Over 80% of all managed assets worldwide read our research

A top-tier research boutique, Fundstrat delivers strategic market insights rooted in objective, evidence-based analysis. With a collective Wall Street experience spanning over a century, our team brings clarity and confidence to every market assessment.

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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

Biotechnology breaks out, while Semiconductor stocks near support

S&P and QQQ have now sold off for three straight days, while the Equal-weighted S&P 500 and DJIA have rallied for five straight days.   Thus, it remains an unusual market, but ultimately it has fared better than what...

ALNY
IBB
RSP
SMH
XBI
XLV
June 24, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

VIDEO FLASH: Case-Shiller April price data (Tue 9am ET) likely to confirm home prices YoY set to roll over.  Also, Bitcoin selloff from Mt Gox only temporary

VIDEO: The year ago Case-Shiller home prices were rising ~0.80% MoM April thru Sept, and the pace in 2024 is more like +0.30% MoM.  This means home prices YoY are set to rollover hard = affirming future shelter...

June 24, 2024
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Thomas Lee
Head of Research

Politics and Court take center stage

This coming week will see the first debate of the 2024 Presidential cycle between the two major party candidates as Democrat President Joe Biden, and former Republican President Donald Trump meet in a debate to be broadcast on...

June 24, 2024
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L. Thomas Block
Washington Policy Strategist

As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July

VIDEO: As we enter final week of June, the global economy's fundamentals strengthened this month, while inflation weakened = stocks up for the right reasons (duration: 3:07).

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June 23, 2024
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Thomas Lee
Head of Research
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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.

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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.

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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.

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Latest Webinars

Thu, Jul 18 7:00 ET

Hyperion Decimus: A Sophisticated and Risk-Managed Way of Investing in Liquid Digital Assets - May 2024

In-depth Market Commentary – Learn about what’s driving asset prices in an engaging dialogue between market experts. Explore Hyperion’s YTD Performance – Understand how Hyperion Decimus thrives on volatility, utilizing algorithmic trading to find market asymmetries and execute its strategy matrix. New Acheilus Fund – In addition to Hyperion’s flagship Libertas Fund, learn about Hyperion’s new Acheilus Fund, a joint venture with CoinDesk offering investors a liquid systematic strategy leveraging proprietary trending, alpha, and macroeconomic signals.

Tom Lee
Sean Farrell

Head of Digital Asset Strategy

Tom Lee
Chris Sullivan

Co-Founder & Co-Portfolio Manager, Hyperion Decimus

Wed, Jul 17 12:00 ET

Granny Shots Stock List & Market Update - June 2024

We will provide the monthly update to our Super Granny Shots, as Tom Lee once again provides a comprehensive deep dive into the names we like the most in today’s market landscape. Can’t make it? We have you covered – as usual, a replay will be provided to clients and members shortly afterwards.

Tom Lee
Thomas Lee

Head of Research

Tom Lee
Mark L. Newton, CMT

Head of Technical 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.

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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 Data

Upon 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.

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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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