About Fulcrum
Fulcrum Asset Management (Fulcrum) is an innovative, independent asset manager. Fulcrum’s heritage in macro strategies and research remains central to their business today and they have gradually evolved to have three principal capabilities: Discretionary Strategies, Alternative Solutions and Quantitative Strategies.
All three are underpinned by their belief in investment innovation and supported by their macro foundations. Fulcrum’s mission statement reflects the importance of their clients and the integrity of the firm’s investment approach: “Guided by innovative research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted long-term partner.”
Fulcrum Asset Management and the funds it manages are available to professional investors only and are not available to retail investors. The value of investments can go down as well as up and you may receive back less than the amount you invested. You should only invest if you are prepared to lose some or all of your investment. In the UK, all products are intended only for professional investors and not for retail investors. For more information on the products available, please get in touch or visit the Fulcrum website.
*The link will take you to a third-party website. The website and its content has not been issued or approved by Fidante. The third-party website is not intended for retail investors in the UK or the EU.
Approach
Fulcrum Asset Management employs a top-down investment process that incorporates a wide range of research inputs to construct a highly diversified and liquid portfolio, reflecting a breadth of uncorrelated investment ideas. The Fulcrum strategy invests globally, with exposure to equities, fixed income, commodities, and currencies.
Investment Committee
Fulcrum’s disciplined investment process and risk management is driven by an experienced and stable senior team, who have complementary strengths and are supported by a team of over 30 investment professionals.
