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.


Download our Brochure


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.


Download our Brochure





We think Value is at a juncture where it will start gaining real traction.

We remain constructive into YE and believe investors will start buying US cyclicals (which are already outper…

We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…

The gains seen in Financials since 2012 have been less about leverage growth of US households (leverage is do…

More reports are available in the Research Library.



US equity markets remain in uptrends with short-term pullbacks testing first support…

US equity uptrends intact, short-term data becoming overbought on light volume

After a 2-month consolidation, the Russell 2000 is poised to break-out - Weekly mome…

Weekly momentum turns negative heading into a seasonally weak period

More reports are available in the Research Library.



The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

Macro-Enabled Spreadsheets for DQM July Portfolio

Looking ahead, DQM is adding Technology exposure and cutting Energy exposure

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 3.8%, compared with a 1…

The cryptocurrency technical backdrop remains weak following last week’s collapse …

Over the past 7 days, the FS CryptoFX Agg Index decreased by 18.0%, compared with a …

More reports are available in the Research Library.



With October 1 government-funding deadline approaching, pressure mounts for Congress…

Republicans are only defending one seat in a state that Clinton won, but polls show …

Polls show the race a tie, a Democratic win would be a strong indication that a blue…

Trade debate appears to have taken a more positive turn with agreement to talk rathe…

More reports are available in the Research Library.




We think Value is at a juncture where it will start gaining real traction.

We remain constructive into YE and believe investors will start buying US cyclicals (which are already outper…

More reports are available in the Research Library.



US equity markets remain in uptrends with short-term pullbacks testing first support…

US equity uptrends intact, short-term data becoming overbought on light volume

More reports are available in the Research Library.




The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

Macro-Enabled Spreadsheets for DQM July Portfolio

More reports are available in the Research Library.




With October 1 government-funding deadline approaching, pressure mounts for Congress…

Republicans are only defending one seat in a state that Clinton won, but polls show …

More reports are available in the Research Library.





We think Value is at a juncture where it will start gaining real traction.

We remain constructive into YE and believe investors will start buying US cyclicals (which are already outper…

We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…

More reports are available in the Research Library.



US equity markets remain in uptrends with short-term pullbacks testing first support…

US equity uptrends intact, short-term data becoming overbought on light volume

After a 2-month consolidation, the Russell 2000 is poised to break-out - Weekly mome…

More reports are available in the Research Library.



The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…

Macro-Enabled Spreadsheets for DQM July Portfolio

Looking ahead, DQM is adding Technology exposure and cutting Energy exposure

More reports are available in the Research Library.



Over the past 7 days, the FS CryptoFX Agg Index increased by 3.8%, compared with a 1…

The cryptocurrency technical backdrop remains weak following last week’s collapse …

More reports are available in the Research Library.



With October 1 government-funding deadline approaching, pressure mounts for Congress…

Republicans are only defending one seat in a state that Clinton won, but polls show …

Polls show the race a tie, a Democratic win would be a strong indication that a blue…

More reports are available in the Research Library.