About Fundstrat Direct (formerly Fundstrat Direct)
No wonder Wall Street’s got the word “wall” in its name.
For too long, it’s been walled off – reserved for the chosen few. A game where only the biggest institutions had the information and insight to succeed.
Doesn't seem fair, right?
That’s exactly why Fundstrat Direct exists.
Our name reflects what we deliver: direct access to the same institutional-grade research that was once available only to Wall Street’s biggest players.
With Fundstrat Direct, you get access to a research team with deep institutional roots.
The captain? Tom Lee. A financial sage with decades of market experience, repeatedly acknowledged by his peers as one of the best on Wall Street.
He leads a team of battle-tested veterans with proven records of success – leading minds like Mark Newton, Sean Farrell ... and the legendary "Tireless" Ken Xuan.
Fundstrat Direct is committed to democratizing top-tier financial research. To make it available to all investors, more accessible, much-much easier to digest.
Our strategy combines evidence-based, data-driven methodologies with contrarian perspectives so you can make smarter decisions for your portfolio – no matter the market conditions.
Our products? Macro and crypto research, ⚡FlashInsights, webinars, stocklists, daily reports, and much more.
The bottom line?
If you want institutional insight without institutional barriers, don’t make a move without Fundstrat Direct.
Fundstrat Direct FAQ
We chose a new name that better reflects our mission of giving individual investors direct access to Fundstrat’s research. It also makes our research easier to find and remember, and emphasizes that this is the same Fundstrat research you trust from Tom Lee and the Fundstrat team.
Only our name and visual identity are changing. The product experience, research coverage, and team remain exactly the same.
Yes, you’ll see the app name and icon update to “Fundstrat Direct,” but the functionality remains the same. Your login, saved settings, and access to research will not change.
For now, your research emails will continue to come from the same email addresses you currently receive. In an upcoming phase, we will begin sending from new Fundstrat Direct email addresses and will notify you in advance when that change is going live.
Nothing about your subscription or billing is changing. Your plan, pricing, renewal schedule, and access to reports, tools, and alerts all remain the same. You’ll simply see the new name “Fundstrat Direct” on the site, app, and emails.
We recommend updating any bookmarks or saved links to our new domain: fundstratdirect.com. When we transition emails to Fundstrat Direct addresses, we’ll also ask you to add the new sending address to your contacts and whitelist the domain so you continue to receive research without interruption.
Our Vision
Putting money to work in equities and credit today requires a thoughtful perspective on global events. Macro analysis is no longer just for macro traders. With hundreds of hedge funds and other active asset managers not able to outperform in this bull market, it’s evident now that portfolio positioning matters just as much as stock picking. Our forward-thinking team draws on over 100 years of combined experience on Wall Street to help you block out the market “noise” and analyze the fundamental, technical and sentiment data you need to make informed and actionable investment decisions.
Using comprehensive data since the 1900s, we look at key drivers and relative valuation for the 11 primary sectors as well as selected industries. With a focus on businesses with pricing power or secular opportunities, we publish ideas before the consensus discovers these companies. Fundstrat Direct provides a roadmap for investors to understand the current equity market environment and the tools to generate outperformance. We look to identify the relevant investment opportunities for our clients, using a differentiated data set, including census data, economic activity and historical trends, and demographic and social trends.
Our teams produce primary research along five product verticals:
- Portfolio Strategy
- Crypto-currencies
- Quantitative Strategy
- Technical Analysis Strategy
- Washington, D.C. Policy
We are recognized as one of the only institutional research firms providing comprehensive market analysis and price analytics for cryptocurrencies and blockchain technology. Fundstrat Direct is a pioneering thought leader in this rapidly growing investment space. Our digital assets research bridges the gap between the tech and investment worlds, providing investors with a framework for understanding fundamental valuations and market risks, and critical benchmarking tools.
We have established leadership in this space—since launching our crypto-currency research, we count more than 10% of all crypto-funds, representing ~33% of crypto assets under management as our paying clients. We are effectively the only paid research subscription service in crypto with widespread adoption. For example, our Crypto-currency research products include, among other products, a proprietary valuation framework for the valuation of Bitcoin and major crypto-currencies, and a Crypto-currency and Bitcoin mining and security model.
Clients First
Fundstrat Direct is committed to serving our clients’ interests alone. As an independent research firm, our views are insulated from the potential conflicts possible in research from traditional Wall Street banks and other financial institutions. Fundstrat Direct answers to no one but our clients.
Our mandate is to provide you with our latest macro, equity and crypto currency strategies. We are data-driven and focused on producing unique, non-consensus independent research. We don’t follow the herd.
“Tom provides excellent analytical and creative research which focuses on variant perceptions from consensus expectations”
“Tom does a huge amount of work and he doesn’t rely on hunches. All of his arguments are data driven.”
Thomas Lee was one of the first “traditional finance” professionals talking about Bitcoin.
“Your services and your info has been my ‘Thor’s hammer’”
Founders
Tom Lee, CFA
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
John Bai
Co-founder, Head of Sales
John Bai is a Managing Partner and the Head of Sales at Fundstrat Global Advisors. John possesses extensive knowledge of all major hedge funds in the US and Asia through his 25-plus years of experience in finance. Prior to co-founding Fundstrat, John served as Head of Asia and US Equity Sales at Mizuho Securities USA Inc. from 2009 to 2014. He worked previously as Head of Hedge Fund Sales at Calyon Securities Inc. (CLSA) and Head of Asia Equity Sales at ING Barings, and was the top producer in sales while working at CLSA and Mizuho Securities. Mr. Bai earned a BS in Electrical Engineering from Columbia University and holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business.