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In an effort to expand the range of evidence-based research and investment tools available to Fundstrat clients, Fundstrat Capital LLC has filed a preliminary prospectus for the Fundstrat Granny Shots U.S. Large Cap ETF in collaboration with Tidal Financial Group (as of July 2024).

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Granny Shots FAQ

Tomlee
Tom Lee, CFA AC

Head of Research

Granny Shots

Provides investors with stock ideas contained in at least 2 out 6 thematic investment strategies that aim to outperform the S&P 500

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Mark
Mark L. Newton, CMT AC

Head of Technical Strategy

Upticks

Uses technical analysis to identify names in the S&P 500 that offer attractive risk/reward opportunities – typically stocks that are at or near 52-week highs and show excellent technical structure and little evidence of technical deterioration.

Upticks

251.07%

S&P 500 (SPX)

124.76%

Upticks vs S&P 500 (SPX)

126.31%
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Group135
FS Insight Team

FSI Sector Allocation

Outperform the S&P 500 by actively managing one’s sector exposure without taking on additional portfolio risk

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