Who They Are
Founded by Tom Lee, a Wall Street veteran with over 25 years of experience, Fundstrat is a team of dedicated professionals committed to delivering high-quality research and analysis. The firm comprises a diverse group of experts, including strategists, analysts, and researchers, all of whom work together to provide clients with the information they need to make informed investment decisions.
What They Do
Fundstrat provides clients with market strategy and sector research, offering various services and products to cater to each investor’s unique needs. These include:
Macro research: Analyzing the broader economic landscape to identify trends and opportunities.
Sector research: Providing in-depth analysis of specific sectors and industries to help clients understand the factors driving performance.
Quantitative research: Utilizing advanced statistical techniques and alternative data sources to uncover hidden patterns and relationships in the market.
Some of the key research offerings from Fundstrat include:
Market breadth analysis: Examining the performance of various market sectors to identify potential opportunities and risks.
Technical outlooks: Providing detailed technical analysis of major market indices, such as the S&P 500 and NASDAQ, to help clients identify potential entry and exit points.
Wall Street Whispers: Offering insights into the latest market rumors and developments and analysis of potential headwinds and tailwinds for the market.
Quantitative stock ratings: Utilizing a proprietary rating system to identify top-performing stocks based on a variety of factors, including earnings growth, valuation, and sentiment.
How They Help Investors
Fundstrat’s research and analysis are designed to help investors make better-informed decisions by providing them with actionable insights and recommendations. By combining their expertise in market strategy and sector research with a deep understanding of the factors driving market performance, Fundstrat can offer clients a unique perspective on the market, helping them to identify opportunities and manage risk more effectively.
Founder: Tom Lee
Tom Lee is the founder and managing partner of Fundstrat Global Advisors. With over 25 years of experience in the financial industry, Lee has built a reputation as a leading market strategist and is frequently sought after for his insights and expertise. Prior to founding Fundstrat, Lee served as the Chief Equity Strategist at J.P. Morgan, where he was responsible for the firm’s equity research and strategy.
Lee is a CFA charter holder and holds a B.S. in Engineering from the Wharton School at the University of Pennsylvania. He is a frequent guest on financial news outlets such as CNBC and Bloomberg, and his research has been widely cited in the financial media.
In conclusion, Fundstrat Global Advisors is a valuable resource for investors seeking market strategy and sector research. With a dedicated team of professionals led by founder Tom Lee, the firm provides clients with the insights and recommendations they need to navigate the complex investing world.