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Providing the best fundamental strategy and independent research with top priority on our clients’ needs and interests.

Welcome to Fundstrat
A differentiated approach to market strategy and sector research

We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottoms-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.

 

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We revise YE target to 2475. Our original forecast for 2017 called for a weak 1H fo…

We are introducing a series of reference indices, each series described as FS Crypto…

We see energy is critically important sector to watch to confirm the Value “escape…

We stick with a “barbell” strategy, OW FAANNG and OW Value as multiple factors i…

Longest stretch ever that US Value underperformed Growth and Global Value.

More reports are available in the Research Library.


We see long-term cycle trend remains positive; intermediate-term indicators continue…

Macro-Enabled Spreadsheets for DQM Sep 30 Portfolio

Tech and Industrials sectors added weight in our 9/30 Doctor Quant Model (DQM, slide…

We see long-term cycle intact for the S&P 500, intermediate-term indicators continue…

After failing to repeal and replace Obamacare, the President and his Republican alli…

More reports are available in the Research Library.



The headwinds developing from an inversion of the VIX term structure (4M contract is…

The long-term yield curve (30Y less 10Y) has impressive and impeccable track record …

Energy Investment grade CDS is the best performing sector YTD, nearly best high-yiel…

Update on "Stocks are the “new” bonds" strategy.





We revise YE target to 2475. Our original forecast for 2017 called for a weak 1H fo…

We are introducing a series of reference indices, each series described as FS Crypto…

We see energy is critically important sector to watch to confirm the Value “escape…

We stick with a “barbell” strategy, OW FAANNG and OW Value as multiple factors i…

Longest stretch ever that US Value underperformed Growth and Global Value.

More reports are available in the Research Library.


We see long-term cycle trend remains positive; intermediate-term indicators continue…

Macro-Enabled Spreadsheets for DQM Sep 30 Portfolio

Tech and Industrials sectors added weight in our 9/30 Doctor Quant Model (DQM, slide…

We see long-term cycle intact for the S&P 500, intermediate-term indicators continue…

After failing to repeal and replace Obamacare, the President and his Republican alli…

More reports are available in the Research Library.


The headwinds developing from an inversion of the VIX term structure (4M contract is…

The long-term yield curve (30Y less 10Y) has impressive and impeccable track record …

Energy Investment grade CDS is the best performing sector YTD, nearly best high-yiel…

Update on "Stocks are the “new” bonds" strategy.