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Fundstrat Capital

VC / Fund of funds · New York · United States

Email
Website
LinkedIn
Founded
2014
AUM
$4 000 M
Ticket
$10-50 m

Stages

Series ASeedSeries B

Investment region

North AmericaEuropeAsia

Industries

Consumer ProductsConsumer Services (B2C)Financial ServicesFintechHealthcare ServicesBlockchain/CryptoAITechnologyIndustrialReal EstateUtilitiesEnergy

Profile

Fundstrat Capital is an independent financial research boutique based in New York City, founded in 2014. The firm is led by Thomas J. Lee, a seasoned Wall Street strategist with over 25 years of experience, previously serving as J.P. Morgan's Chief Equity Strategist. The team includes experts like Mark L. Newton, Head of Technical Strategy, and Sean Farrell, Head of Digital Asset Research, bringing a wealth of experience from top financial institutions. Fundstrat specializes in providing strategic market insights and evidence-based research to institutional investors, RIAs, and individual investors. Their focus spans sectors such as technology, AI, blockchain, and financial services. They offer tailored research and co-branded reports, with a commitment to delivering actionable intelligence. The firm manages significant assets through funds like the Fundstrat Granny Shots U.S. Large Cap ETF. Notable investments and collaborations include partnerships with hedge funds and banks, equipping them with market dynamics insights. Fundstrat's research leadership is recognized for its strategic market outlooks and media appearances, enhancing their clients' investment processes.

Kontakte (2)

NameTitleEmailTelefonLinkedIn
Co-Founder, Head of Sales — — —
Vice President, Market Intelligence — — —

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