{"id":"fundstrat-capital","title":"Fundstrat Capital","content":"**Fundstrat Capital** is a New York-based asset manager and SEC-registered investment adviser founded in 2024 by [Tom Lee](https://iq.wiki/wiki/tom-lee). The firm develops actively managed investment strategies using macroeconomic, thematic and quantitative research. It serves as investment sub-adviser to the Fundstrat Granny Shots exchange-traded funds. [\\[1\\]](#cite-id-391126e8-869a-4b4f-b6e1-b957a0495a38)  [\\[2\\]](#cite-id-755785dd-70e0-413a-a339-0298b5dcfab1)  [\\[3\\]](#cite-id-f3ee39c7-1721-480a-a678-c25e5faee9ee)  [\\[10\\]](#cite-id-325f47a8-d3b7-4c0e-80ff-a3e300ec724f) \n\n## Fundstrat Global Advisors\n\nFundstrat Capital is affiliated with Fundstrat Global Advisors, a financial-research firm co-founded by [Tom Lee](https://iq.wiki/wiki/tom-lee) in 2014. Fundstrat Global Advisors produces macroeconomic, technical, quantitative, policy and digital-asset research. [\\[4\\]](#cite-id-9c9e0ec7-ae24-43c5-a284-f26440fd8720)  [\\[5\\]](#cite-id-790f2248-5ff9-4fc4-8084-1f88d9af6217) \n\nThe two firms are separate entities but share research capabilities and personnel. Lee serves as Chief Investment Officer of Fundstrat Capital and Head of Research at Fundstrat Global Advisors. Ken Xuan is a portfolio manager at Fundstrat Capital and Head of Data Science at Fundstrat Global Advisors. [\\[4\\]](#cite-id-9c9e0ec7-ae24-43c5-a284-f26440fd8720) \n\n## Leadership\n\n### Tom Lee\n\n​[Tom Lee](https://iq.wiki/wiki/tom-lee) is the founder, Chief Investment Officer and a portfolio manager at Fundstrat Capital. He is also a co-founder and Head of Research at Fundstrat Global Advisors. Lee serves as the lead portfolio manager of the Fundstrat Granny Shots US Large Cap ETF. [\\[4\\]](#cite-id-9c9e0ec7-ae24-43c5-a284-f26440fd8720)  [\\[10\\]](#cite-id-325f47a8-d3b7-4c0e-80ff-a3e300ec724f) \n\n### Ken Xuan\n\nKen Xuan is a portfolio manager at Fundstrat Capital and Head of Data Science at Fundstrat Global Advisors. His work includes maintaining quantitative models used for portfolio construction and stock selection. [\\[4\\]](#cite-id-9c9e0ec7-ae24-43c5-a284-f26440fd8720)  [\\[10\\]](#cite-id-325f47a8-d3b7-4c0e-80ff-a3e300ec724f) \n\n### Carrie Presley\n\nCarrie Presley is Head of Distribution at Fundstrat Capital. She leads the firm’s distribution strategy across partnerships, national accounts and financial-adviser relationships. [\\[4\\]](#cite-id-9c9e0ec7-ae24-43c5-a284-f26440fd8720) \n\n## Exchange-Traded Dunds\n\nFundstrat Capital’s Granny Shots product line consists of three actively managed ETFs listed on NYSE Arca. [\\[6\\]](#cite-id-983091fb-37cd-444c-8688-be744a52e266)  [\\[7\\]](#cite-id-db08cf52-7cb6-4f66-8f6a-bc74fafaee79)  [\\[8\\]](#cite-id-957c46d5-0315-450e-8555-ff86db48e3ca)  [\\[9\\]](#cite-id-fd547a73-4426-4ed6-b28c-a386f164ed29) \n\n### GRNY\n\nThe Fundstrat Granny Shots US Large Cap ETF, trading under the ticker GRNY, seeks long-term capital appreciation through investments in large-cap United States equities. It launched on November 7, 2024. The fund reported approximately $4.309 billion in total assets as of July 24, 2026. [\\[7\\]](#cite-id-db08cf52-7cb6-4f66-8f6a-bc74fafaee79) \n\n### GRNJ\n\nThe Fundstrat Granny Shots US Small- & Mid-Cap ETF, trading under the ticker GRNJ, applies the Granny Shots stock-selection process to small- and mid-cap United States equities. It launched on November 18, 2025, and reported approximately $505 million in total assets as of July 24, 2026. [\\[8\\]](#cite-id-957c46d5-0315-450e-8555-ff86db48e3ca) \n\n### GRNI\n\nThe Fundstrat Granny Shots US Large Cap & Income ETF, trading under the ticker GRNI, combines large-cap equities with an actively managed options overlay. Its primary objective is current income, with long-term capital appreciation as a secondary objective. It launched on November 18, 2025, and reported approximately $55 million in total assets as of July 24, 2026. [\\[9\\]](#cite-id-fd547a73-4426-4ed6-b28c-a386f164ed29) \n\n## Investment Approach\n\nThe Granny Shots investment process begins by identifying economic and market themes through top-down research. Securities are then evaluated using quantitative factors such as valuation, free cash flow, leverage, momentum and sentiment. In the large-cap strategy, a company generally must align with at least two identified themes to qualify for portfolio inclusion. [\\[7\\]](#cite-id-db08cf52-7cb6-4f66-8f6a-bc74fafaee79)  [\\[10\\]](#cite-id-325f47a8-d3b7-4c0e-80ff-a3e300ec724f) \n\nGRNY applies the process to large-cap equities, while GRNJ applies it to small- and mid-cap companies. GRNI combines the large-cap equity strategy with options techniques including covered calls and cash-secured puts to pursue income.[\\[6\\]](#cite-id-983091fb-37cd-444c-8688-be744a52e266)  [\\[8\\]](#cite-id-957c46d5-0315-450e-8555-ff86db48e3ca)  [\\[9\\]](#cite-id-fd547a73-4426-4ed6-b28c-a386f164ed29) ","summary":"Fundstrat Capital is a New York asset manager and SEC-registered investment adviser founded in 2024 by Tom Lee. It applies Fundstrat Global Advisors’ research to actively managed Granny Shots ETFs, including GRNY, GRNJ and GRNI.\n","images":[{"id":"QmaeNX82V3pWGmVLSG1XTyDwhdqKiHn3WwJBkwYmUUEZPC","type":"image/jpeg, image/png"}],"categories":[{"id":"organizations","title":"Organizations"}],"tags":[{"id":"Ethereum"},{"id":"DAO"},{"id":"Venture"},{"id":"DataPlatform"}],"media":[{"id":"QmNf5xhCupr3DSUxGG6Rac2QsJq7x8iSn8JC5LouEc3vQA","size":null,"name":"images (12).jfif","type":null,"source":"IPFS_IMG"}],"metadata":[{"id":"website","value":"https://fundstratcapital.com/"},{"id":"twitter_profile","value":"https://x.com/FundstratCap"},{"id":"linkedin_profile","value":"https://linkedin.com/company/fundstrat-capital"},{"id":"references","value":"[{\"id\":\"391126e8-869a-4b4f-b6e1-b957a0495a38\",\"url\":\"https://fundstratcapital.com/\",\"description\":\"Fundstrat Capital official website and company overview.\",\"timestamp\":1785120344146},{\"id\":\"755785dd-70e0-413a-a339-0298b5dcfab1\",\"url\":\"https://www.sec.gov/Archives/edgar/data/1722388/000199937124013325/ex99-pxi.htm\",\"description\":\"SEC filing documenting Fundstrat Capital’s formation, ownership structure, regulatory identifiers and initial sub-advisory role.\",\"timestamp\":1785120344146},{\"id\":\"f3ee39c7-1721-480a-a678-c25e5faee9ee\",\"url\":\"https://reports.adviserinfo.sec.gov/reports/ADV/332163/PDF/332163.pdf\",\"description\":\"Fundstrat Capital’s Form ADV investment-adviser registration filing.\",\"timestamp\":1785120344146},{\"id\":\"9c9e0ec7-ae24-43c5-a284-f26440fd8720\",\"url\":\"https://fundstratcapital.com/team/\",\"description\":\"Official profiles of Tom Lee, Ken Xuan and Carrie Presley.\",\"timestamp\":1785120344146},{\"id\":\"790f2248-5ff9-4fc4-8084-1f88d9af6217\",\"url\":\"https://fundstrat.com/\",\"description\":\"Official website of affiliated research firm Fundstrat Global Advisors.\",\"timestamp\":1785120344146},{\"id\":\"983091fb-37cd-444c-8688-be744a52e266\",\"url\":\"https://grannyshots.com/home/\",\"description\":\"Official overview of the GRNY, GRNJ and GRNI ETFs.\",\"timestamp\":1785120344146},{\"id\":\"db08cf52-7cb6-4f66-8f6a-bc74fafaee79\",\"url\":\"https://grannyshots.com/fundstrat-granny-shots-us-large-cap-etf/\",\"description\":\"Official GRNY page with its strategy, launch date, assets and trading information.\",\"timestamp\":1785120344146},{\"id\":\"957c46d5-0315-450e-8555-ff86db48e3ca\",\"url\":\"https://grannyshots.com/fundstrat-granny-shots-us-small-mid-cap-etf/\",\"description\":\"Official GRNJ page with its strategy, launch date, assets and trading information.\",\"timestamp\":1785120344146},{\"id\":\"fd547a73-4426-4ed6-b28c-a386f164ed29\",\"url\":\"https://grannyshots.com/fundstrat-granny-shots-us-large-cap-and-income-etf/\",\"description\":\"Official GRNI page with its equity-and-options strategy, launch date, assets and income objective.\",\"timestamp\":1785120344146},{\"id\":\"325f47a8-d3b7-4c0e-80ff-a3e300ec724f\",\"url\":\"https://www.sec.gov/Archives/edgar/data/1722388/000199937124013642/grny-497k_102124.htm\",\"description\":\"SEC prospectus identifying Tidal Investments as adviser, Fundstrat Capital as sub-adviser, and Tom Lee and Ken Xuan as portfolio managers.\",\"timestamp\":1785120344146}]"},{"id":"previous_cid","value":"\"https://ipfs.everipedia.org/ipfs/QmUgqkWJBf635URvg3AVp2uDscez5pCdps7e1ZK7gNGSXJ\""},{"id":"commit-message","value":"\"Updated wiki: replaced firm mention with New York asset manager Tom; added Fundstrat note for Granny Shots ETFs; updated 2 events, 1 image, refs 4->10\""},{"id":"previous_cid","value":"QmUgqkWJBf635URvg3AVp2uDscez5pCdps7e1ZK7gNGSXJ"}],"events":[],"user":{"id":"0x8af7a19a26d8fbc48defb35aefb15ec8c407f889"},"author":{"id":"0x8AF7a19a26d8FBC48dEfB35AEfb15Ec8c407f889"},"operator":{"id":"0x1E23b34d3106F0C1c74D17f2Cd0F65cdb039b138"},"language":"en","version":1,"linkedWikis":{"blockchains":[],"founders":["tom-lee"],"speakers":[]},"recentActivity":"{\"items\":[{\"id\":\"5fbf454c-5614-4ad8-be3b-3604f7954e19\",\"title\":\"Fundstrat Capital\",\"description\":\"Fundstrat Capital is an SEC-registered asset management firm founded in 2024 by Thomas J. 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