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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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Generating Stable Outcomes

Markets are continually moving, globally interrelated and complex. Managing portfolios to generate stable outcomes within an ever-changing environment requires both technical knowledge and experience to identify opportunities and manage risk across global markets.

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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