Who We Are

FundStrat are a team of analysts that cover US macro strategy, portfolio strategy, digital asset analysis, quantitative analysis, technical analysis and, policy analysis. The group is headed by Tom Lee who has been a top-ranked US Strategist since 1998 and just before founding FundStrat was Chief Equity Strategist at JP Morgan. FundStrat provides timely and insightful analysis of the US equity market which includes market & sector direction and appropriate stock ideas. Their research caters to both Institutional and Wealth Advisors. We find their weekly summary of research for Wealth Advisors, written by an ex-WSJ journalist, especially helpful in providing a summary of key investment ideas and stocks.

Julia is founder and principal of Macro Policy Perspectives (MPP), an independent US economics research firm based in New York. Julia is an economist with extensive experience in both policy making and financial markets. She has a PhD in Economics from the University of Texas and more than a decade of experience as a financial market economist serving as Chief Economist for Graham Capital Management and BNP Paribas, a Senior Economist at Barclays Capital and the Federal Reserve Board of Governors in Washington D.C where she regularly briefed the Board, contributed to the FOMC forecasts and represented the Federal Reserve at meetings of the OECD’s Committee on Financial Markets.

With 30+ years experience both in industry and banking David brings unique insight into the energy sector for MST clients. He worked for Texaco/Caltex/Chevron for 18 years, including five years on the North West Shelf and Gorgon LNG Projects in a senior commercial role. David then moved into finance as a sell-side Oil and Gas Analyst and has continuously written & published Global Macro LNG and crude oil reports for the last 14 years. David has served as the Regional Head (Asia) at CLSA, the Global Head at Credit Suisse and latterly the European Head of Oil and Gas Research at Macquarie. As well as producing macro analysis David has covered oil and gas stocks in Japan, China, India, Australia (with Mark Samter) and the Global Super-Majors. David is a regular speaker at high profile industry conferences and contributes to both print and broadcast media.

Jim Walker is the chief economist at Alētheia Capital (HK) Ltd, known for his approach to analysing Asian economies based on profit and credit cycles as well as a series of ‘Austrian’ stress indicators. Prior to Alethia, Jim founded Asianomics Group, acted as chief economist at CSLA Asic-Pacific Markets, was a research fellow at the Fraser of Allander Institute for Research, and The Royal Bank of Scotland’s Edinburgh headquarters. Alētheia Capital is Asia’s First Full-Scale and Largest Independent Investment Advisory Firm through organic growth as well as acquisitions. The firm has access to over 1500 clients managing over $10tn in assets under management and has global (licensed) presence in Asia (HK, Singapore), UK (London) and US (New York).

Jonathan Wilmont is head of Global Strategy at Aletheia Capital. Jonathan has over 40 years’ experience analysing financial markets, including 30 years with Credit Suisse as Chief Global Strategist for the Investment Bank and Head of Macro Investment in the UK Asset Management Business. Mr. Wilmot holds a degree in Philosophy, Politics and Economics from Oxford University. Alētheia Capital is Asia’s First Full-Scale and Largest Independent Investment Advisory Firm through organic growth as well as acquisitions. The firm has access to over 1500 clients managing over $10tn in assets under management and has global (licensed) presence in Asia (HK, Singapore), UK (London) and US (New York).