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
Further Equity rally likely despite a lack of broad-based strength
The rally which started Monday likely should carry SPX back to 5400. A five-wave advance higher represented the first real positive structural effort off the lows, and both US Dollar and Treasury yields look close to turning back...
Mark L. Newton, CMT
Head of Technical StrategyBlinken to China, Ukraine votes implications
Last week the Congress demonstrated that it isn’t always dysfunctional when it passed the military supplemental aid package for Ukraine, Israel, and Taiwan. For good measure, Congress also threw in the mandate that TikTok get a new owner...
L. Thomas Block
Washington Policy StrategistTechnology looks to be turning higher, despite higher rates
The rally which started Monday likely should carry SPX back to 5400. A five-wave advance higher represented the first real positive structural effort off the lows, and both US Dollar and Treasury yields look close to turning back...
Mark L. Newton, CMT
Head of Technical StrategyTwo steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still wary that inflation might be accelerating. We get a better answer with April...
Thomas Lee
Head of Research
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
Thu, May 9 2:00 ET
Zeta: The AI-Powered Marketing Cloud Making Sophisticated Marketing Simple
– Learn about the current marketing landscape, where fragmented tools, processes, and poorly integrated customer data hinder the creation of compelling marketing campaigns – Gain insight into how Zeta leverages a proprietary data cloud with a powerful generative AI engine to revolutionize what a marketing platform can do -Discover how AI is poised to disrupt the traditional marketing landscape from leaders in the technology and marketing space
Thomas J. Lee, CFA
Head of Research
David Steinberg
Co-Founder, Chairman & CEO Zeta Global
Chris Greiner
Wed, Apr 17 2:00 ET
Tom Lee’s Granny Shots Stock List & Market Update – April 2024
We will provide the monthly update to our Super Granny Shots, as Tom Lee once again provides 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 and members shortly afterwards. Stock List / Stock Reference: Super Granny Shots / Super Grannies Sleeper Granny Shots / Sleeper Grannies SMID Granny Shots / SMID Grannies Super SMID Granny Shots / Super SMID Grannies
Thomas J. Lee, CFA
Head of Research
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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