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
Treasury yields look to be on the verge of a big spike this year
Near-term US Equity trends are positive but nearing overbought levels as SPX, IWM, and QQQ wrestle with new all-time highs while DJIA remains a laggard. My analysis suggests that the lows in March should not be revisited on...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: 4 reasons we believe retail investors missed the low and are sidelined as markets make an all-time high
VIDEO: We detail the 4 reasons retail investors missed the low and likely are sidelined even as the S&P 500 reached an all-time high in just 11 days. These are arguments we have highlighted for the past few...
Thomas Lee, CFA AC
Head of ResearchMinor breakouts in Financials, Discretionary encouraging as SPX nears all-time highs
SPX and QQQ look to have made important lows in late March and now are nearing All-time highs, which might offer some temporary resistance after such a sharp rally in the last two weeks. Technology’s breakout has been...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: While a permanent ceasefire was not reached, incremental progress positive. U Mich survey results continue to puzzle us
VIDEO: U Mich current conditions survey shows the lowest reading in history. Yet the responses by Republicans and Democratic voters are in the same ranges as seen in the past year. So we are puzzled how this could...
Thomas Lee, CFA AC
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, Apr 23 11:00 ET
Macro Update & Top Ideas - April 2026
Join us on Thursday April 23 at 11am ET for a live webinar and interactive Q&A with Fundstrat’s Head of Research, Tom Lee, and Head of Technical Strategy, Mark Newton. The session begins with a macro market update, followed by this month’s Top Ideas, where Tom and Mark deliver a focused deep dive into the opportunities they find most compelling in today’s market environment. In this webinar, you will: -Synthesize Tom and Mark’s near-daily commentary into a clear market framework -Discuss this month’s top 5 large-cap and top 5 SMID-cap stock ideas -Engage directly with Tom and Mark during a live client Q&A Can’t attend live? A full replay will be made available to members shortly after the event.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
Tue, Apr 28 2:00 ET
Crypto Market Update Webinar - April 2026
Join us on Tuesday, April 28 at 2pm ET for a comprehensive crypto webinar with Mark Newton (Fundstrat Head of Technical Strategy) and Sean Farrell (Fundstrat Head of Digital Assets Strategy), blending technical and fundamental insights across major digital assets. We’ll break down key price levels, on-chain trends, and upcoming catalysts shaping the next phase of the market, offering clear, data-driven insight into where the sector may be headed next and where new opportunities may emerge. Can’t make it? We’ve got you covered. As always, a replay will be available to clients shortly after the live event concludes.
Mark L. Newton, CMT
Head of Technical Strategy
Sean Farrell
Head of Digital Asset 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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150 East 52nd St, 3rd Floor, New York, NY 10022