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): YE Sector strategy: Winners stay winners – True of 9 …
September 7, 2018
STRATEGY (Lee): YE Sector strategy: Winners s…
September 7, 2018
STRATEGY (Lee): At key juncture for Value, contrarian signals of inflection…
August 29, 2018
STRATEGY (Lee): At key juncture for Value, co…
August 29, 2018
We think Value is at a juncture where it will start gaining real traction.
STRATEGY (Lee): Betting on Cyclicals into YE, as EM weakness more due to US…
August 27, 2018
STRATEGY (Lee): Betting on Cyclicals into YE,…
August 27, 2018
We remain constructive into YE and believe investors will start buying US cyclicals (which are already outper…
STRATEGY (Lee): Turkey is “fowling” the outlook for 2019 – The de…
August 17, 2018
STRATEGY (Lee): Turkey is “fowling” the o…
August 17, 2018
We still expect markets to perform well into year-end and see the S&P 500 reaching ~3,025 by year-end despite…
STRATEGY (Lee): Financials set to reap the surge in “prime leverage age…
August 10, 2018
STRATEGY (Lee): Financials set to reap the su…
August 10, 2018
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.

Technical

TECHNICALS (Sluymer): USD pullback remains supportive of further secto…
September 18, 2018
TECHNICALS (Sluymer): USD pullback remains su…
September 18, 2018
TECHNICALS (Sluymer): Growth uptrend intact to Value BUT Industrial pa…
September 11, 2018
TECHNICALS (Sluymer): Growth uptrend intact t…
September 11, 2018
US equity markets remain in uptrends with short-term pullbacks testing first support…
TECHNICALS (Sluymer): Tech/Growth leadership intact – Internatio…
September 4, 2018
TECHNICALS (Sluymer): Tech/Growth leadership …
September 4, 2018
US equity uptrends intact, short-term data becoming overbought on light volume
TECHNICALS (Sluymer): Russell 2000 break-out pending – Cyclicals…
August 21, 2018
TECHNICALS (Sluymer): Russell 2000 break-out …
August 21, 2018
After a 2-month consolidation, the Russell 2000 is poised to break-out - Weekly mome…
TECHNICALS (Sluymer): Weekly momentum turns negative for US equity mar…
August 14, 2018
TECHNICALS (Sluymer): Weekly momentum turns n…
August 14, 2018
Weekly momentum turns negative heading into a seasonally weak period

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
September 20, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 20, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 6…
September 12, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 12, 2018
The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…
QUANT (Doctor): Excel Model 08/31/18 (Aug) Portfolio
September 7, 2018
QUANT (Doctor): Excel Model 08/31/18 (Aug) Po…
September 7, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
QUANT (Doctor): Doctor Quant Model – Out of Energy, into Discretionary &#…
September 7, 2018
QUANT (Doctor): Doctor Quant Model – Out of…
September 7, 2018
Looking ahead, DQM is adding Technology exposure and cutting Energy exposure
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 14…
September 5, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 5, 2018

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO TECHNICALS (Sluymer): Backdrop remains weak BUT noteworthy…
September 19, 2018
CRYPTO TECHNICALS (Sluymer): Backdrop remains…
September 19, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
September 17, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
September 17, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 3.8%, compared with a 1…
CRYPTO QUANT (Doctor): Mining Breakevens: BTC, BCH across rigs…
September 13, 2018
CRYPTO QUANT (Doctor): Mining Breakevens: BTC…
September 13, 2018
CRYPTO TECHNICALS (Sluymer): 6100 important for BTC, Alt bounces …
September 12, 2018
CRYPTO TECHNICALS (Sluymer): 6100 important f…
September 12, 2018
The cryptocurrency technical backdrop remains weak following last week’s collapse …
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
September 10, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
September 10, 2018
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.

Policy

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…
POLICY (T. Block): Tom Block’s Takeaways: Control of the Senate, Republic…
August 13, 2018
POLICY (T. Block): Tom Block’s Takeaways: C…
August 13, 2018
Republicans are only defending one seat in a state that Clinton won, but polls show …
POLICY (T. Block): Tom Block’s Takeaways: A Blue Wave indicator, Budget D…
August 6, 2018
POLICY (T. Block): Tom Block’s Takeaways: A…
August 6, 2018
Polls show the race a tie, a Democratic win would be a strong indication that a blue…
POLICY (T. Block): Tom Block’s Takeaways: Summer lull before trade, gover…
July 30, 2018
POLICY (T. Block): Tom Block’s Takeaways: S…
July 30, 2018
Trade debate appears to have taken a more positive turn with agreement to talk rathe…

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): YE Sector strategy: Winners stay winners – True of 9 …
September 7, 2018
STRATEGY (Lee): YE Sector strategy: Winners s…
September 7, 2018
STRATEGY (Lee): At key juncture for Value, contrarian signals of inflection…
August 29, 2018
STRATEGY (Lee): At key juncture for Value, co…
August 29, 2018
We think Value is at a juncture where it will start gaining real traction.
STRATEGY (Lee): Betting on Cyclicals into YE, as EM weakness more due to US…
August 27, 2018
STRATEGY (Lee): Betting on Cyclicals into YE,…
August 27, 2018
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.

Technical

TECHNICALS (Sluymer): USD pullback remains supportive of further secto…
September 18, 2018
TECHNICALS (Sluymer): USD pullback remains su…
September 18, 2018
TECHNICALS (Sluymer): Growth uptrend intact to Value BUT Industrial pa…
September 11, 2018
TECHNICALS (Sluymer): Growth uptrend intact t…
September 11, 2018
US equity markets remain in uptrends with short-term pullbacks testing first support…
TECHNICALS (Sluymer): Tech/Growth leadership intact – Internatio…
September 4, 2018
TECHNICALS (Sluymer): Tech/Growth leadership …
September 4, 2018
US equity uptrends intact, short-term data becoming overbought on light volume

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
September 20, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 20, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 6…
September 12, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 12, 2018
The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…
QUANT (Doctor): Excel Model 08/31/18 (Aug) Portfolio
September 7, 2018
QUANT (Doctor): Excel Model 08/31/18 (Aug) Po…
September 7, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio

More reports are available in the Research Library.

Cryptocurrency FX

Policy

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…
POLICY (T. Block): Tom Block’s Takeaways: Control of the Senate, Republic…
August 13, 2018
POLICY (T. Block): Tom Block’s Takeaways: C…
August 13, 2018
Republicans are only defending one seat in a state that Clinton won, but polls show …

More reports are available in the Research Library.

Portfolio Strategy

STRATEGY (Lee): YE Sector strategy: Winners stay winners – True of 9 …
September 7, 2018
STRATEGY (Lee): YE Sector strategy: Winners s…
September 7, 2018
STRATEGY (Lee): At key juncture for Value, contrarian signals of inflection…
August 29, 2018
STRATEGY (Lee): At key juncture for Value, co…
August 29, 2018
We think Value is at a juncture where it will start gaining real traction.
STRATEGY (Lee): Betting on Cyclicals into YE, as EM weakness more due to US…
August 27, 2018
STRATEGY (Lee): Betting on Cyclicals into YE,…
August 27, 2018
We remain constructive into YE and believe investors will start buying US cyclicals (which are already outper…
STRATEGY (Lee): Turkey is “fowling” the outlook for 2019 – The de…
August 17, 2018
STRATEGY (Lee): Turkey is “fowling” the o…
August 17, 2018
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.

Technical

TECHNICALS (Sluymer): USD pullback remains supportive of further secto…
September 18, 2018
TECHNICALS (Sluymer): USD pullback remains su…
September 18, 2018
TECHNICALS (Sluymer): Growth uptrend intact to Value BUT Industrial pa…
September 11, 2018
TECHNICALS (Sluymer): Growth uptrend intact t…
September 11, 2018
US equity markets remain in uptrends with short-term pullbacks testing first support…
TECHNICALS (Sluymer): Tech/Growth leadership intact – Internatio…
September 4, 2018
TECHNICALS (Sluymer): Tech/Growth leadership …
September 4, 2018
US equity uptrends intact, short-term data becoming overbought on light volume
TECHNICALS (Sluymer): Russell 2000 break-out pending – Cyclicals…
August 21, 2018
TECHNICALS (Sluymer): Russell 2000 break-out …
August 21, 2018
After a 2-month consolidation, the Russell 2000 is poised to break-out - Weekly mome…

More reports are available in the Research Library.

Quantamental

FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 12…
September 20, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 20, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical Matrix – Highlighting 6…
September 12, 2018
FS QU/TE (Doctor/Sluymer): Quant / Technical …
September 12, 2018
The QuTe selection generates a weekly list of high conviction Buy and Short ideas, b…
QUANT (Doctor): Excel Model 08/31/18 (Aug) Portfolio
September 7, 2018
QUANT (Doctor): Excel Model 08/31/18 (Aug) Po…
September 7, 2018
Macro-Enabled Spreadsheets for DQM July Portfolio
QUANT (Doctor): Doctor Quant Model – Out of Energy, into Discretionary &#…
September 7, 2018
QUANT (Doctor): Doctor Quant Model – Out of…
September 7, 2018
Looking ahead, DQM is adding Technology exposure and cutting Energy exposure

More reports are available in the Research Library.

Cryptocurrency FX

CRYPTO TECHNICALS (Sluymer): Backdrop remains weak BUT noteworthy…
September 19, 2018
CRYPTO TECHNICALS (Sluymer): Backdrop remains…
September 19, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Indices Weekly Performa…
September 17, 2018
CRYPTO (Xuan): Fundstrat Benchmark Crypto Ind…
September 17, 2018
Over the past 7 days, the FS CryptoFX Agg Index increased by 3.8%, compared with a 1…
CRYPTO QUANT (Doctor): Mining Breakevens: BTC, BCH across rigs…
September 13, 2018
CRYPTO QUANT (Doctor): Mining Breakevens: BTC…
September 13, 2018
CRYPTO TECHNICALS (Sluymer): 6100 important for BTC, Alt bounces …
September 12, 2018
CRYPTO TECHNICALS (Sluymer): 6100 important f…
September 12, 2018
The cryptocurrency technical backdrop remains weak following last week’s collapse …

More reports are available in the Research Library.

Policy

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…
POLICY (T. Block): Tom Block’s Takeaways: Control of the Senate, Republic…
August 13, 2018
POLICY (T. Block): Tom Block’s Takeaways: C…
August 13, 2018
Republicans are only defending one seat in a state that Clinton won, but polls show …
POLICY (T. Block): Tom Block’s Takeaways: A Blue Wave indicator, Budget D…
August 6, 2018
POLICY (T. Block): Tom Block’s Takeaways: A…
August 6, 2018
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.