They offer a range of services including portfolio strategy, sector analysis, and custom research. Their research process combines top-down strategy and bottom-up fundamental views to provide practical and investment insights for clients. They also provide graphical analysis of key industries to identify performance trends and contrarian opportunities. Fundstrat serves institutional investors, wealth advisors, pension funds, and high-net-worth individuals. Founded in 2014, their goal is to deliver actionable and non-consensus analysis to enhance the investment process.