KGI Securities collaborates with Fundstrat to establish a strategic partnership, creating a new cross-regional layout for U.S. stock research

On July 2, 2026, KGI announced an exclusive cross-regional strategic partnership with Fundstrat, a well-known independent US research firm, demonstrating its commitment to enhancing investment research capabilities. This collaboration will integrate the investment research resources of KGI Investment Advisory, KGI Securities Taiwan, KGI Hong Kong, and KGI Singapore, jointly expanding coverage of US stocks and global investment research.

Founded in 2014 and headquartered in New York, Fundstrat is one of the representative independent research firms in the US. Its core research team members have backgrounds that often include experience at international investment banks such as JP Morgan and Morgan Stanley. Its research focuses on short-term market rhythms, investor sentiment, and liquidity changes, complementing traditional long-term analysis that emphasizes fundamentals. It covers areas such as Washington policy, portfolio strategy, quantitative and technical analysis, digital assets, and market intelligence, offering high timeliness and market relevance.

Among them, Fundstrat's founder Tom Lee is a well-known Wall Street strategist with over 25 years of institutional research experience. He previously served as the chief strategist at JP Morgan and has been repeatedly selected as a top analyst by Institutional Investor. He is frequently invited to share market insights on mainstream financial media such as CNBC and Bloomberg TV, wielding significant influence in the international investment community.

Fundstrat's relevant incisive insights will be fully incorporated into KGI's internal research framework, enabling our research team to deepen market analysis capabilities and provide clients with more forward-looking and timely investment advice. KGI will continue to deepen its investment in research integration, digital platform optimization, and content service upgrades to broaden investors' macro perspectives and help them make more informed global investment decisions.

(From left) KGI Securities General Manager Lin Zhihong, Fundstrat Co-founder and Business Head John Bai, KGI Securities Chairman Xu Daoyi, KGI Financial Holdings Senior Vice President Fang Weichang, KGI Investment Advisory Chairman Zhu Yanmin.