA clients only. On this live call, Mark Newton will be answering your questions and providing a market update featuring near-term opportunities. Can’t make it? Don’t worry, we’ve got you covered. A replay will be made available shortly after the event.
Mark L. Newton, CMT
Head of Technical 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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150 East 52nd St, 3rd Floor, New York, NY 10022