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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 launched the Fundstrat Granny Shots U.S. Large Cap ETF.

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Granny Shots FAQ

Tom Lee New Img
Tom Lee, CFA AC

Head of Research
Mark Newtone
Mark L. Newton, CMT AC

Head of Technical Strategy

Super and Sleeper Grannies

Provides investors with large-cap stock ideas from at least 2 out of 6 thematic investment strategies aimed at outperforming the S&P 500.

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Tom Lee New Img
Tom Lee, CFA AC

Head of Research
Mark Newtone
Mark L. Newton, CMT AC

Head of Technical Strategy

SMID Granny Shots

Provides investors with mid-cap stock ideas contained in at least 2 out 6 thematic investment strategies that aim to outperform the Russell 2500.

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Mark Newtone
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

219.83%

S&P 500 (SPX)

103.17%

Upticks vs S&P 500 (SPX)

116.66%
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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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