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About Us

About us

“Quality is not an act, it is a habit.”
Aristotle
Ancient Greek philosopher

About us

“Quality is not an act, it is a habit.”
Aristotle
Ancient Greek philosopher

The FS Insight Team

FS Insight is an independent research boutique, serving a broad array of clients, including institutional investors, wealth advisors, pension funds and high net worth individuals.


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Street signs for Wall St. and Broad St. hang at the corner outside the New York Stock Exchange March 24, 2015. REUTERS/Brendan McDermid


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OUR STORY

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FS Insight is a market-leading, independent research firm. We are experts in U.S. macro market strategy and have leveraged those fundamental insights to become leading pioneers of digital assets and blockchain research. We serve a broad array of clients around the world, including internationally recognized multitrillion dollar asset managers, hedge funds and private banks, representing some 70% of globally managed equity assets.

FS Insight was co-founded by Thomas J. Lee, a top-ranked Wall Street analyst with some 30 years of research experience, and the former Chief Equity Strategist at global investment bank JPMorgan. He is also a regular guest on major financial news networks including CNBC, Bloomberg and Fox Business News, and has been quoted extensively in the financial press. Tom Lee is also head of overall strategy for crypto-currencies. He’s widely followed by institutional and individual investors, as well as the media. Our work is often cited in social media, traditional media channels and on television/cable networks.

“Those who listen to Tom Lee make a lot of money for their clients.”
— Institutional Investor
“Almost no one expected 2014 to see double-digit gains in the U.S. stock market…almost no one but Tom Lee.”

OUR VALUES

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FS Insight 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. FS Insight 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 does a huge amount of work and he doesn’t rely on hunches. All of his arguments are data driven.”
— Institutional Investor
Praise from clients:
“We find Rob’s Sluymer’s work invaluable as a compliment to the fundamental research we do.”
“Thoughtful, out of box perspective, and steeped in deep experience!”



“We use Tom Lee because he does his homework,”

— Robert C. Doll
CFA, Senior Portfolio Manager, Chief Equity Strategist, Nuveen Asset Management LLC
“Tom provides excellent analytical and creative research which focuses on variant perceptions from consensus expectations,”

— Steve Einhorn
Vice Chairman, Omega Advisors

Thomas Lee was one of the first “traditional finance” professionals talking about Bitcoin.

STRATEGY, MISSION, 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. FS Insight 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: (i) Portfolio Strategy, (ii) Crypto-currencies; (iii) Quantitative Strategy; (iv) Technical Analysis Strategy, and (v) Washington, D.C. Policy.

We are recognized as one of the only institutional research firms providing comprehensive market analysis and price analytics for crypto-currencies and blockchain technology. FS Insight 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.


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Our Team

Lee

Thomas J. Lee

CFA and Head of Research

Thomas Lee is a Managing Partner and the Head of Research at FS Insight. 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 FS Insight, he served most recently 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.

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Robert Sluymer

Managing Director and Technical Strategist

Robert Sluymer is a Managing Director and Technical Strategist at FS Insight, with over 25 years of expertise in investment research and technical analysis. He started his career with RBC Capital Markets in Toronto in 1991 as a Research Associate, and later moved to New York where he served as a Managing Director leading RBC’s U.S. Technical Research team. Robert’s technical approach marries a top down intra-market analysis with a bottom-up, stock by stock methodology that applies momentum, to identify turning points with a focus on relative performance to locate shifts in leadership.

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Vito J. Racanelli

Managing Director, Senior Editor and Market Intelligence Analyst

Vito J. Racanelli brings nearly three decades of experience as a financial journalist in various capacities for Dow Jones & Co., publisher of The Wall Street Journal and Barron’s, where he wrote the Trader, Streetwise and Up & Down Wall Street columns. Vito is driving several important new initiatives at FS Insight, including developing a market intelligence product, “Signal from Noise.” Additionally, Vito will be introducing other market commentary and overseeing the firm’s research and other client-facing publications and communications.

Lee

Thomas J. Lee

CFA and Head of Research

Thomas Lee is a Managing Partner and the Head of Research at FS Insight. 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 FS Insight, he served most recently 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.

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Robert Sluymer

Managing Director and Technical Strategist

Robert Sluymer is a Managing Director and Technical Strategist at FS Insight, with over 25 years of expertise in investment research and technical analysis. He started his career with RBC Capital Markets in Toronto in 1991 as a Research Associate, and later moved to New York where he served as a Managing Director leading RBC’s U.S. Technical Research team. Robert’s technical approach marries a top down intra-market analysis with a bottom-up, stock by stock methodology that applies momentum, to identify turning points with a focus on relative performance to locate shifts in leadership.

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Vito J. Racanelli

Managing Director, Senior Editor and Market Intelligence Analyst

Vito J. Racanelli brings nearly three decades of experience as a financial journalist in various capacities for Dow Jones & Co., publisher of The Wall Street Journal and Barron’s, where he wrote the Trader, Streetwise and Up & Down Wall Street columns. Vito is driving several important new initiatives at FS Insight, including developing a market intelligence product, “Signal from Noise.” Additionally, Vito will be introducing other market commentary and overseeing the firm’s research and other client-facing publications and communications.

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L . Thomas Block

Washington Policy Strategist

L. Thomas Block is the Washington Policy Strategist at FS Insight, and also President of Tom Block Consults, a public policy consulting firm. Prior to starting his firm, Tom had a 21-year career at JP Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product for the firm. For 17 years he served as the senior lobbyist responsible for managing political relationships with the US government, state and local governments, and the EU and its member states. He created the bank’s EU Government Relations program. Prior to joining JP Morgan Chase in 1987, Tom was a vice president at Irving Trust Company.

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L . Thomas Block

Washington Policy Strategist

L. Thomas Block is the Washington Policy Strategist at FS Insight, and also President of Tom Block Consults, a public policy consulting firm. Prior to starting his firm, Tom had a 21-year career at JP Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product for the firm. For 17 years he served as the senior lobbyist responsible for managing political relationships with the US government, state and local governments, and the EU and its member states. He created the bank’s EU Government Relations program. Prior to joining JP Morgan Chase in 1987, Tom was a vice president at Irving Trust Company.

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Ken Xuan

Ken Xuan is a Quantitative Analyst at FS Insight where he optimizes and tests FS Insight’s proprietary portfolio models. He also manages and maintains FS Insight’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant.

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David Grider

David Grider is a Director and Senior Research Analyst at FS Insight. He oversees the firms emerging technology research within the blockchain, cryptocurrency, fintech and internet space. Most recently, he was a Founding General Partner at Aenigma, a digital asset focused venture capital fund and investment banking advisory firm. Previously, he worked at PwC in the Financial Instruments, Structured Products & Real Estate group performing investment valuation consulting. David began his career on Wall Street in 2012 at Noble Financial as a Vice President of Equity Capital Markets.

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Ken Xuan

Ken Xuan is a Quantitative Analyst at FS Insight where he optimizes and tests FS Insight’s proprietary portfolio models. He also manages and maintains FS Insight’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant.

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David Grider

David Grider is a Director and Senior Research Analyst at FS Insight. He oversees the firms emerging technology research within the blockchain, cryptocurrency, fintech and internet space. Most recently, he was a Founding General Partner at Aenigma, a digital asset focused venture capital fund and investment banking advisory firm. Previously, he worked at PwC in the Financial Instruments, Structured Products & Real Estate group performing investment valuation consulting. David began his career on Wall Street in 2012 at Noble Financial as a Vice President of Equity Capital Markets.