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

Fundstrat In The News

See more in Latest News

See more in Latest News

Portfolio Strategy

STRATEGY (Lee): Guide to Midterms: Post midterm rallies depend on House
October 19, 2018
STRATEGY (Lee): Guide to Midterms: Post midte…
October 19, 2018
While a House majority switch suggests markets returns could disappoint in 2019, we do not see this as pointi…
FS 3 Points TV: Why we are buying this 7% pullback, which feels more like r…
October 15, 2018
FS 3 Points TV: Why we are buying this 7% pul…
October 15, 2018
We are buying this pullback, as we think it's more of a “rate tantrum”/”position square” move in resp…
STRATEGY (Lee): This correction may be more regime shift than “late cycle…
October 12, 2018
STRATEGY (Lee): This correction may be more r…
October 12, 2018
We believe the strong seasonals will be dominant in 2018, meaning stocks will rise, both from earnings season…
FS 3 Points TV: 3 takeaways from recent meetings with institutional investo…
October 10, 2018
FS 3 Points TV: 3 takeaways from recent meeti…
October 10, 2018
We discuss how 2018 is proving to be a challenging year for active managers, particularly because of narrow m…
STRATEGY (Lee): Feedback from Boston institutional investors
October 5, 2018
STRATEGY (Lee): Feedback from Boston institut…
October 5, 2018
We recently spent a few days in Boston, meeting with institutional investors - the overall mood of these inve…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): A longer-term perspective of market cycles as sh…
October 16, 2018
TECHNICALS (Sluymer): A longer-term perspecti…
October 16, 2018
US equities are prematurely peaking from the historical pattern of the prior 4-year …
TECHNICALS (Sluymer): Equity rebound pending as equity indices test su…
October 10, 2018
TECHNICALS (Sluymer): Equity rebound pending …
October 10, 2018
US equity markets are becoming oversold and due for rebound as the S&P tests first s…
TECHNICALS (Sluymer): Pullback likely to be short-lived – Growth lea…
October 2, 2018
TECHNICALS (Sluymer): Pullback likely to be s…
October 2, 2018
Short-term pullback likely to be short-lived in earnings US equity market uptrends …
TECHNICALS (Sluymer): Participation broadening with Growth leading and…
September 25, 2018
TECHNICALS (Sluymer): Participation broadenin…
September 25, 2018
In the near-term, we expect pullbacks to be relatively shallow and short lived with …
TECHNICALS (Sluymer): USD pullback remains supportive of further secto…
September 18, 2018
TECHNICALS (Sluymer): USD pullback remains su…
September 18, 2018

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 10…
October 17, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 17, 2018
New this week: Buy Ideas - AET, AXP, EOG, HD, HON, ITW, JNJ, LYB, UPS, WAT; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 8 …
October 10, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 10, 2018
New this week: Buy Ideas - ACN, AZO, DIS, EXR, INTU, LLY, PNC, TJX; Short Ideas - AA…
QUANT (Doctor): Doctor Quant Model – Solid September results – Addi…
October 8, 2018
QUANT (Doctor): Doctor Quant Model – Solid …
October 8, 2018
The Doctor Quant Model 8/31 long portfolio outperformed the S&P 500 Equal Weighted (…
QUANT (Doctor): Excel Model 09/30/18 (Sep) Portfolio
October 8, 2018
QUANT (Doctor): Excel Model 09/30/18 (Sep) Po…
October 8, 2018
Macro-Enabled Spreadsheets for DQM Sep Portfolio
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 13…
October 3, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 3, 2018
Long and short ideas by combining best ideas of both our Quant DQM Model + Technical…

More reports are available in the Research Library.

Cryptocurrency FX

Crypto 3 Points TV: Bitcoin 200D is flattening and could see posi…
October 19, 2018
Crypto 3 Points TV: Bitcoin 200D is flattenin…
October 19, 2018
We quantify the performance of BTC when it is above and below its 200D and note that…
CRYPTO TECHNICALS (Sluymer): Stay Tuned – Technicals suggest vo…
October 17, 2018
CRYPTO TECHNICALS (Sluymer): Stay Tuned – T…
October 17, 2018
The majority of cryptocurrencies have remained in narrow consolidations for weeks BU…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
October 15, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
October 15, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 8.5%, compared with a 4…
CRYPTO (Lee): Ode to 200D for BTC… Converges by January 2019 …
October 11, 2018
CRYPTO (Lee): Ode to 200D for BTC… Converge…
October 11, 2018
Global markets are suffering from a risk-off/deleveraging cycle, which as we note in…
CRYPTO TECHNICALS (Sluymer): Range bound BUT with more signs silv…
October 10, 2018
CRYPTO TECHNICALS (Sluymer): Range bound BUT …
October 10, 2018
Despite the lack of absolute price movement over the past few weeks, a few more enco…

More reports are available in the Research Library.

Policy

POLICY (T. Block): Tom Block’s Takeaways: Midterms – Three weeks to…
October 15, 2018
POLICY (T. Block): Tom Block’s Takeaways: M…
October 15, 2018
Midterm election is three weeks away. My projections: Republicans have net gain of o…
POLICY (T. Block): Tom Block’s Takeaways: NAFTA and Budget help Trump win…
October 1, 2018
POLICY (T. Block): Tom Block’s Takeaways: N…
October 1, 2018
Government shutdown deadline postponed until after midterms, December 7, 2018. Trump…
POLICY (T. Block): Government shutdown looms and trade policy remains uncer…
September 24, 2018
POLICY (T. Block): Government shutdown looms …
September 24, 2018
Government shutdown looms as House this week must pass large spending bill with defe…
POLICY (T. Block): Tom Block’s Takeaways: Midterms election, China trade,…
September 17, 2018
POLICY (T. Block): Tom Block’s Takeaways: M…
September 17, 2018
POLICY (T. Block): Tom Block’s Takeaways: Government Shutdown and Trade C…
September 10, 2018
POLICY (T. Block): Tom Block’s Takeaways: G…
September 10, 2018
With October 1 government-funding deadline approaching, pressure mounts for Congress…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): Guide to Midterms: Post midterm rallies depend on House
October 19, 2018
STRATEGY (Lee): Guide to Midterms: Post midte…
October 19, 2018
While a House majority switch suggests markets returns could disappoint in 2019, we do not see this as pointi…
FS 3 Points TV: Why we are buying this 7% pullback, which feels more like r…
October 15, 2018
FS 3 Points TV: Why we are buying this 7% pul…
October 15, 2018
We are buying this pullback, as we think it's more of a “rate tantrum”/”position square” move in resp…
STRATEGY (Lee): This correction may be more regime shift than “late cycle…
October 12, 2018
STRATEGY (Lee): This correction may be more r…
October 12, 2018
We believe the strong seasonals will be dominant in 2018, meaning stocks will rise, both from earnings season…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): A longer-term perspective of market cycles as sh…
October 16, 2018
TECHNICALS (Sluymer): A longer-term perspecti…
October 16, 2018
US equities are prematurely peaking from the historical pattern of the prior 4-year …
TECHNICALS (Sluymer): Equity rebound pending as equity indices test su…
October 10, 2018
TECHNICALS (Sluymer): Equity rebound pending …
October 10, 2018
US equity markets are becoming oversold and due for rebound as the S&P tests first s…
TECHNICALS (Sluymer): Pullback likely to be short-lived – Growth lea…
October 2, 2018
TECHNICALS (Sluymer): Pullback likely to be s…
October 2, 2018
Short-term pullback likely to be short-lived in earnings US equity market uptrends …

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 10…
October 17, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 17, 2018
New this week: Buy Ideas - AET, AXP, EOG, HD, HON, ITW, JNJ, LYB, UPS, WAT; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 8 …
October 10, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 10, 2018
New this week: Buy Ideas - ACN, AZO, DIS, EXR, INTU, LLY, PNC, TJX; Short Ideas - AA…
QUANT (Doctor): Doctor Quant Model – Solid September results – Addi…
October 8, 2018
QUANT (Doctor): Doctor Quant Model – Solid …
October 8, 2018
The Doctor Quant Model 8/31 long portfolio outperformed the S&P 500 Equal Weighted (…

More reports are available in the Research Library.

Cryptocurrency FX

Crypto 3 Points TV: Bitcoin 200D is flattening and could see posi…
October 19, 2018
Crypto 3 Points TV: Bitcoin 200D is flattenin…
October 19, 2018
We quantify the performance of BTC when it is above and below its 200D and note that…
CRYPTO TECHNICALS (Sluymer): Stay Tuned – Technicals suggest vo…
October 17, 2018
CRYPTO TECHNICALS (Sluymer): Stay Tuned – T…
October 17, 2018
The majority of cryptocurrencies have remained in narrow consolidations for weeks BU…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
October 15, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
October 15, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 8.5%, compared with a 4…

More reports are available in the Research Library.

Policy

POLICY (T. Block): Tom Block’s Takeaways: Midterms – Three weeks to…
October 15, 2018
POLICY (T. Block): Tom Block’s Takeaways: M…
October 15, 2018
Midterm election is three weeks away. My projections: Republicans have net gain of o…
POLICY (T. Block): Tom Block’s Takeaways: NAFTA and Budget help Trump win…
October 1, 2018
POLICY (T. Block): Tom Block’s Takeaways: N…
October 1, 2018
Government shutdown deadline postponed until after midterms, December 7, 2018. Trump…
POLICY (T. Block): Government shutdown looms and trade policy remains uncer…
September 24, 2018
POLICY (T. Block): Government shutdown looms …
September 24, 2018
Government shutdown looms as House this week must pass large spending bill with defe…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): Guide to Midterms: Post midterm rallies depend on House
October 19, 2018
STRATEGY (Lee): Guide to Midterms: Post midte…
October 19, 2018
While a House majority switch suggests markets returns could disappoint in 2019, we do not see this as pointi…
FS 3 Points TV: Why we are buying this 7% pullback, which feels more like r…
October 15, 2018
FS 3 Points TV: Why we are buying this 7% pul…
October 15, 2018
We are buying this pullback, as we think it's more of a “rate tantrum”/”position square” move in resp…
STRATEGY (Lee): This correction may be more regime shift than “late cycle…
October 12, 2018
STRATEGY (Lee): This correction may be more r…
October 12, 2018
We believe the strong seasonals will be dominant in 2018, meaning stocks will rise, both from earnings season…
FS 3 Points TV: 3 takeaways from recent meetings with institutional investo…
October 10, 2018
FS 3 Points TV: 3 takeaways from recent meeti…
October 10, 2018
We discuss how 2018 is proving to be a challenging year for active managers, particularly because of narrow m…

More reports are available in the Research Library.

Technical

TECHNICALS (Sluymer): A longer-term perspective of market cycles as sh…
October 16, 2018
TECHNICALS (Sluymer): A longer-term perspecti…
October 16, 2018
US equities are prematurely peaking from the historical pattern of the prior 4-year …
TECHNICALS (Sluymer): Equity rebound pending as equity indices test su…
October 10, 2018
TECHNICALS (Sluymer): Equity rebound pending …
October 10, 2018
US equity markets are becoming oversold and due for rebound as the S&P tests first s…
TECHNICALS (Sluymer): Pullback likely to be short-lived – Growth lea…
October 2, 2018
TECHNICALS (Sluymer): Pullback likely to be s…
October 2, 2018
Short-term pullback likely to be short-lived in earnings US equity market uptrends …
TECHNICALS (Sluymer): Participation broadening with Growth leading and…
September 25, 2018
TECHNICALS (Sluymer): Participation broadenin…
September 25, 2018
In the near-term, we expect pullbacks to be relatively shallow and short lived with …

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 10…
October 17, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 17, 2018
New this week: Buy Ideas - AET, AXP, EOG, HD, HON, ITW, JNJ, LYB, UPS, WAT; Short Id…
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 8 …
October 10, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
October 10, 2018
New this week: Buy Ideas - ACN, AZO, DIS, EXR, INTU, LLY, PNC, TJX; Short Ideas - AA…
QUANT (Doctor): Doctor Quant Model – Solid September results – Addi…
October 8, 2018
QUANT (Doctor): Doctor Quant Model – Solid …
October 8, 2018
The Doctor Quant Model 8/31 long portfolio outperformed the S&P 500 Equal Weighted (…
QUANT (Doctor): Excel Model 09/30/18 (Sep) Portfolio
October 8, 2018
QUANT (Doctor): Excel Model 09/30/18 (Sep) Po…
October 8, 2018
Macro-Enabled Spreadsheets for DQM Sep Portfolio

More reports are available in the Research Library.

Cryptocurrency FX

Crypto 3 Points TV: Bitcoin 200D is flattening and could see posi…
October 19, 2018
Crypto 3 Points TV: Bitcoin 200D is flattenin…
October 19, 2018
We quantify the performance of BTC when it is above and below its 200D and note that…
CRYPTO TECHNICALS (Sluymer): Stay Tuned – Technicals suggest vo…
October 17, 2018
CRYPTO TECHNICALS (Sluymer): Stay Tuned – T…
October 17, 2018
The majority of cryptocurrencies have remained in narrow consolidations for weeks BU…
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
October 15, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
October 15, 2018
Over the past 7 days, the FS CryptoFX Agg Index decreased by 8.5%, compared with a 4…
CRYPTO (Lee): Ode to 200D for BTC… Converges by January 2019 …
October 11, 2018
CRYPTO (Lee): Ode to 200D for BTC… Converge…
October 11, 2018
Global markets are suffering from a risk-off/deleveraging cycle, which as we note in…

More reports are available in the Research Library.

Policy

POLICY (T. Block): Tom Block’s Takeaways: Midterms – Three weeks to…
October 15, 2018
POLICY (T. Block): Tom Block’s Takeaways: M…
October 15, 2018
Midterm election is three weeks away. My projections: Republicans have net gain of o…
POLICY (T. Block): Tom Block’s Takeaways: NAFTA and Budget help Trump win…
October 1, 2018
POLICY (T. Block): Tom Block’s Takeaways: N…
October 1, 2018
Government shutdown deadline postponed until after midterms, December 7, 2018. Trump…
POLICY (T. Block): Government shutdown looms and trade policy remains uncer…
September 24, 2018
POLICY (T. Block): Government shutdown looms …
September 24, 2018
Government shutdown looms as House this week must pass large spending bill with defe…
POLICY (T. Block): Tom Block’s Takeaways: Midterms election, China trade,…
September 17, 2018
POLICY (T. Block): Tom Block’s Takeaways: M…
September 17, 2018

More reports are available in the Research Library.