All Stock Lists

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

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.

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

Sean
Sean Farrell AC

Head of Crypto Strategy

Crypto Core Strategy

A powerful strategy designed to help crypto investors build a crypto portfolio that outperforms the industry’s king – bitcoin – regardless of market conditions. The FSI Crypto team leverages their crypto expertise and ongoing analysis of macro, on-chain, and market data to craft an allocation strategy that can help investors manage the crypto portion of their investment portfolios.

Crypto Liquid Ventures

While our Core Strategy targets exceptional returns, we acknowledge the allure of long-tail investments for many crypto investors. Liquid Ventures is tailored to meet this interest. Our research team focuses on identifying unique, high-risk opportunities within the crypto ecosystem, with special attention to early-stage, small-cap, or notably undervalued tokens.

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