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
Broadening Leadership Behind the Rally & All Eyes on AAPL
Near-term US Equity trends remain quite constructive, with $SPX having pushed back above 7200 and a near-term target now of 7250-7300 in the days ahead. Today's broadening of leadership is encouraging technically and gives me confidence that this...
Mark L. Newton, CMT AC
Head of Technical StrategyAdding Software $IGV to top sector ideas along with $MAGS $IBIT $ETHA. If correct, private credit risks diminishing
The S&P 500 is up +0.6% so far this week, impressive considering the stalled progress on US-Iran talks and the fact that oil is up ~20% in the past week or so. To us, this is a reminder...
Thomas Lee, CFA AC
Head of ResearchTwo-Day Consolidation Looks Buyable into Tech Earnings; Mag 7 Should Drive SPX Above 7200
Near-term US Equity trends remain positive, and the minor two-day consolidation in $SPX looks like a buyable pullback into this week's heavy slate of Mag 7 earnings. Technically speaking, it's right to lean bullish here and use any...
Mark L. Newton, CMT AC
Head of Technical StrategyVIDEO FLASH: Oil surges today on threats of renewed strikes on Iran, but equities still manage to gain over the past week
VIDEO: Oil prices are now up +18% in the past week and the S&P 500 has still managed to gain ~+1% in that timeframe. But renewed threats of hostilities will put short-term pressure on stocks, tech and crypto...
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, May 28 11:00 ET
Macro Update & Top Ideas - May 2026
Join us on Thursday May 28 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
Thu, Apr 30 11:00 ET
Solana and the Future of Programmable Capital Markets
Join Sean Farrell, Head of Digital Asset Strategy at Fundstrat, and Lily Liu, President of the Solana Foundation, on Thursday, April 30, at 11am ET for an exclusive live webinar. In this webinar, Sean and Lily will discuss: -Solana’s role as a global settlement layer for programmable capital markets -How on-chain activity translates into SOL value, yield, and investor returns -Institutional adoption and the pipeline for tokenized financial assets -Competitive positioning, key risks, and forward-looking catalysts Can’t make it? We’ve got you covered. As always, a replay will be available to members shortly after the live event concludes.
Sean Farrell
Head of Digital Asset Strategy
Lily Liu
President of Solana Foundation
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