Leading Wall Street Strategist Thomas Lee Announces Formation Of Fundstrat™ Global Advisors

NEW YORK, Sept. 15, 2014 /PRNewswire/ -- Top-ranked Wall Street strategist, Thomas Lee, today announced the formation of Fundstrat Global Advisors, an independent fundamental strategy and research boutique for institutional investors. Mr. Lee was previously J.P. Morgan's Chief Equity Strategist before founding Fundstrat. The firm is headquartered in Midtown Manhattan and will be launching its first research report this week.

"Practical, actionable and differentiated research for institutional investors has always been critical to the investment process and I have seen its value grow over the past 20 years" said Lee, who was at J.P. Morgan for 15 years and has over 24 years of experience in equity research. "We will only succeed by helping our clients succeed. By combining a deep understanding of cyclical tendencies in the equity markets and the macro environment, with bottom-up stock specific research, we believe we can deliver practical and useful investment insights."

Fundstrat launches with a suite of research products including U.S. equity strategy, small and mid-cap stock research, customized bespoke research, and quantitative and stock selection tools to assist portfolio managers, investment strategists and analysts.

During Mr. Lee's 24 years of experience as both a fundamental sector analyst and a macro equity strategist, he was consistently recognized by Institutional Investor and other industry surveys as one of the top investment strategists on Wall Street. From 2007-2013, Mr. Lee was ranked consistently top three every single year for Portfolio Strategy in the Institutional Investor All-Star Poll. From 1998 to 2004, he was ranked top 3 every single year by Institutional Investor for Wireless Services.

Co-Founder and Managing Partner, John Bai, is the former head of Asia and U.S. equity sales at Mizuho Securities and former head of hedge fund sales at CLSA.

"We hope to provide the best fundamental strategy and independent research with top priority on our client's needs and interests," said Mr. Bai. "Thomas' market insights have a loyal following and we are confident that we can build upon this foundation to create a premier research institution."  

Future milestones for Fundstrat Global Advisors will include new hires to manage sector-specific research and economic analysis.

About Fundstrat Global Advisors

Fundstrat Global Advisors is an independent research boutique that provides fundamental equity strategy and stock selection to institutional clients. Research products cover a wide range, from U.S. equity strategy to small- and mid-cap stock research. Founded in New York City by Managing Partners, Thomas Lee, former Institutional Investor-ranked J.P. Morgan Chief Equity Strategist and John Bai, former head of Asia and U.S. equity sales at Mizuho Securities and head of hedge funds sales at CLSA, the company provides a differentiated approach to research and fundamental-strategy.

SOURCE Fundstrat Global Advisors

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