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Our Robust Process

Since our foundation in 2004, Fulcrum has operated in a world of constantly and sometimes dramatically changing markets. The consistent application of our robust investment philosophy and process has been at the heart of successfully navigating these markets for our clients.

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Responsible Investing

At Fulcrum we strive to be a responsible business both in how we operate as a firm and how we manage our clients' investments. As a signatory to the UN PRI we have publicly stated our support for the integration of ESG risks in our investment process.

Our Investment Approach



Our macroeconomic views inform our investment decisions. We combine academic rigour with extensive market experience, using public and proprietary research to analyse the fundamental and behavioural characteristics of markets.



We invest globally in markets and sectors, not individual stocks. Our research and investment process is solely focused on global asset allocation across the major liquid asset classes of equities, bonds, currencies and commodities.



We have built the Fulcrum partnership to a team of over 70 employees including economists, asset class specialists and research analysts. Our investment team have deep expertise in their fields and a passion for understanding and anticipating all financial markets.

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