Entities

Fundstrat Global Advisors

Fundstrat Global Advisors is an independent research firm that provides market strategy and sector research to institutional investors, wealth advisors, pension funds, and high-net-worth individuals. With a data-intensive approach, the firm seeks to exploit anomalies to identify sectors and stocks that will outperform the market. Fundstrat combines both top-down strategy and bottom-up fundamental views to develop a roadmap of practical investment insights for clients.

SERVICES


Portfolio Strategy

Fundstrat provides a roadmap for investors to understand the staging of the current equity market environment and tools to generate outperformance. 


Factor Reports: Industry and Sector Analysis

Fundstrat provides proprietary factor reports that contain a graphical analysis of 49 key industries and highlight performance, anomalies, and contrarian opportunities.


Fundamental Sector Analysis

Using comprehensive data since the 1900s, Fundstrat looks at key drivers and relative valuation for the 10 primary sectors as well as selected industries.


SMID Cap Stocks

With a lens to focus on businesses with pricing power or secular opportunities, Fundstrat seeks ideas before the consensus discovers these companies.


Custom and Bespoke Research

Fundstrat provides clients with privileged access to its models and databases, serving as an adjunct portfolio strategy team, providing customized analysis and reports on the market, industries and stocks.