Hong Kong, 2 July 2026 – KGI today announced an exclusive strategic partnership with Fundstrat, a leading U.S.-based independent research firm, underscoring its commitment to enhancing investment research capabilities. The collaboration will cover KGI Investment Advisory, KGI Securities in Taiwan, KGI Hong Kong and KGI Singapore to broaden the scope of both US equity and global investment research coverage.
Fundstrat was established in 2014 and headquartered in New York. It is one of the most esteemed independent investment research institutes in the US with the majority of members of its core research teams coming from bellwether investment banks including J.P. Morgan and Morgan Stanley. Fundstrat’s research is predominantly focused on short-term market tempo and changes in investor sentiment and market liquidity, covering topics of US government policy, investment portfolio strategy, quantitative and technical analyses, digital asset and market intelligence, which value the timeliness of information and complement the traditional, long-term approach of analyzing business fundamentals.
Mr. Tom Lee, founder of Fundstrat, is a famous Wall Street strategist with over 25 years of experience working in the research field. He had worked for J.P. Morgan as the chief strategist and won the top analyst title multiple times in the survey of Institutional Investor. Mr. Lee has been frequently invited by mainstream financial media, such as CNBC and Bloomberg TV, to share his views on the global market. He is indeed a man of great influence in the global investment circle.
Relevant insights from Fundstrat will be incorporated into KGI’s internal research framework, enabling our research team to enhance market analysis and deliver more informed and timely investment recommendations to our clients. KGI will continue to invest in research integration, digital platform innovation, and content service upgrades to broaden investor horizons and support smarter global investment decisions.
Fundstrat was established in 2014 and headquartered in New York. It is one of the most esteemed independent investment research institutes in the US with the majority of members of its core research teams coming from bellwether investment banks including J.P. Morgan and Morgan Stanley. Fundstrat’s research is predominantly focused on short-term market tempo and changes in investor sentiment and market liquidity, covering topics of US government policy, investment portfolio strategy, quantitative and technical analyses, digital asset and market intelligence, which value the timeliness of information and complement the traditional, long-term approach of analyzing business fundamentals.
Mr. Tom Lee, founder of Fundstrat, is a famous Wall Street strategist with over 25 years of experience working in the research field. He had worked for J.P. Morgan as the chief strategist and won the top analyst title multiple times in the survey of Institutional Investor. Mr. Lee has been frequently invited by mainstream financial media, such as CNBC and Bloomberg TV, to share his views on the global market. He is indeed a man of great influence in the global investment circle.
Relevant insights from Fundstrat will be incorporated into KGI’s internal research framework, enabling our research team to enhance market analysis and deliver more informed and timely investment recommendations to our clients. KGI will continue to invest in research integration, digital platform innovation, and content service upgrades to broaden investor horizons and support smarter global investment decisions.
Photo Caption: KGI today announced an exclusive strategic partnership with Fundstrat. (From left) Sam Lin, President at KGI Securities; John Bai, Co-Founder and Head of Sales at Fundstrat; Daw-Yi Hsu, Chairman at KGI Securities; William Fang, Executive Vice President at KGI Financial and James Chu, Chairman at KGI Investment Advisory