Fundstrat Capital

About Fundstrat Capital

Fundstrat Capital is an asset management firm founded in 2024, driven by a passion for evidence-based research and innovative investment strategies. Led by CIO Tom Lee, the firm is dedicated to delivering forward-thinking solutions and actionable market insights to investors.

Products & Services

Fundstrat Granny Shots US Large Cap ETF (GRNY):An ETF focused on US large-cap stocks, utilizing a top-down thematic approach combined with a quantitative bottom-up model for asset allocation.

Specialties

Evidence-based research Innovative investment strategies Macroeconomic and sector analysis Market trend analysis Data-driven investing

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 700000000 MR: - FA: $700 million FAN: 700000000	D: 2025-01-21 FD: 2025-01-21	-

Funding Round Latest

2025-01-21

$700.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

T

Thomas J. Lee

CIO & Portfolio Manager

K

Ken Xuan

Portfolio Manager

C

Carrie Presley

ETF Product Specialist

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