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
Value has taken the lead over Growth as year comes to a close
Technical trends for US Equities are bullish, but the large-cap Technology sector has continued to weigh down SPX and QQQ, and should be nearly complete. Given this past week’s breakouts in IWM, MDY, RSP, and IYT, I’m favoring...
Mark L. Newton, CMT
Head of Technical StrategyCongress Faces Healthcare Deadline
With one week to go before Congress leaves town for the Christmas break, the leaders are trying to find a compromise on the issue of healthcare insurance and the expiring Obamacare/ACA provisions. Millions of Americans are set to...
L. Thomas Block
Washington Policy StrategistMid-cap 400 index and DJIA have joined Small-caps at new highs
Technical trends for US Equities are bullish, and I think the price action post-FOMC certainly seems to tilt the odds that a move back to new highs is now likely into year-end. While META and NVDA’s underperformance has...
Mark L. Newton, CMT
Head of Technical StrategyEqual-weighted SPX and IWM have both made new all-time highs
Technical trends for US Equities are bullish, and I think the price action post-FOMC certainly seems to tilt the odds that a move back to new highs is now likely into year-end. I had been hopeful for consolidation,...
Mark L. Newton, CMT
Head of Technical Strategy
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
Mon, Dec 15 11:00 ET
Mark Newton's 2026 Technical Outlook
Join us on Monday, December 15 at 11am ET for a live presentation of Mark Newton’s 2026 Technical Outlook. Mark will discuss: -His technical roadmap for stocks, crypto, USD, and yields heading into 2026. -The sectors, styles, and asset classes Mark sees as technically attractive. -How key market cycles and seasonality may shape markets throughout 2026. 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
Wed, Dec 17 11:00 ET
Sean Farrell's 2026 Crypto Outlook
Join us on Wednesday, December 17 at 11am ET for a live presentation of Sean Farrell’s 2026 Crypto Outlook. With crypto entering a pivotal stage, Sean will break down the factors that could drive the next major move and where investors may find an edge in 2026. He will discuss: -How the 2026 macro backdrop may shape the next phase of crypto. -The risks, catalysts, and turning points investors should be watching. -High conviction areas where outperformance may emerge. -Whether the four year cycle is intact or entering a new regime. Can’t make it? Don’t worry, we’ve got you covered. A replay will be made available shortly after the event.
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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