Evidence-Based Research
Strategic market insights derived from emotion-free, evidence-based research by a team with more than a century of Wall Street experience.
200+
Clients
25+
Countries
75+
Market outlooks
7500+
Media appearances
What Type of Client Are You?
Institutional Investor
- We research market dynamics to equip hedge funds and banks with actionable intelligence.
- Tailored research, co-branded reports, and conferences to align with your institution's unique strategy.
RIA & Wealth Management
- Concise insights and user-friendly dashboard for quick decision-making.
- Bespoke research and co-branding opportunities to elevate your RIA brand.
Individual Investor
- Timely insights, ensuring you're always aligned with market movements.
- Stock lists to guide investment choices and optimize portfolio performance.
Why Fundstrat?
We are an independent financial research boutique providing strategic market insights rooted in emotion-free, evidence-based research by a team with more than a century of Wall Street experience.
Work with us to benefit from our research daily via practical, actionable ideas to help you build an effective portfolio roadmap.
Get direct access to our analysts via client calls, monthly webinars, and special coverage of market moves.
Become our clientOur Research Leadership
Thomas J. Lee, CFA – Co-Founder, Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney.
L. Thomas Block – Washington Policy Strategist
L. Thomas Block is the Washington Policy Strategist at Fundstrat, and also President of Tom Block Consults, a public policy consulting firm. Prior to starting his firm, Tom had a 21-year career at JP Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product for the firm. For 17 years he served as the senior lobbyist responsible for managing political relationships with the US government, state and local governments, and the EU and its member states. He created the bank’s EU Government Relations program. Prior to joining JP Morgan Chase in 1987, Tom was a vice president at Irving Trust Company where he started the Government Relations program for one of the nation’s 20 largest banks.He has also worked on political campaigns both as a strategist and speechwriter.
Mark L. Newton, CMT – Head of Technical Strategy
As former managing member/owner of Newton Advisors LLC, Mark has more than 25 years of buy-side and sell-side experience in finance. Before Fundstrat, he worked with Diamondback Capital Management, and with Morgan Stanley in New York City as their technical strategist. Mark has traded equity options as a market maker/floor trader on the CBOE, and worked in risk management. He is a member of the Market Technicians Association, and former member of the CBOE, CBOT, and PHLX. Mark makes regular appearances on CNBC, FOX Business, and Bloomberg.
Sean Farrell – Head of Digital Asset Research
Sean Farrell is the Head of Digital Asset Strategy at Fundstrat Global Advisors. Prior to joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and also worked as an associate with Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.
Our Approach
Evidence-Based Financial Research
We monitor key market events and data and compress all this into an easy-to-read letter that will help you understand market moves.
- Macro Strategy: We monitor key market events and data to help your firm outperform the market.
- Technical Strategy: We provide in-depth analysis and context on the technical forces impacting markets.
- Portfolio & Quant Strategy: Our quantitative approach aids in risk management, portfolio optimization, and alpha generation.
- Digital Asset Strategy: We fuse insights from analyzing this emerging asset class with a diverse range of existing market experience to create actionable recommendations.
Thomas J. Lee, CFA
Co-Founder, Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Thomas J. Lee, CFA
Co-Founder, Head of Research
Ken Xuan, CFA
Head of Quant Strategy
Sean Farrell
Head of Digital Asset Strategy
Tom Block
U.S. Policy
Thomas J. Lee, Head of Research, publishes market updates 3 times a week, along with analysis of vital financial headlines. He also provides a daily video 5 times per week, one of our clients’ favorite products.
- Macro data
- Macro commentary
- Charts and media
- Macro trends and opportunities
- Real-time commentary
- Daily market update videos
Latest Research
Time to Favor Equal-weighted SPX over Cap-weighted
Near-term US Equity trends remain bullish but stretched, with $SPX having closed above 7,600 with a nine-day win streak of higher highs and higher lows, which has managed to defy gravity despite some breadth concerns over the past...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: Equity markets remain healthy, supported by strong economic data and earnings. Keeping an eye on SpaceX IPO
VIDEO: We discuss how we generally view the rise in stocks since late April as healthy. The May ISM manufacturing report and April JOLTS (today) are examples of positive surprise and strong data. We are keeping an eye...
Thomas Lee, CFA AC
Head of ResearchSoftware acceleration helpful to Tech but increasingly other sectors need to start working better
US Equity trends remain bullish, with $SPX continuing to push toward 7,600 and the rising trendline from the April lows intact. However, despite the mid-May lift in many Equal-weighted S&P sectors, it's not wrong to say that leadership...
Mark L. Newton, CMT AC
Head of Technical StrategyCongress Returns, Midterms in Focus, New Fed Chair
Congress returns this week after its two-week Memorial Day break. The House and Senate will have a month of work before they leave again for the July 4 holiday. This has always been a time for senators and...
L. Thomas Block
Washington Policy StrategistOur Services
We offer a comprehensive library of tools and reports designed to help our clients position themselves ahead of consensus.
Research
Tailored to the needs of institutions, RIAs, and individual investors, our research drives informed decision-making and optimal strategy alignment in a dynamic market landscape.
Market updates
We provide intraday market commentary, offering real-time insights into unfolding market events.
Media
From daily videos delving into macro and technical perspectives, to webinars featuring industry leaders and forward-looking forecasts, our media suite stands unparalleled in delivering vital market insights.
Q&A
From phone calls to face-to-face consultations, we consultant clients on portfolio assessments, the cultivation of innovative ideas and more.
Sector analysis
Leveraging macro strategies, ETF themes, and technical analysis, our proprietary sector model anticipates sector rotations and shifts, guiding you toward optimized portfolio performance.
Actionable ideas
Drawing on real-time market events and prevailing themes, we provide curated stock lists and actionable insights to generate alpha.
Contact Us
Email:
Call:
Visit:
150 East 52nd St, 3rd Floor, New York, NY 10022
