Fundstrat Global Advisors
Fundstrat Global Advisors is a leading independent equity research and market strategy firm known for blending top-down macroeconomic analysis with bottom-up fundamental research to deliver actionable investment insights. As a premier research boutique, Fundstrat serves a diverse global clientele, including institutional investors, wealth advisors, pension funds, family offices, and high-net-worth individuals. The firm provides innovative, unbiased intelligence and a data-driven perspective to help clients navigate complex financial markets with confidence. Backed by more than a century of combined Wall Street experience, Fundstrat’s team delivers emotion-free, evidence-based research that equips investors with a clear, strategic roadmap for making informed investment decisions.
Fundstrat Global Advisors delivers timely, data-driven insights on the U.S. equity markets, helping investors navigate market direction, sector trends, and identify high-conviction stock ideas.
The firm’s mission is to translate complex market data into practical, actionable investment strategies that empower clients to build effective portfolio roadmaps.
By continuously monitoring key economic indicators and market-moving events, Fundstrat provides concise, easy-to-digest daily research designed to keep investors ahead of the curve.
FUNDSTRAT SERVICES
Comprehensive Research – Fundstrat’s five-pillar research strategy—Macro, Technical, Portfolio, Quantamental, and Digital Assets—delivers well-rounded insights tailored to institutional investors, wealth advisors, and active market participants.
Real-Time Market Updates – Through timely dispatches and analysis, Fundstrat helps clients decode market developments, understand sector rotations, and react strategically.
Media & Webinars – The firm hosts exclusive webinars and media sessions with industry leaders and visionary forecasters, offering clients a unique informational edge.
Client Calls & Q&As – Interactive sessions provide in-depth discussions of the firm’s views and allow clients to align research insights with their investment goals.
Sector Analysis – Fundstrat’s proprietary sector model integrates macro strategies, ETF trends, and technical analysis to identify emerging opportunities.
Actionable Investment Ideas – Grounded in real-time market dynamics and long-term themes, Fundstrat’s recommendations provide a strategic edge for portfolio construction and alpha generation.