• fundstrat market research
  • fundstrat thomas lee

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 are adding 5 stocks (revised list is 26 stocks) to our “Stocks are the new bond…


We continue to favor CRAP, FANG, 5-yr laggards and identify 7 attractive Energy stoc…

Important upcoming dates (policy speech, Debt Ceiling moratorium and existing Contin…

FANG is 8th largest sector. 21 “alternative FANG” stocks

More reports are available in the Research Library.


Both tax reform and infrastructure should not be fatally hurt by the failure of the …

The long-term equity backdrop remains bullish, but a correction is underway...

The big issues are the Debt Ceiling, the Supreme Court nomination and the repeal and…

Trump Administration works on building strong speech (speech more Presidential in to…


More reports are available in the Research Library.



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

In 2017, consensus ideas (most liked) are outperforming stocks “least liked” by …

Whenever “animal spirits” surge (Consumer confidence and NFIB at top decile read…






We are adding 5 stocks (revised list is 26 stocks) to our “Stocks are the new bond…


We continue to favor CRAP, FANG, 5-yr laggards and identify 7 attractive Energy stoc…

Important upcoming dates (policy speech, Debt Ceiling moratorium and existing Contin…

FANG is 8th largest sector. 21 “alternative FANG” stocks

More reports are available in the Research Library.


Both tax reform and infrastructure should not be fatally hurt by the failure of the …

The long-term equity backdrop remains bullish, but a correction is underway...

The big issues are the Debt Ceiling, the Supreme Court nomination and the repeal and…

Trump Administration works on building strong speech (speech more Presidential in to…


More reports are available in the Research Library.


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

In 2017, consensus ideas (most liked) are outperforming stocks “least liked” by …

Whenever “animal spirits” surge (Consumer confidence and NFIB at top decile read…